How can i export 1099 information to excel for my CPA?

Hi @ANGLRN8TN,

It sounds like you don't have the option to generate the 1099 form from within your QuickBooks Online (QBO). In that case, you can run a custom report to export your vendor information to your accountant. 

You can run a custom Transaction List by Vendor report. Filter it, so only your contractors with 1099 transactions are included. See this article for more details about the customization process: Customize reports in QuickBooks Online. 

When ready, click the Export button, then select Export to Excel. At this point, you can proceed with sending the Excel file to your accountant to process your 1099 form. 

If you have other questions about 1099s, place them in the comments below. I'll be around to provide further assistance. 

I do not see and option to filter for 1099 tracking. 

Hi there, @ANGLRN8TN.  

I’m here to help with your 1099 Transaction Detail Report.

In addition to my colleague's response, you will need to start the Prepare 1099’s process. The reason for this is to assign a form for the Vendors (i.e., 1099-NEC, 1099-Misc, etc.).

Here’s how:

Choosing Accounts for 1099 Tracking and Reports

1. Select the Expenses tab, then the Vendors section. 
2. Click on Prepare 1099's. 
3. On Step 2 - Accounts, check the option for whichever type of 1099 you are filing. 
4. In the drop-down menu, check off each Ledger Account that holds transactions for your 1099 vendors.

Once you have worked through adding that to the Vendor, you can cancel or exit out of the 1099 wizard, and your report will populate. Then Export either to Excel or PDF.

Additionally, you can check this article to learn which payments should be excluded from the 1099-MISC and 1099-NEC form: What payments are excluded from a 1099-NEC and 1099-MISC?

If you have any other questions I can assist with, just let me know. Anytime I can help.

I followed these instructions and it does not offer any sort of export that allows me to save the information to excel. It will only allow me to print the 1099's. I have looked everywhere and there is not a way I have found to solve this very simple problem. 

Let me show you how to get a copy of your 1099s to send it to your CPA, @ANGLRN8TN.

At this time, you can only generate a PDF file version of 1099 that you've generated. You'll just have on the Download icon when you're on the Print preview page. 

Here's how to download your 1099:

1. Go to the Payroll menu and click on Contractors. 
2. Select Prepare 1099s and follow the prompts.
3. Click on Finish preparing 1099s and select Print and mail.
4. Select the type of form you are printing and select Print sample on blank paper. 
5. Choose Yes, looks good!. 
6. Confirm the form you want to print and select View selected 1099 contractors to confirm your contractors.
7. Select Print on 1099 forms then Print to complete your printing.
8. Click on the Download icon when you're on the Print preview page.
9. You can close this window once you're done. 

You can check these articles for more information:

• Create and file 1099s using QuickBooks Online
• How do I print my 1099 forms?

Let me know if you have any other issues or additional concerns with your 1099s in the Reply section. I'm always here to help. Have a wonderful rest of the day!

We have finished processing our 1099's but can't see an option to download all processed 1099's but only a way to save each one individually.  How can we do one download for all processed 1099's?  thanks

I'd be delighted to assist you in downloading your 1099s, @jacobs1779. We'll need to access your QuickBooks Self-Employed (QBSE) account and download the forms from there.

Here's how:

1. Sign in to QuickBooks Self-Employed.
2. Go to the Clients menu.
3. Select the Forms tab.

You can go over this reference for more details: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed. From there, you'll also learn how to process the W-9 for your clients.

I've provided a few links below that address processing and filing tax returns as well as solutions to frequently asked 1099 questions:

• Create and file 1099s with QuickBooks Online
• Print your 1099 and 1096 forms
• Get answers to your 1099 questions

To ensure you can wrap up this year's filings seamlessly, you can use these resources to guide you on how to complete your tasks in QuickBooks Online (QBO):

• Year-end guide for QuickBooks Online
• Checklist for QuickBooks Online Payroll

Fill me in if you have other 1099 concerns or questions about QBO. I'm always ready to answer them for you. Have a great rest of the day, @jacobs1779.

As QB Online does not provide filing with each state, we are required to do this on our own. Our state requires an uploaded CSV file with 1099 information as we have over 1000 contractors.  Where can the 1099 information be exported to csv so that we can then upload ourselves to meet state requirements.  None of the above solutions work AT ALL to export 1099 data to csv.  If QB does not handle the state filing, it needs to provide a method for exporting the 1099 data.  We do not want to type in contractor data for 1000s of workers if this data is housed in QB already.  Please provide detailed instructions on how to EXPORT 1099 data to csv with screenshots please. 

Thank you for joining the thread, @ASR2000.

Allow me to help you to achieve your goal today. At the moment, the ability to export 1099s data directly to a CSV file is unavailable in QuickBooks Online (QBO).

As a workaround, we'll need to run the 1099 Transaction Detail Report. This report allows viewing your 1099 data and exporting it to excel.

Here's how:

1. Go to Reports.
2. In the search tab type in 1099 Transaction Detail Report.
3. Click Customize, then click Report period, Rows and columns, and Filter to let you choose what you want to show in your report.
4. Once done, click Run report.
5. Click the download or export icon o the upper right of the report once it is ready for viewing. 
    
   
6. Select Export to Excel or Export to PDF.
7. Once the exportation of the file is done, you can then search for a Converter Tool online to convert the exported file to CSV.

To learn more about 1099 Forms, you can. read through this article: Get answers to your 1099 questions.

If you need additional help with managing your 1099 Forms, never hesitate to reply to this thread. I'll be happy to extend a hand. Take care and have a good one!

Thank you Bryan for your response and willingness to assist. 

The issue is that our online version does NOT have a 1099 Transaction Report to select. Is there a reason it would not?  Using the custom option as someone answered above does not offer any filtering for 1099 vendors either- so that option does not work. 

 Please see the attachment and the options offered in the dropbox under Transaction search.  If I search 1099, nothing appears in the dropbox.  All of the answers refer to this report but there is not one??  

Thanks for keeping us updated, @ASR2000.

The 1099 Transaction Detail report will pull the transactions that have been mapped to a box when preparing the 1099 forms. As long as you’ve finished the process, you should be able to access the said report in QuickBooks Online (QBO).

There are times unexpected behavior like missing features are caused by browser-related issues. Online platforms like QBO collects cache files to save time and improve your browsing experience. However, it can slow things down once they become outdated or corrupted, which affects the program's functionalities.

You can perform some troubleshooting steps to sort this out. First, open your account in a private or incognito window for testing. You can use the shortcut keys below for quick navigation:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

After logging in, check the report. If it’s now available, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.

If the issue persists, I recommend contacting our support team to investigate it further. Our representatives have enough tools to verify the cause and can provide more solutions.

Once settled, you can use this reference to learn about your state's requirements for filing 1099s: File your state 1099 forms.

Please get back to this thread if you need further assistance with your reports, especially your 1099 information. I’ll be here anytime. Always take care!