TAX1099 Integration With QuickBooks Desktop

Key Takeaways

Tax1099 integrates with QuickBooks Desktop to transfer vendor data without manual entry.
Users can eFile 1099-MISC and 1099-NEC using imported QuickBooks Desktop data.
The QuickBooks Desktop plugin imports 1099 vendor details into Tax1099.com.
Follow the listed installation steps to set up the QBD plugin and complete the import.

Tax1099.com integrates with QuickBooks Desktop so users can transfer their data without manually entering vendor and contractor’s payment information.

Intuit is focusing more on developing the cloud-based “QuickBooks Online” and getting rid of the sync manager in QuickBooks Desktop. Don’t worry, you can still eFile 1099-MISC and 1099-NEC forms directly from QuickBooks Desktop using Tax1099’s QBD Plugin.

Tax1099.com offers a plugin to connect QuickBooks Desktop to our Tax1099 software. This plugin adds a menu item to the “Company” menu and allows you to import your 1099-MISC and 1099-NEC data.

How To Install The QBD Plugin

First, you need to add the plugin to your QuickBooks Menu.

Steps:

Select Imports menu in tax1099 > choose option for QuickBooks Desktop
Follow the instructions in the zip file
Close all QuickBooks-related programs or files before installing the plugin
Temporarily disable your antivirus/firewall
Right-click QuickBooks to run as an administrator

You may need to work with your hosting provider (Cloud 9, Right Networks, InsynQ, NovelASPect, etc.) These hosting providers control the installation process.

The first time you open a company file after the install, QuickBooks will ask you’d like grant access to Tax1099.com. This allows Tax1099.com to access information like taxpayer identification numbers. Once you grant permission, your company’s information will be ready for import.

You’ll be asked to give access to each company’s files, but you’ll only have to go through the process of installing the plugin once.