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Easily E-File and Manage 1099 Forms Online Without the Hassle


QuickBooks 1099-INT: How to E-File and Print

QuickBooks customers can print and electronically submit 1099-INT forms by using 1099 Software. 1099 Software is excellent, cost-effective, and simple […]


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QuickBooks customers can print and electronically submit 1099-INT forms by using 1099 Software. 1099 Software is excellent, cost-effective, and simple to use. There are two options available for 1099 software: Compatible with Windows and Mac operating systems for e-filing or printing.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Forms included in the 1099 program are 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, and 1099-NEC. You can print recipient copies of forms 1099-MISC and 1099-INT on blank paper before filing them. You must use pre-printed forms for the copies you submit to the IRS and the state. Print all forms, including 1099-R, 1099-S, and 1099-DIV, on pre-printed forms. Importing data from a preceding year will save you time. To file electronically using the IRS’s FIRE system, select the E-file version (requires prior registration with the IRS).

Enter your information on screens that are made to resemble the actual forms 1099 in order to reduce errors. The program is specifically made to manage countless recipients and countless companies.

Steps to E-file and Print QuickBooks 1099-INT

Below given are the steps to E-file and Print with the help of QuickBooks 1099-INT Software:

  • First, You have to open the W2 Mate program. In case, you don’t have the W2 mate program then you have to visit the 1099 software download website for downloading the W2 Mate program.
  • Ensure that the company from which you want to import forms 1099-INT is open and that QuickBooks is running.
  • Select Import Data in W2 Mate before (W2 and/or 1099 Data) from QuickBooks. The QuickBooks import wizard will open automatically.
  • You must connect to QuickBooks by following the steps displayed on-screen in front of you.
  • You can see on the screen that is, “Type of Data to Import and Tax Year”:
    • When asked what kind of data you want to import, choose “1099 Data.”
    • Select Form 1099-INT – Interest Income from the list of 1099 forms to which you want the information from QuickBooks to be mapped.
    • You must provide the 1099 box to which you want the financial amount to be allocated. Select one of the choices listed below:
      • In Box -1: Income from an interest in 1099-INT
      • In Box -2: Early withdrawal Penalty for 1099-INT
      • In Box -3: Interest on U.S. Savings Bonds and Treasury Obligations 1099-INT
      • In Box -4: Federal income tax withheld from 1099-INT
      • In Box -5: 1099-INT Expenses for Investments
      • In Box -6: Foreign Tax Paid in 1099-INT
      • In Box -7: Form 1099-INT, Tax-exempt interest
      • In Box -8: Specified private activity bond interest on 1099-INT
  • W2 Mate will read the QuickBooks 1099 data and display it in a spreadsheet layout. The 1099-INT boxes will appear in this view as they will when they are imported into W2 Mate. Before actually importing data into W2 Mate, you will have the opportunity to examine, amend, and rectify any information in this phase. Pay attention to the following.
  • When you’re ready, click the next button to start importing 1099-INT forms into W2 Mate.
  • Using the 1099-INT information in W2 Mate, you may go to the 1099 & 1098 recipients screen and look over the list of 1099-INT recipients.
  • Select 1099 &1098 forms when you’re ready to print QuickBooks 1099-INT forms. You can evaluate all 1099-INT boxes on this screen and print the required documents.

Importing of 1099-INT Data from QuickBooks Desktop

Follow the following steps to import 1099-INT data from QuickBooks:

  • First, You must ensure that the right company is open in W2 mate.
  • Navigate to the top menu and then click on the “Import Data” tab.
  • For opening the QuickBooks Import Wizard, you have to choose the “From QuickBooks (W2 and/or 1099 Data)” option. As you hit the option, the wizard will open in front of you.
  • Now, read the Message carefully and understand that you will need to have QuickBooks open and actively running.
  • Hit the “Next button” to move forward to the next page.
  • Select the “Connect to QuickBooks option on the next page. This will open a QuickBooks dialog box in front of you which asks you if you want to authorize W2 Mate to access the company information in QuickBooks.
  • Now, select the “Yes” button in order to confirm.
  • Checkmark the box so that it allows this application to access your personal data from the system.
  • Hit the “Continue” button.
  • Once the above step is completed successfully then you can Click the “Done” button.
  • Select the “Next” button.
  • Choose “Next”.
  • Now, you have to select 1099 Data.
  • From the drop-down menu of 1099 data, you have to select “Tax year”.
  • Now, you have to choose form 1099-INT from the drop-down menu.
  • You have to choose the correct 1099-INT box for monetary amounts from the drop-down menu.
  • Press the Next button.
  • Hit the OK button for confirmation.
  • Examine the import data that you want.
  • If you are done with the above step then press the next button.
  • Press Finish exiting as you have done successfully.

