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How do I export Yearli Desktop data into a Yearli Excel template?

Views: 188 Created: 2019-01-02 14:47 Last Updated: 2019-03-01 18:37

SYMPTOM

How do I export Yearli Desktop data into a Yearli Excel template?

RESOLUTION

Procedure 1 (Exporting information to a Yearli Excel template)

Note: Forms available for export are W-2 and 1099-MISC.

  1. Click on the File menu.
  2. Choose Export.
  3. Choose To Yearli Excel Template.
  4. Choose the type of form you would like to export to the Yearli Excel template.
  5. Click Next.
  6. By default all payers will be selected.  Uncheck the checkbox next to each of the payer(s) you do not want to export.  To deselect all payers click on the Deselect All link on the bottom of the screen
  7. Click Next.
  8. Click Save.
  9. Choose where to save your file to, and what to name it.
  10. Click Save.

HINTS

  • Use the Find by field to search the selected column for the closest match. The selection bar is moved to the row in the table with the closest match.
  • Click the Select Recipients button to select specific recipient returns for the payer in the row highlighted with the selection bar. 
  • The Available Returns column will show the total number of returns of the selected form type available for exporting for each payer.
  • The Selected Returns column will show the total number of forms selected for exporting.

APPLIES TO

  • Current version of Yearli