Zoho Books Setup Guide
How do I prepare and file 1099 forms using the data from Zoho Books?
You can link your Zoho Books organization to 1099SmartFile account. We will analyze and categorize the transactions from Zoho Books 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 to prepare and file your 1099 forms.
Login in to your 1099SmartFile account.
You can sign up for our service and create your filings for free. You don’t have to enter the payment information until you are ready to submit the filings.
Setup integration with Zoho Books.
Go to the 'Integrations' from left navigation and click on the 'Zoho Books' logo to begin the setup process for integrating with Zoho Books.
Login into Zoho Account.
You will be redirected to Zoho login page. Please login with your Zoho credentials. Note that you may not be promoted to login if you are already logged in. If you are in the wrong Zoho account, logout of your Zoho account and re-initiate the process.
Review the permissions we are requesting and authorize 1099SmartFile to access your Zoho Books data.
Verify connection details.
If the connection process is successful, you should see the connected Zoho Books organization details. Click 'Import Data' to import the data from Zoho Books.
Categorize your transactions.
On the Account Mapping page, tell us which chart of accounts map to which 1099 box amounts, by clicking the box name. We will pull all your transactions from Zoho Books and calculate the box amounts, saving you tons of time. If you don't want to categorize the transactions, you can skip this step and can manually enter the box amounts later. Click 'Next'' to review 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 Zoho Books and refresh the data from Zoho Books. 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 Zoho Books. Click 'Next' to import the data into 1099SmartFile.
Submit the filings.
Now, you are ready to submit the filings you have imported. Go to the 'Filings' tab to find the filings we imported. You can always make edits, add more payees and filings, before submitting.