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How do I import my 1099-MISC and/or W-2 data from the desktop version of QuickBooks?

Views: 1652 Created: 2018-01-14 23:00 Last Updated: 2018-12-05 14:26

SYMPTOM

I use the desktop version of QuickBooks.  How do I import my 1099-MISC or W-2 data into Yearli?

SOLUTION

To import your data from the desktop version of QuickBooks, you will first export the information out of QuickBooks and then import it into Yearli using the Excel import template.

  1. Log into your Yearli account.
  2. Select Start New Forms.
  3. Choose Import Data.
  4. Select the QuickBooks option.
  5. Choose the Desktop version of QuickBooks.
  6. Select the link to Begin QuickBooks Desktop Data Export.
  7. Install the Export Wizard.
  8. Run the Export Wizard to create the Excel import file.
    1. Go to the Start Menu.
    2. Select All Programs.
    3. Choose Export Wizard.
    4. Follow the on-screen steps to map your W-2 or 1099-MISC data to create and save the Excel import file.
  9. Log into your Yearli account.
  10. Select Start Forms.
  11. Select Import Data.
  12. Choose the Yearli option.
  13. Select the W-2 or 1099-MISC form type, depending on the data you wish to import.
  14. Choose Browse for File to find and select the Excel file created by the Export Wizard.
APPLIES TO

  • Yearli Core
  • Yearli Performance