Support Center

Integration and Imports

  • Excel import

    If you want to import your 1099 data with Excel, please log in to your account, and follow these i...

    May 11, 2017 02:05PM CDT
  • Quickbooks Online import

    Here are step- by- step instructions on how to import all your available 1099 vendor info into It...

    Jan 09, 2018 03:47PM CST
  • Import from

    Make sure on side you have all your 1099 vendors configured properly. Make sure all your vendors...

    Dec 09, 2016 03:46PM CST
  • Importing with Intacct

    In Intacct Like other integrations, we need vendors and payments to be set up successfully in Intacct....

    Apr 18, 2016 11:23AM CDT
  • Xero Import

    Customers can login from Xero or go straight to to login. Before connecting to Tax1099, you have ...

    May 11, 2017 04:00PM CDT
  • Excel - Changing Numbers Stored as Text

    Sometimes when you download a report or export data to Excel the numbers appear as text in the Excel file. Whe...

    Apr 15, 2016 09:58AM CDT
  • Can I Import W-2 Data From QuickBooks?

    See Option 3 for our new way of importing W-2 data from Quickbooks for the 2017 season. You can still create m...

    Jan 07, 2018 06:10PM CST
  • How do I import a different company (payer)?

    Do you have multiple payers or companies that you need to import into Tax1099? Please see the instructions for...

    May 29, 2018 04:47PM CDT
  • Which Import Templates Have Changed For 2017?

    Each year the IRS makes changes to some of the forms which in turn require us to make changes to our import te...

    May 21, 2018 10:55AM CDT
  • Importing with Entrata

    Before importing, make sure all the information in Entrata is mapped correctly and the EIN/SSN is provided for...

    May 21, 2018 10:47AM CDT

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