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eenermure
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

 
15 Comments 15
Mark_R
Moderator

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Hi eenermure,

Let's get this phone number removed and get your 1099's printed the way you want it.

If you set up a phone number on the account, it'll show on the form every time you're trying to prepare 1099's.

If you don't want it to show on the 1099's, you'll need to remove your phone number from your contact information section. Here's how.

  1. Click on the Gear icon, choose Account and Settings.
  2. On the Company panel, select Contact info and click on the pencil icon.
  3. Change or remove the Company phone you set up.
  4. Click Save.

Feel free to read these articles for your reference:

1099 E-File Service: QuickBooks Online Setup, Troubleshooting, & FAQs

How to Configure Company Settings

Don't hesitate to leave a comment below if you have additional questions. Have a great day!

angelareames
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

I am having the same issue. My personal cell phone (connected to my account for two-factor authenitication) is showing up on the 1099s. The company phone numbers are correct in quickbooks under company settings and there was NO WHERE in the 1099 process to change the phone number (I did this for three companies) from my cell to the company number. Too late now, but hoping this can be resolved for next year/future cases.

MirriamM
Moderator

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Appreciate your time reaching out to us, angelareames,

 

In QuickBooks Online, the default phone number in your company profile is the same information that will appear on your 1099 forms.

 

It'a a great idea to be able change phone number in the 1099 process. We can see how this feature would be useful in the system but I will forward this request to our product engineers so they may consider this for future upgrades.

 

If this feature is necessary to your business, let our product engineers know.

 

Here's how:

  1. Click the Gear icon at the top then select Feedback.
  2. Enter your comments or product suggestions then click Next.
  3. You’ll be provided with a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category then select Send message.

This feedback is submitted to the Product Development team which is then considered for inclusion in future product updates.

 

If there’s anything else I can do for you concerning your QuickBooks Online account, don’t hesitate to reach out again. I’d be glad to help. More powers to you and to your business!

angelareames
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

The company numbers are correct in the location indication in the response to the OP, however that is not the number showing on the 1099s. There is an error in the online 1099 process that is pulling in the user's phone number instead of the company phone number.

IamjuViel
QuickBooks Team

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Hello there, @angelareames.

 

Allow me to share additional information why your phone number reflects on your client's 1099 forms. 

 

When creating your client's 1099 form, may I ask how did you do it? Did you logged in to your client's account as an authorized accountant user and prepare the 1099 from there? Or did you use your own QuickBooks account in preparing your client's 1099? As mentioned by my colleague @Mark_R, the phone number set up on the company file or account you're working on should be the phone number reflecting on the 1099 forms.

 

In the meantime, let's isolate this concern to make sure this is not browser-related. Here's how:

  • Login to your QuickBooks Online account using an incognito or private browser. Kindly use either of the following shortcut keys:
    • Google Chrome, press CTRL  + Shift + N
    • Mozilla Firefox: press CTRL  + Shift + P
    • Internet Explorer: press CTRL  + Shift + P
    • Safari: press Command + Shift + N
  • If you’re able to able to access your account and prepare your client's 1099 with accurate information on it, you may want to clear the cache of your regular web browsers.
  • To check any issues with your browser’s health and its compatibility with QuickBooks Online, you can also use the Browser Health Checkup Tool.

If the issue persists, I’d recommend contacting our Customer Care Team. An agent will be able to look up your QuickBooks Online account on a secured environment and dig deeper on the root cause of your concern via secured remote access session.

 

Here’s how to contact us:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact. 
  2. Choose your QuickBooks Product
  3. Select Payroll
  4. Choose your type of Payroll Subscription
  5. Hit Payroll
  6. Click on the View Contact Info button to see the support number. 

Keep me posted on how it works on your end. I'd be happy to help you more and answer all your inquiries about preparing your client's 1099 forms.

sarahmroue
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

This happened to me too! I even tried removing my phone number from my main account, and it didn't help.  So hundreds of my clients' contractors now have my personal cell number.  This is a major bug. Did anyone find a workaround for this year?

 

Joyce_P
QuickBooks Team

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

I appreciate you for doing the steps which my colleague @Mark_R provided above, sarahmroue.

 

I'd suggest trying the troubleshooting steps which @IamjuViel posted and see how it works for you.
 

If the same thing happens, I'd recommend speaking to our QuickBooks Customer Care Team. This way, our phone agent will be able to check on your account and identify the cause of this issue.

 

You can always come back to the Community if you need help.

jorobin15
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

In the e-file service screen, where you can review your 1099 info and download their 1099's, there is a small link on the bottom left side that says "Company Settings - Change your company information for all your 1099s such as your legal address and EIN." THAT is where you you need to change your 1099 company settings. I did that and it fixed the problem.  

JonpriL
Moderator

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Glad to hear from you, @jorobin15!

 

The steps you did we're absolutely right in correcting the details of your 1099s. This will also help other users who are having the same issue once bump into this post.

 

Please feel free to leave a comment below of start a new thread if you have any other concerns.

BeccaLea
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Were you able to figure out a solution to this? I'm having the same issue!

Thanks in advance!

 

Jovychris_A
Moderator

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Thank you for joining here, @BeccaLea.

 

Let's remove your phone number and get 1099's right the time you prepare it.

 

If you set up a phone number in the Company settings, I'd suggest removing them before preparing 1099s. This way, the contact information won't show when preparing, downloading, or sending the form.

 

You can follow my colleague's steps, Mark-R. Here's how:

  1. Go to Gear and then choose Account and Settings.
  2. On the Company settings, select Contact info.
  3. Remove the Company phone.
  4. Click Save.

 

You can then create and file 1099s.

 

I've added articles that you can get great help with correcting 1099s and how to update company details:

 

Also, a Community member added another way to fix it, removing your phone number from 1099. You can check jorobin15's answer for more details.

 

Let me know if you have other concerns about QuickBooks. I'm always here to lend a hand. Have a great day, BeccaLea!

MKKW
Level 2

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

I want to remove our phone number from the 1099 as it forces our Company name to print on top of the pre-printed words for the address field.  When we try to remove the phone number as suggested it won't allow us to save...we have to leave a phone number in.   What can we do to get the company name to print lower when all other fields are lined up as they should be?

 

Maybelle_S
QuickBooks Team

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

Hello there, @MKKW.

Currently, removing the phone number in 1099 isn't possible. We can only change the number in the Account and settings if needed. I can see the importance of having this feature in your business. With that, I suggest sending feedback to our product developers so they can review it and might consider adding this in our future updates.

Here's how:

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Enter your suggestion.
  4. Hit Next.

Check these handy articles for the complete workflow and details about preparing a 1099 and get answers to your frequently asked questions, such as running reports to view your 1099 vendors and their payments:

Let me know if you need more assistance printing 1099 forms in QuickBooks. I'll be around to help you further. Have a great day.
lraree
Level 1

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

This does not work.  Quickbooks online does not let you leave the phone number field blank and save it.  The phone number has printed on all my 1099's and the system will not let you remove it.  

MKKW
Level 2

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

The only way I was able to get phone numbers not to show was to move the number to the "Mobile Number" field.  Hopefully you don't have too many vendors involved but this was my workaround.

 

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