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QBO Video Courses

1099 Wizard in QBO

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

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!

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!

QBO 1099 Wizard Course Description

Do you know how easy it is to use QuickBooks® Online's 1099 Wizard 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. From life-changing transformations to must-have knowledge for business owners, this course has received acclaim for its practical insights, expert guidance, and the instructor's exceptional knowledge. See what people are saying about this remarkable educational opportunity. (See all the reviews by clicking the 'Reviews' tab near the top of this page.)


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


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study


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

Advanced Preparations: 

  • None

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.


Other learners enrolled in these courses after completing this class: 

Explore new topics & join the hundreds of other business owners & accounting professionals who have enrolled in these courses after completing this 1099 Wizard class!



Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

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Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!


OWLfred says, "Silver membership pays for itself in just two courses per month!"





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:


Course Updated: January 2023

Course Page Updated: September 2023

Here is the course outline:

1. Download the Handouts

Click here to download the handouts.

Download the Handouts

2. Watch the Videos: The QBO 1099 Wizard - January 2023

Use QBO's built-in 1099 Wizard to submit 1099s to your Contractors and the IRS.

Biz View vs Accountant View
Intro and Agenda
What Are 1099's
Who Get's a 1099
Managing Contractors
Sending 1099's
Considerations and Conclusion
1099s Review Questions

3. 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!

Evaluation & Participation Survey
Quiz: 1099s


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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