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How to Generate 1099 Forms from QuickBooks?

In accounting, even a simple and small mistake can take a toll on your business performance. There is a very […]

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In accounting, even a simple and small mistake can take a toll on your business performance. There is a very quick and hassle-free way to get the 1099 forms from QuickBooks. However, if you are a new user, you might find it a bit intricate. When you generate the 1099s forms, you are required to print out all 1099 forms, mail them, then complete the IRS form and post that you need to email the copy of it to different partners. In this article, we will learn a few simple steps to print the 1099 forms in QuickBooks.

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Here are a few tips for you prior proceeding with the printing of the 1099 from QuickBooks Online:

  • You need to obtain the W-9 form from the Vendor whenever you deal with a new Vendor. W-9 form must contain the information like Name, address and EIN.
  • Once you get the W-9 form, you need to create the vendor account in QuickBooks Online and the information must be absolute. It is always sage to commence the quality check for the entered information to avert any miss.
  • Also, it is mandatory to check if you are using the recent updated version of QuickBooks and QuickBooks Payroll Updates Tax Table.

Once the 1099 form is completed here are few possible scenarios will form based on the information you entered in the form.

Once the 1099 form is completed here are few possible scenarios will form based on the information you entered in the form.

  1. Different Values for Vendor Name, Company Name, and Full Name in QuickBooks.
    • Possible Scenario: Only the Full Name along with the Company Name will be visible on the form 1099. It can also showcase a few Bank Feed Issues in QuickBooks.
  2. Vendor Name and Company Name both have their own values in QuickBooks Desktop.
    • Possible Scenario: The 1099-MISC form will include both the Vendor Name & Company Name.
  3. No values for Vendor name and empty Company Name in QuickBooks.
    • Possible Scenario: Only the Vendor Name will be included on the 1099 form.
  4. No Vendor Name Value and empty Company Name in QuickBooks Desktop.
    • Possible Scenario: The Vendor Name column is a compulsory field and this is imperative to be filled. But there is an option to enter the vendor name and leave the Full Name blank. Apparently, the 1099 Form will only reflect the Company Name.

Know the Quick Ways to Creating form 1099 in QuickBooks?

You must need to verify if the contractor category falls under the individual contractor category in the IRS guidelines before creating a 1099 form in QuickBooks. Here are a few points written below to assist you to setup the contractor under the independent category.

You need to Setup the Vendor in Autonomous Category

  • Turn on the QuickBooks and navigate to “Edit” and hit on “Preferences” options.
  • After that, choose the “1099” for tax and hit on “Company Preferences“.
  • Once you get the option do you file 1099 misc-form? Click on Yes.
  • And lastly, choose Ok.

Creating a Vendor’s Account in QuickBooks

  • Turn on the QuickBooks and select the “Vendor Center“.
  • You need to select the new vendor option from the dropdown.
  • After that, enter the vendor name in the “Vendor Name” column under the Vendor listing.
  • Enter the complete details. If there is any miss in entering any information, and you get to know about it later than no need to worry because you can modify the supplier details to enter any additional information.
  • And lastly, hit the “OK“.

Create the Vendor Account QuickBooks to get 1099-MISC

  • Turn on the vendor option in QuickBooks and select the “Vendor Center“.
  • Find the supplier’s name then click right on it.
  • After that, select the “Edit Vendor” and in the end go to the “Address Info” and verify all the Details.
Create the vendor account QuickBooks to get 1099-MISC

Creating the Expense Account

  • Turn on the QuickBooks and go to the edit option and click on the preferences.
  • Click on the “Tax: 1099” option in the left ad after that click on “Company Preferences“.
  • Choose Yes once you get the option “Do you file 1099-MISC forms?
  • Now you are required to map the accounts to the box and calculate Form 1099 QuickBooks. After the completion of calculation the QuickBooks 1099 Wizard will be visible with the list of all the vendor to which we have made the payments.
  • After that click on the 1099-MISC box or Add payments. Prior to doing that this is mandatory to consult with the tax expert.
  • Choose the 1099-MISC box and once the accounts are mapped, click “Save & Close” as shown in the below screenshot.
  • Here are 3 important fields in QuickBooks which are Vendor name, Full name and Company name.
Creating the Expense Account

What are the Steps to Follow to Print 1099 from QuickBooks?

