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QuickBooks® Training Library

1099's in QuickBooks Online


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $37 or enter access code

Use 1099's QuickBooks® Online's to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

What You’ll Learn 

  • Which Vendors qualify to receive a 1099
  • How to use the Workers Center in QBO
  • How to gather W9 info from Contractors
  • How to use the 1099 Wizard in QBO
  • How to choose what account categories contain 1099 expenses
  • How to send 1099s to the Subcontractors
  • How to submit the forms to the IRS

 

After completing this course, you will be able to: 

  • Identify which of your vendors should receive a 1099
  • Recognize the benefits QBO’s Contractors Center to manage 1099 vendors
  • Recall the steps to use QBO’s 1099 wizard to file 1099s with the IRS and send copies to the contractors
  • Describe when QBO’s built-in tool may not be right fit for your needs

 

Instructional Level

Intermediate

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study

Who should take this class?

  • Business owners who need to send 1099s
  • Bookkeepers and Accountants who submit tax forms on behalf of their clients

Prerequisites 

  • Familiarity with the role of subcontractors in a business environment

Advance Preparations

None

 

Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!

 

1099's in QuickBooks Online Course Description

Do you know how easy it is to use 1099's QuickBooks® Online's to send 1099s to your Contractors? The hard part is understanding the process!

 

1099s are due by January 31. As you wrap up your business books for the end of the calendar year, it's time to prepare to file your 1099 forms.

 

Who actually gets a 1099? Contractors who provide services to your company...but only if they’re LLCs or Sole Proprietors, get paid more than $600/yr, and you pay them from your bank account. It’s pretty confusing, but QBO helps you get it right!

 

QBO Rock Star Alicia Katz Pollock teaches you how to confidently use the 1099 Wizard to prepare, review, and file all the required copies of your federal 1099-MISC and 1099-NEC forms.

 

She will walk you through each step: automatically gather their W9 info, specify 1099 categories, and use QBO to filter who qualifies. When you’re done you will send their 1099s by email, snail mail printed copies, and submit to the IRS with just a few clicks!

 

Take this course now and learn how easy it is to efficiently and accurately get your 1099-MISC and 1099-NEC tax forms filed with the IRS.

 

Learners rave: Find out why people love this course

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.

 

Watch it again later

You'll have lifetime access to the on-demand course including all handouts and class material. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again and again as you apply what you learn to each situation as it crops up.

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 




1 CPE Credit

Course Updated: December 2024

Course Page Updated: December 2024

Here is the course outline:

1. Download the Handouts

Click here to download the handouts.

2 sections
Handout: 1099 Wizard 2024
Dymond's List of payment processors to include or exclude, 2024

2. Watch the Videos: 1099's in QuickBooks Online 2025 (COMING SOON)

Use 1099's in QuickBooks® Online's to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

3. 1099's in QuickBooks Online January 2024

Use QuickBooks® Online's 1099 Wizard to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

8 sections
Introduction, Agenda, and Housekeeping
What are 1099's?
Who Gets a 1099?
Managing Contractors
Sending 1099's
State Filings, Other Options, Considerations, and Conclusion
BONUS: Debit Cards and 1099's in QBO
1099s Review Questions

4. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

2 sections
Evaluation & Participation Survey
Quiz: 1099s

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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