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March 11, 2020
Question

I need to edit a chart of accounts but it is tied to a 1099. It says I need to go t Edit, My Preferences, 1099 tax but not sure what to do after that.

  • March 11, 2020
  • 2 replies
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2 replies

Rejeil_O
March 11, 2020

Hi @rory2,

You'll have to remove or unmap the account from 1099 in the Preferences window. This allows you to edit the account in QuickBooks Desktop. I'll show you how.

1. Click the Edit menu and select Preferences.
3. Go to Tax: 1099 and choose the Company Preferences tab.
5. Select the click here hyperlink under If you want to map your account to boxes on Form 1099-MISC.
6. Look for the account you want to edit.
7. Choose Omit these payments from 1099 from the drop-down menu.
8. Click on Save & Close.

I’ve also added an article in case you want to reconcile an account in QuickBooks.

Feel free to leave a comment below if you have additional questions. Have a great day!

March 27, 2020

I followed the instructions to edit 3 expense accounts, only 2 successfully.  All 3 have entries in current and previous years. All 3 are sub accounts of the same account.  I compared the details of each account and they are all the same.  I can't figure out why the 3rd one won't take.

Rubielyn_J
March 27, 2020

Hi there, @San Diego Chorus.

 

I appreciate you following the steps provided by my colleague. 

 

One of the possible reasons why you weren't able to edit one of the expenses is that the account is linked with the 1099 wizard. To fix this, you need to unselect that expense account.
 

I'll be attaching these article for future reference: 

Please let me know if you have any confusion. I'd be glad to help you. Have a pleasant day!


 

January 21, 2021

My problem is a little  different.  I need to unmap an account that is not omitted from my 1099 amount.  I have selected "Omit these payment from 1099 yet it continues to add it to the 1099 NEC Box 1.  Very annoying.  I even change the posted amounts to a different account and QB added that account to Accounts used for 1099.  How can I remove that account from the Accounts used for 1099?  I was hoping you got an answer to your problem that might help mine.  Thank you.

January 21, 2021

I appreciate you providing the troubleshooting steps you've done to resolve the issue about unmapping an account to correct 1099, Flashback69.

 

To start, let's switch to a single user mode when omitting the accounts.

  1. Click File on the upper menu.
  2. Select Switch to Single-User Mode.

Once done, let's try the steps below to make some changes to the 1099 accounts:

  1. Go back to the 1099 Wizard.
  2. Proceed to Step 3: Map Accounts.
  3. Look for the expense account and temporarily assign it to Box 7.
  4. Hit Save and close.
  5. Reopen the 1099 Wizard and go back to Step 3: Map Accounts.
  6. Look for the account and make sure to select Omit these payments from 1099 in the Apply payments to this 1099 box column.
  7. Tap Save and close.

After that, check if 1099 is accounted for properly.

 

For more details about the 1099 Wizard, see this article: Create and file 1099s with QuickBooks Desktop.

 

You may also find below links helpful:

Let me know how this goes and feel free to come back here if you have QuickBooks related concerns. I'll be around to help. Take care and have a great day.

January 21, 2021

Thank you for trying to help but I had already tried that.  This time I went so far as to close QB and reopen it after switching back to Omit from 1099 but it didn't work.  This is crazy that you can't unattach an expense from the 1099 function.  Is it something to do with the new 1099-NEC because that is what I am using.  I'm going to have to hand write the 1099.  Thank goodness there is only one.  Have a great day as well.