Importing of 1099-INT Data from QuickBooks Online

The steps to import 1099-INT data from QuickBooks online are:

Detail Report of Transaction 1099:

  • From the menu on the left, you have to select Reports.
  • Click on the 1099 Transaction Detail Report in the second step.
  • Now, Decide the period of reporting.
  • Press the Run Report button.
  • Now, Select the icon of Export from the menu.
  • Choose the option Export to Excel.
  • In order to save the excel 1099 Transaction Detail report you have to click Save and then choose Save As button.
  • Now, You have to select where you want to save the file.
  • Press the Save button.
  • Now, Exit the pop-up window which is displayed on the screen.

Contact list of vendor

  • Now from the left menu, You have to select Reports.
  • Select the Contact List of Vendor.
  • Click on the Settings Icon in order to do some changes in settings.
  • Choose the Vendor, Email, Account, Tax ID, Street, City, State, and Zip column selections from the list.
  • Now, Press the Export Icon.
  • Choose the Export to Excel button in order to start exporting data.
  • To save the excel vendor contact list, click “Save” and then choose “Save As.”
  • Pick the folder in which you wish to save the file.
  • Press Save.
  • At last, hit the exit pop-up window button in order to exit from the screen.

Creating of CSV file

  • Select the Vendor Contact List file which you saved earlier from QuickBooks Online by clicking Browse.
  • Now, Choose the file for the vendor contact list.
  • Once you choose the file, click on it in order to open it.
  • Select the 1099 Transaction Detail report saved file from QuickBooks Online by clicking “Browse.”
  • Choose the report file for the 1099 Transaction Detail.
  • Press the Open button.
  • To choose where to save the newly formed CSV file, click “Output Folder.”
  • Decide where you want to save the fresh CSV file.
  • Once you are done with the above step, Press the “OK” button.
  • Now, select the “Create File” option.
  • Press the OK button.
  • Now you can review the CSV file and make any necessary changes before re-saving it as a CSV file type.
  • You are now prepared to import the data from your 1099 into W2 Mate.

Opening of File in W2 Mate

  • First, You have to ensure that the correct company is open in W2 mate
  • From the top menu bar, you have to select Import Data.
  • Choose the right 1099 Form data which you want to import.
  • To choose the appropriate CSV file to import, click the Browse button.
  • Choose the CSV file produced by W2 Mate QuickBooks Online Helper.
  • You have to press the open button in order to open the file.
  • Now, Label each and every field.
  • Click the Import button.
  • Press the OK button.
  • Once you have executed the above steps, Press the Close button in order to exit from the screen.

Print of 1099-INT Form

The instructions which are needed to be followed by you so that you can print the 1099-INT Form are explained below:

  • Make sure the appropriate Company is open in W2 Mate.
  • Data from QuickBooks’ 1099-INT form has been loaded. Inside W2 Mate, examine the imported data.
  • From Shortcuts, select “1098 & 1099 Forms.
  • Press the Print button.
  • Choose the recipients from the list.
  • Choose the sort of copy to print in step two.
  • Select Print DATA only to print the data only on the preprinted IRS red form.
  • Press OK button
  • From the drop-down list, choose the appropriate printer that you are selecting.
  • Press OK and give the confirmation.
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Frequently Asked Questions (FAQs)

How can I File 1099-INT?

Visit IRS.gov/Form1099INT to access the most recent version. For each individual to whom you paid amounts reportable in boxes 1, 3, or 8 of at least $10 (or at least $600 of interest paid in the course of your trade or business as stated in the instructions for Box 1), complete Form 1099-INT, Interest Income.

Is there a Need to File IBNT?

For each individual to whom you paid sums reportable in boxes 1, 3, and 8 of at least $10, submit a Form 1099-INT. Regardless of the payment’s size, you were required by the backup withholding regulations to withhold any federal income tax from the payer and refrain from refunding it.

Can I Preprint the 1099 Form?

IRS does not currently certify the replacement forms. On the red-ink forms, you must print 1099-NEC copies A and 1096. IRS modified the 1099-NEC form’s design. For this change, our software has been upgraded.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

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


How can I Import in Dancing Numbers?

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.


How can I Delete in Dancing Numbers?

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.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot 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.


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.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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