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tlm59
March 28, 2024
Question

Unmap 1099 box for Chart of Accounts in QuickBooks Accountant Online

  • March 28, 2024
  • 1 reply
  • 0 views

I am having the devil of a time unmpapping accounts with the 1099 box in Quickbooks Accountant Online.  I know where it is in QB Desktop, but all of the instructions I found in the forum to not translate to QB Accountant Online.

 

Can someone tell me where to go to uncheck the mapping to the 1099 that I currently have?  My boss wants to revamp the COA and I can't make accounts inactive that are mapped.

 

Thanks so much for your help!

1 reply

R
RoseJillB
March 28, 2024

I've got you instructions about unmapping accounts associated with your 1099 in QuickBooks Online Accountant (QBOA), @tlm59. This way, you'll get these accounts deleted to have a fresh start.

 

Before anything else, you'll want to consider moving your existing contractor payments to the new account to keep your records accurate. You can do so by creating a journal entry or by following the steps below:

 

  1. Go to the Expenses menu and filter the transactions to narrow down the contractor's payment you need to edit.
  2. Once located, let's select either View/Edit to go into the transaction.
  3. From there, select the new account by drilling down the Category dropdown.

 

After that, let's go over your 1099 mapping to assign the new accounts to their designated boxes. To start, please proceed with the steps below:

 

  1. Go to the Payroll menu and select Contractors. 
  2. From there, tap the Prepare 1099s button to route you to the mapping section.
  3. Verify your Company Information and TIN, then, click Confirm info and start filing.
  4. Click the Delete icon under the Remove column to remove these accounts.
  5. Hit the Select Accounts button in the right corner, select your new accounts, and assign them to 1099 boxes.
  6. Lastly, click Next to trigger the system to record your changes. Then, close the window.

     

Once done, you can start making these accounts inactive in your Chart of Accounts (COA). Furthermore, you can run a 1099 Transaction Detail Report to validate the changes to your accounts. 

 

If you need further assistance with managing your accounts in QBOA, please do not hesitate to ask. I would be more than happy to provide any additional help you require. Take care!

J
JodyCPA
January 30, 2025

How is this done in QB Desktop?

R
rvrfrf
January 30, 2025

Thanks for joining this thread, JodyCPA.

 

If you paid 1099-MISC and 1099-NEC contractors and posted payments to the same account, you'll need to edit your chart of accounts. This ensures separate accounts are available for each form to use. Afterwards, you can either create a journal entry to move amounts, or you can edit existing payments to the new accounts.

 

Before adjusting your data, I'd initially recommend performing a backup of your company file. If you need to amend prior year forms, you'll need to restore this backup to access the forms and data from before 2020. The data for prior years won't show accurately once you map your new boxes on the forms. You also have the option of printing this information for your records before making any adjustments.

 

Next, you can create 1099 reports to identify your amounts paid and to which accounts.

 

Here's how:
 

  1. In the top menu bar, go to Reports, then Vendors & Payables.
  2. Choose either 1099 Summary or 1099 Detail. Reports will default to your Last Calendar Year, so be sure to set it up for an appropriate date range.
  3. Use the 1099 Summary to identify vendors, and your 1099 Detail to identify the transactions. Review your totals to determine which amounts may need to be moved.

 

After reviewing the reports, you can create a new account to track your payments:
 

  1. In the top menu bar, go to Lists, then Chart of Accounts.
  2. Use your Account drop-down list and choose New.
  3. Pick Expense, Other Expense, or COGS for its account type, then click Continue.
  4. Enter an Account Name and details such as Tax-line Mapping, Description, and Note.
  5. Select Save & Close.

 

You can repeat this process for each new account to be reported on the 1099-NEC or 1099-MISC.

 

Next, you can move your payments to the new account by creating a journal entry, or editing existing payments to your new accounts.

 

I've also included a detailed resource about working with journal entries which may come in handy moving forward: Create a journal entry

 

Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!

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