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jantco
January 15, 2024
Question

Assigning accounts for 1099s

  • January 15, 2024
  • 3 replies
  • 0 views

My client converted from QBDT to QBO.  None of her 1099 tracking for accounts came across.   

I selected the accounts to be flagged, and I can choose the 1099 box for the first account, but when I try to assign the others it just returns to the first account and won't let me add any others.  If I try to go to the next page I get an error that each account needs to be assigned.  I would love it, but it won't let me.

3 replies

MirriamM
January 15, 2024

Hi there, jantco.

 

Let me help you assign your 1099 to its proper account.

 

To ensure we're on the same page, did you get any error message when assigning the other accounts to a specific box for 1099? Any extra information is much appreciated.

 

On the other hand, if you made payments to 1099-MISC and 1099-NEC contractors and posted them in the same account, you will need to modify your chart of accounts. This will allow you to have different accounts for each form. Then, you can either create a journal entry to transfer the amounts or modify the existing payments to the new accounts. For detailed step-by-step process, you can visit this article: Modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

 

For guidance in preparing and filing 1099 forms in QuickBooks Online, see these articles:

 

 

For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Online.

 

Fill me in if you have other 1099 concerns or questions. I'll get back to help and make sure you're taken care of.

jantcoAuthor
January 16, 2024

Thank you for your reply, but you did not address my issue.

 

When I go to the vendor tab and select prepare 1099's and then select accounts I go through and add all the accounts that should be flagged as a 1099 account.  I can then assign the correct form/box number to the first account, but it will not allow me to select any box for any additional accounts.

MirriamM
January 16, 2024

Hello there, jantco. I appreciate you getting back and providing additional information about your concern.

 

Being able to map your accounts to 1099 boxes is my top priority.

 

I've replicated your concern on my sample company file, and I was able to add accounts and select a specific box. For your visual reference, here's a screenshot that you can check.

 

We also haven't received any reports from other users having the same issue when assigning 1099 boxes for other accounts. Since you're unable to select the 1099 box for the added accounts, let's perform some troubleshooting steps to investigate the cause of the issue. I recommend logging in to your QuickBooks Online (QBO) account via incognito mode or a private window. This way, it confirms if the cache is the cause.

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once logged in, try to prepare 1099 again. If you have no issues when assigning 1099 box to those added accounts, go to your default browser and clear the cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information. 

 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

However, if none of those work, I suggest contacting our Customer Care Team to report the issue to our engineers.

 

To reach them, click the ? Help button at the top-right corner of your QBO account and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

 

If you need further assistance or have any other questions about the 1099 form, please let me know. I'm always here to help!

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