Changing the Level of an account that is associated with a 1099 Category

Let's make sure that you're able to make changes to your expense account, AmyMac.

I have some steps to recommend that can resolved issues when making changes to 1099 accounts. Here's how:

1. Go back to the 1099 Wizard.
2. Proceed to Step 3: Map Accounts.
3. Look for the expense account and temporarily assign it to Box 7.
4. Click Save and close.
5. Reopen the 1099 Wizard and go back to Step 3: Map Accounts.
6. Look for the account and make sure to select Omit these payments from 1099 in the Apply payments to this 1099 box column.
7. Click Save and close.

Once done, go back your Chart of Accounts and check if you can already create a sub-account. 

Keep me posted or add a reply below if you need more help with your expense accounts.

I tried it again and followed your steps exactly and still no luck.....

Tried it again, no success. Exited, came back in, still no good. :(

Same issue and support wasn't able to help

I am having this same issue and even after following the instructions here, I still get the same warning message.  I am trying to re-organize mainly all income/cogs and expense accounts.  Is it possible that if I have used some of these accounts for 1099's in the past and that is why it is preventing me?  The only thing I have not tried is removing the check box from all 1099 vendors where it asks if they are 1099 eligible.  I have several in that list so I'm hoping I could avoid doing that.  I have also tried to turn 1099s completely off in preferences - even after "omitting" all accounts from 1099s.  And I have also gone through all 1099 eligible vendors and removed any pre-filled accounts from their account settings.  I'm on QB Enterprise v20.

Hi mac999,

You'll want to switch to a single-user mode so you can omit the accounts.

Here's how: 

1. Click File on the upper menu.
2. Select Switch to Single-User Mode.

Once done, go back to your Chart of Accounts so you can re-organize all your income and expense accounts.

Also, if you've used some of these accounts before or if you want to remove the checkbox from your 1099 vendors, this doesn't affect your accounts.

For future reference, please check this article for more information: Add and Match Bank Feed Transactions in QuickBooks Desktop.

If you have any other questions, feel free to comment below. We're always here to help you.

It continues to give me the error message even though I have changed to Omit these payments...

I really don't understand the point of not letting the user move the account when it's associated with a 1099.   So what????  You are forced to remove it and then put it back on.  SO STUPID!

Hi there, @mlcconn.

Let me share some options on how you can fix this problem.

First, you can try running the Verify and Rebuild tool. This helps detect any issues in your company file and corrects them. 

Beforehand, create a backup copy of your QuickBooks company file: Create Back up Copy.

To verify data:

1.  Select Window then Close All.
2.  Choose File then Utilities. 
3.  Click on Verify Data.

If the tool detects an issue, rebuild the file by following these steps:

   1. From the File menu, choose Utilities and select Rebuild Data.

   2. Click OK in the QuickBooks Information window and wait for the tool to repair your file.

   3. Hit OK once done.

Also, you can update QuickBooks Desktop to the latest release so it will have the up-to-date fixes: How to update QuickBooks Desktop to the latest release.

However, if you get the same issue, I suggest contacting our QuickBooks Technical Support Team by following the steps provided by my colleague @MarsStephanieL. They have the tools to help check the root cause of this issue.

Please let me know if you have more questions. I'll be here to help.

I am having this same issue.  I have verified the date and there are no problem.  Any other solutions?

I'm having the same problem.  Did you find a solution?

Thanks

Greetings, @ES4.

I appreciate you for sharing the details you've done on your end. Were you able to perform the steps provided by my colleague ReyJohn_D above? If not, I recommend doing it so.

However, if you have and the issue still persists, I recommend contacting our Support Team. From there, they can securely check your account and perform extra troubleshooting steps to resolve this. Here's how to contact them in your QuickBooks Desktop (QBDT) software:

1. Go to the Help menu
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue, then select Continue.
5. Choose your preferred way to get in touch with them. 

Additionally, do visit our Help articles page for future reference. There, you can read reliable resources that can guide effectively managing your QBDT.

Know that I'm always here whenever you need help. Keep safe and stay healthy!

Hello JasroV -  Yes, I have done everything previously asked, but it still won't let me change the COA.  I will contact support.  Thank you

Hi AmyMac,

I had this problem too and after 3 days trying to figure it out, here is the solution that worked for me:

Open your CHART OF ACCOUNTS; right click & choose the option to customize columns in the COA.

