QuickBooks Online Setup Guide
How do I eFile 1099 forms using the data from QuickBooks Online?
You can link your QuickBooks Online account to 1099SmartFile account. We will analyze and categorize the transactions from QuickBooks Online account and map them to various boxes for 1099-MISC and 1099-NEC forms, based on the account mappings you provide. Please follow the instructions below.
Login in to your 1099SmartFile account.
You can sign up for our service and create your filings for free. You don’t even have to enter the payment information until you are ready to submit the filings
Setup integration with QuickBooks Online
Go to the 'Integrations' from left navigation and click on the 'QuickBooks' logo to begin the setup process for integrating with QuickBooks Online.
Sign in into your QuickBooks Online account.
Please use the credentials of the QuickBooks Online account you want to import the data from. Accountants, login with your accountant credentials. You will be able to select a client later in the flow.
Connect 1099SmartFile to your QuickBooks Online account.
If you have multiple QuickBooks accounts, please select the account you want to connect to. Accountants, if you connecting to your firm, check 'Install for your firm' checkbox. If not, select a client from the client dropdown. Once you connect the accounts, you will be redirected back to 1099SmartFile
Verify connection details.
If the connection process is successful, you should see the connected QuickBooks online account details. Click 'Next' to categorize your transactions
Categorize your transactions.
On the Account Mapping page, tell us which chart of accounts map to various 1099 box amounts, by clicking the 'Pencil' icon against each box. We will pull your QB transactions and calculate the box amounts, saving you time. If you don't want to categorize the transactions, you skip this step and can manually enter the box amounts. Click next to import the data.
Review the data to be imported.
We will pull all your Vendors and vendor expense transactions and create the payees and 1099-MISC and 1099-NEC filings. (Filings will be created only if you have categorized the transactions in the previous step). Please review the data to be imported. If anything is wrong, fix the data in QuickBooks Online and try this step again. You will be able to make changes to the imported data in our systems, but please note that, the data updated in 1099SmartFile will not be synced back to QuickBooks Online account. Click 'Next' to import the data to 1099SmartFile.
Submit your filings
Now, you are ready to submit the filings you have imported. You can always make edits, add more payees and filings, before submitting.