The below-mentioned steps will help you to get the print of the 1099 form in QuickBooks without any hassle:

  • First, go to the QuickBooks Online home screen.
  • After that click on “Expenses” at the left and hit the “Vendors” option and then move to the “Prepare 1099s” option as highlighted in red.
  • Now enter the company information which includes the name and address of the company. Also, if there are any changes required in the entered information you can click on the edit option available in “Pencil” icon. And Click the next option once all the information is correct.
  • Payment Type Selection: Normally owners select the payment between the “Rent” & “Non-employee” compensation. You can choose the option by ticking the box beside. Once you select all options, there will be a drop-down box where you have to select the accounts from which you wish to make the payment in QuickBooks. Next you need to choose all accounts which are required and hit the next button.
  • Verify the Details: You need to verify all the details which were entered and check if there is any error. Also, you can modify the tax year if you wish to print 1099s for the previous year or for the vendors.
  • Vendor Information Verification: There will be the vendor list will appear next which needs the 109 form. This list is based on input which was filled previously in the vendor account, and it is simple to add the supplier to the contact list. You just need to hit on the option “Add from Vendors List” and choose who requires the form 1099. Click on the save option once all the steps are done.
  • File the Printable 1099 Form: Once the vendors details are verified there is a final steps left which is select “Automated Electronic File and Delivery“. You can verify the data and make the required changes. This will save the manual effort to file 1099 form.

Here we have explained the procedure and important points which are necessary to understand in commencing the procedure and to print 1099 into from QuickBooks easily. However, if you require further assistance, you can always reach out to the Dancing Numbers team of professionals without any hesitation any time via LIVE CHAT.

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Once the form 1099 submitted is there any Possibilities to make the Changes in form? If yes, What Changes we can make?

Yes, you can make the changes in 1099 form once the form is submitted. You can make all type of rectifications. If there’s a date scheduled for the future then only you are allowed to make the changes. Below are the type of corrections you can make:

Address correction
Incorrect Recipient Name.
Incorrect amount
Tax ID Corrections
Tick the correct box if it’s missed earlier and did not select any 1099 recipient.
Change in the naming convention.
Incorrect tax year

List down few important points while printing the 1099 form in QuickBooks Desktop?

Print the individual copy instead of the collective one.
Collect the form once it’s printed completely.
Two copies will be generated one copy will be sent to the IRS and another will be sent to manufacturers and suppliers.
After that, you are required to select the -1 to place the print or +1 for Alignment and this option will provide you the facility to adjust the print size.

For MAC, What is the way to Print 1099 Forms in QuickBooks?

Here are few steps which you need to adhere to Print 1099 Forms in QuickBooks for Mac

Turn on the QuickBooks account and create the 1099s. After that, choose the form the filing method window you need to select the method.
After that, click on the “Print 1099-NECs” or “Print 1099-MISCs” and enter the date.
Now, hit on “Select all Vendors” to print 1099s and click on the “Print 1099” option.
You need to check the printer’s setting and finally click on “Print” option to make a printable 1099 form.

If there is no Reference Number what is way to View the Status for the Submission Tax Forms?

You need to click on “Forms” and then click on manage forms option.
Select the name of the payer and tax year to view the form status.
In the “Status” view there are few options available.
Processing: IRS will verify the authenticity of the form. They will accept the form only if the form is correct.
Pending: Pending status belongs to the future dated form.
Accepted: The form is accepted by the IRS.

What is the Procedure to Submit the Rectification?

For changes, it’s needed to follow the IRS instructions to do so ad work directly with the IRS to make a manual amendment to the 1099 forms. Once the rectification are done you need to send the corrected form to the user.

Is there any way to File Another set of 1099?

Yes, there is an option available in QuickBooks Online. If there is a requirement to file the 1099 for another entity you are required to choose the and after that “Add another Intuit 1099 E-File Service Subscription“. The page will open and here you can start entering the information for the other entity.

Is there is any way to Access the Forms Which we have Filed in Past or Which may be Deleted?

Yes, you can see the deleted or forms filed in past from 1st Jan to 30th Apr from your QuickBooks Online account anytime. For that you need to navigate to the QuickBooks online and after that move to the Payroll tax and then 1099 filed forms. Now, select the form you want to view in PDF format.

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You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


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To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


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In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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