Add "1099 Account"  to your display & you can see which accounts are associated with it.

Go to VENDORS at the top toolbar, then down to PRINT/FILE 1099's, then to 1099 WIZARD .

Go all the way through the wizard, (even with nothing to file for 1099's), until it is completed / finished.

Go back and look at the 1099 boxes next to the COA - mine all went away.

Now I can arrange / change as I need to.

Hope you have success.

I was having the same problem and this is what worked for me:

Open your CHART OF ACCOUNTS; right click & choose the option to customize columns in the COA.

Add "1099 Account"  to your display & you can see which accounts are associated with it.

Go to VENDORS at the top toolbar, then down to PRINT/FILE 1099's, then to 1099 WIZARD .

Go all the way through the wizard, (even with nothing to file for 1099's), until it is completed / finished.

Go back and look at the 1099 boxes next to the COA - mine all went away.

Now I can arrange / change as I need to.

Thank you this was the solution. Greatly Appreciated!!!

this was the solution

thank you

I have some steps to recommend that can resolved issues when making changes to 1099 accounts. Here's how:

1. Go back to the 1099 Wizard.
2. Proceed to Step 3: Map Accounts.
3. Look for the expense account and temporarily assign it to Box 7.
4. Click Save and close.
5. Reopen the 1099 Wizard and go back to Step 3: Map Accounts.
6. Look for the account and make sure to select Omit these payments from 1099 in the Apply payments to this 1099 box column.
7. Click Save and close.

Once done, go back your Chart of Accounts and check if you can already create a sub-account. 

Keep me posted or add a reply below if you need more help with your expense accounts.

This worked, thank you.

This only worked when I went through ALL the steps in the 1099 wizard - as you kindly suggested.  

I am having the same problem.  1099 associations were done by someone else and I just want to change/delete the association.  I have gone to Company Preferences and 1099 but don't see any option for changing prior associations.

Thanks for joining us here today, @Carol3224.

I have some information about changing the account for your 1099. You'll have to run through the 1099 wizard to change it. Let me guide you how.

1. Go to Edit at the top. Then, select Preferences.
2. Choose Tax: 1099, and then hit he Company Preference tab.
3. Click the link next to If you want to map your accounts to boxes on Form 1099-Misc. This will open the QuickBooks 1099 Wizard.
4. In the Map vendor payments accounts page, mark the box next to Report all payments in Box 7.
5. Look for the account in the Apply payments to this 1099 box column. If you're unable to see it, tick the Show 1099 accounts drop-down and change it to Show all accounts (see the image below).
6. When you're done, click Save & Close.

Please check out this article for details: How to modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

You can also browse this link here if you need help with other tasks in QBDT. It has topics and articles that'll guide you through the process.

Let me know if you still have questions or concerns with 1099s. I'm always here to assists you. Have a great day ahead. 

What can be done if when trying to unmap the account, it will not allow the drop down window to open in order select "Omit"? 

I'm here to ensure you're able to unmap the account, Libolt1.

This could be a browser-related issue. The stored cache can affect the performance of QuickBooks which can cause unexpected behavior. I'd suggest accessing your account via a private window. 

Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once signed in, unmap the account. If you're able to do so, let's clear the browser's cache. This improves the functionality of the program.

You can also use supported browsers to have the most secure experience with QuickBooks.

To become more familiar with the boxes on the form, please see these article:

• 1099-MISC box 7: Nonemployee Compensation
• About 1099 Boxes

Additionally, I encourage checking our prepare and file 1099 guide. This helps you ensure everything is accurate.

In case you'll need assistance in dealing with your 1099 form, don't hesitate to get back to this thread. It's always my pleasure to help you out again.

Click on "Edit" in the top left-hand corner of the QuickBooks window.

Click on "Preferences".

Scroll down and click on "Tax: 1099".

Click on the "Company Preferences" tab.

Click on the blue font that says "you can do it here" in the second option that says "If you want to map you accounts to boxes on Form 1099-NEC,"

Click "Yes".

Look for the account number/name you are trying to unmap. Once you locate it, change the selection in the third column to the right of the account number/name to "Omit these payments from 1099". 

Click on "Save & Close".

You're done. You should now be able to make the change.