BQE Core Setup Guide

How do I prepare and file 1099 forms using the data from BQE Core?

You can connect a BQE Core company to 1099SmartFile. We import vendors and transactions, and you map accounts to 1099 boxes before you file. Follow the steps below.

Log in to your 1099SmartFile account.

Start the BQE Core connection.

Open Integrations from the left navigation and choose BQE Core.

Sign in to BQE Core and authorize 1099SmartFile.

Sign in with the BQE Core account you want to import. Review the access requested and authorize the connection. If you are already signed in to the wrong company, sign out of BQE Core and start this step again.

Map accounts to 1099 boxes.

On the account mapping page, choose which chart of accounts belong in which 1099 box. You can skip mapping and enter box amounts yourself later.

Review the import and file.

Review the vendors and filings created from BQE Core. Fix anything that is wrong in BQE Core and import again, or edit the data in 1099SmartFile. Changes you make in 1099SmartFile are not written back to BQE Core. Submit the filings when the data is ready.