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Importing

1 Can I import some data and key-in the rest?

SYMPTOM I would like to import some data and manually type in the remaining data. Can I do this? RESOLUTION You can import a portion of the form data as long as all required fields are filled. If you choose to enter additional amounts or edit amounts, you…

2 How do I import my 1099-MISC and/or W-2 data from the desktop version of QuickBooks?

SYMPTOM I use the desktop version of QuickBooks. How do I import my 1099-MISC or W-2 data into Yearli? SOLUTION To import your data from the desktop version of QuickBooks, you will first export the information out of QuickBooks and then import it into Yearli…

3 What Import Preferences option should I choose?

SYMPTOM What Import Preferences option should I choose? RESOLUTION Apart from the initial validation that Yearli Desktop performs during the import process, Yearli can also check the imported information against the E-file Center standards. If the forms that…