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A
ANGLRN8TN
February 6, 2021
Question

How can i export 1099 information to excel for my CPA?

  • February 6, 2021
  • 2 replies
  • 0 views
I am trying to export all the 1099 contractor and vendor information for my CPA to complete my 1099's and taxes. Cannot find information on this process anywhere

    2 replies

    R
    Ryan_M
    February 6, 2021

    Hi @ANGLRN8TN,

     

    It sounds like you don't have the option to generate the 1099 form from within your QuickBooks Online (QBO). In that case, you can run a custom report to export your vendor information to your accountant. 

     

    You can run a custom Transaction List by Vendor report. Filter it, so only your contractors with 1099 transactions are included. See this article for more details about the customization process: Customize reports in QuickBooks Online. 

     

    When ready, click the Export button, then select Export to Excel. At this point, you can proceed with sending the Excel file to your accountant to process your 1099 form. 

     

    If you have other questions about 1099s, place them in the comments below. I'll be around to provide further assistance. 

    A
    ANGLRN8TNAuthor
    February 6, 2021

    I do not see and option to filter for 1099 tracking. 

      M
      mv32
      February 6, 2021

      Hi there, @ANGLRN8TN.  

       

      I’m here to help with your 1099 Transaction Detail Report.

       

      In addition to my colleague's response, you will need to start the Prepare 1099’s process. The reason for this is to assign a form for the Vendors (i.e., 1099-NEC, 1099-Misc, etc.).

       

      Here’s how:

       

      Choosing Accounts for 1099 Tracking and Reports

      1. Select the Expenses tab, then the Vendors section. 
      2. Click on Prepare 1099's. 
      3. On Step 2 - Accounts, check the option for whichever type of 1099 you are filing. 
      4. In the drop-down menu, check off each Ledger Account that holds transactions for your 1099 vendors.

       

      Once you have worked through adding that to the Vendor, you can cancel or exit out of the 1099 wizard, and your report will populate. Then Export either to Excel or PDF.

       

      Additionally, you can check this article to learn which payments should be excluded from the 1099-MISC and 1099-NEC form: What payments are excluded from a 1099-NEC and 1099-MISC?

       

      If you have any other questions I can assist with, just let me know. Anytime I can help.

      A
      ANGLRN8TNAuthor
      February 7, 2021

      I followed these instructions and it does not offer any sort of export that allows me to save the information to excel. It will only allow me to print the 1099's. I have looked everywhere and there is not a way I have found to solve this very simple problem. 

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