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How to import data from Xero into Yearli

Views: 838 Created: 2017-11-30 15:20 Last Updated: 2018-12-05 14:22

SYMPTOM

I currently use the Xero software and would like to import data into Yearli to file 1099-MISC forms.  How do I import data from Xero into Yearli?

SOLUTION

The first time using Xero to import data into Yearli you will be required to setup an account on the Yearli site.  To do this:

  1. In the Xero software navigate to the Marketplace.
  2. Search for and select Yearli 1099.
  3. At the Yearli landing page, select the type of account that best fits your filing needs; Core or Performance.
  4. Follow the on-screen instructions to enter your user information; including name, company, address, email address and password.
  5. Select Confirm if setting up a Core account or Continue if setting up a Performance account.
    1. If the Performance account was selected, enter credit card information for the Performance fee and choose the Pay & Create Account button to finalize account setup.

To import data from Xero into Yearli after account creation:

  1. Within Yearli, at the Form Filing Home screen, select Start New Forms.
  2. Select Import Data.
  3. Choose the Xero button.
  4. The Xero import page will display with instructions and a link to a video tutorial.
  5. Select the Connect to Xero button to continue with the import process.
  6. Enter your Xero log in credentials.
  7. Select the payer you wish to import.
  8. Choose the Allow Access button.
  9. Yearli will begin importing the data for that payer.
  10. If errors are found with the 1099-MISC data, an Audit Report will display.
    1. Review the audit report and correct the necessary data errors within the Xero software.
    2. Start the import process again from Step 1.
  11. If no errors are found, the forms will be automatically imported into the Yearli site.  A message will display showing the total number of payers and forms imported.  Click Ok.
  12. The imported forms will be available to review and modify in Forms in Progress.
  13. Repeat Steps 1 - 11 for any additional payers that need to be imported.

APPLIES TO

  • Yearli Core
  • Yearli Performance