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

Views: 780 Created: 2018-01-14 23:12 Last Updated: 2018-01-21 22:04

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 using the Excel import template.

  1. Download the QuickBooks export wizard from the Greatland website.
  2. Install the Export Wizard.
  3. Run the Export Wizard to create the Excel import file.
    1. Go to the Start Menu.
    2. Select All Programs.
    3. Choose Export Wizard.
    4. Follow the on-screen steps to map your W-2 or 1099-MISC data to create and save the Excel import file.
  4. Open Yearli Desktop.
  5. Select the Import Data button.
  6. Choose Import Via Excel.
  7. Select the W-2 or 1099-MISC form type, depending on the data you wish to import.
  8. Click Ok.
  9. Choose Browse for File to find and select the Excel file created by the Export Wizard.
APPLIES TO

  • Yearli Desktop 2017 - Current