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    1099s - How Do I File With QuickBooks?

    [fa icon="clock-o"] Jan 10, 2018 8:21:00 AM [fa icon="user"] Kathy Dise [fa icon="folder-open'] QuickBooks, Small Business, Financial Management, For Accountants

    Yes it is 1099 season! If you are a small business and don’t have bookkeeping support, what is the quickest way to get your 1099s out to the correct vendors?

    Businesses are required to send a 1099 to:

    • Service providers that you paid $600 or more
    • Your landlord for the rent you paid
    • All attornies even if they are incorporated

    Who don’t you send a 1099 to?

    • Corporations
    • Suppliers of products like utilities or office supplies

    The two easiest ways to file are:

    1. Hand fill out free forms from the government

    OR buy the forms at OfficeMax.

    You can get free forms from the government and 

    if you have only a couple 1099s to file, it is easiest to just fill them out by hand. Click here to access the free forms.

    You need to order the 1099-MISC and a 1096. Here’s what a form would look like if you have two returns to complete.  


    2. Use the QuickBooks 1099 Wizard to print or E-File

    You will want to use the QB 1099 Wizard and follow the instructions to determine who should get a 1099. Here is where you will find the Wizard:

    QB Desktop - under the vendors tab on desktop. 

    QB Online – in the vendors area there is a button near the top right.


    We suggest using the E-file option because:

    • Printing the forms is time consuming. Getting the layout just right always takes more time than you think it will.
    • You won’t have to order forms which are expensive.
    • With E-file you can email the 1099 to your vendors so delivery is faster.

    Make sure you captured all your 1099 vendors:

    • Run a report - Expenses by Vendor for the year - cash basis
    • Export to excel
    • Sort by $ amount
    • Delete all under $600
    • Delete every vendor that is not an individual, accounting firm, landlord or attorney (if unsure ask your accountant)
    • Go to each Vendor on your final list. Make sure you have:
      • Checked needs 1099
      • Address
      • Email address
      • Tax ID Numbers for all your 1099 vendors

    Start the 1099 Wizard

    The wizard will let you know who is set up for a 1099.

    • Compare your list above to the Vendors on your list.
    • Choose the correct accounts for 1099s
      • Possible 1099 accounts: Professional Services, Subcontractors
      • Not 1099 accounts: Office supplies, travel
    • Finish the process using the Wizard

    If you have any questions about getting this necessary task done, contact us.  We are here to help you out.

    contact us

    Kathy Dise

    Written by Kathy Dise

    Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.

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