1099 Printing Guide for QuickBooks Online

I've received the most blog hits coming from searches for my blog on 1099 Printing Guidelines. With that in mind, I am posting an instruction sheet for QuickBooks Online users. I hope you find it helpful.

1. Once in QuickBooks Online, click on the Vendors Tab.
2. Click on the Vendor List Tab.
3. Navigate to the bottom left of the page and click the Prepare 1099-Misl. Forms Button.
4. Now there will be a series of 3 steps to go through: (a) Set up Vendors and Accounts, (b) Preview 1099 and 1096 Forms, and (c) Print or e-file forms.

      a. Click on Select Vendors
            i. In the window that appears, add vendors to the tracking payment column and click OK.
            ii. Now that you are back in the regular click on Assign Payments which is located underneath Select Vendors.
            iii. On the left column in the new window under 1099 Information you will select Non Employee Compensation (Box 7) and in the right hand column, directly across from Box 7 you will select the account to use. You can select multiple accounts and add more than one. When you are done click OK.

      b. Now under preview 1099 and 1096 Information you can check to make sure there is no missing information. If there is, it will be highlighted in red. All you have to do is click on the red link and fix the missing information. You cannot move forward unless all missing information is fixed.

            TIP: Keep in mind all credit card or 3rd party payments are automatically excluded on 1099's on QuickBooks Online.

      c. Now you can PRINT

            TIP: Keep in mind you cannot print the 1096 Form on QuickBooks Online. You can only print the 1099 from; however, the system does run a summary for your 1096 from. It will be presented in a Summary Table that shows the total number of forms that need to be filed and the total of all payments. 

1099-A forms are due today, 1.31.2013 and 1099-B and S (real estate) forms are due 2.15.2013. I hope this is helpful. If you have questions, drop me a line at jayne@quickbooksgal.com. Don’t forget to visit our website www.qbgal.com and check out our new video tutorial!


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