Introduction

1099s are due by January 31. Here's how to use QuickBooks® Online's 1099 Wizard to send 1099s to your Contractors. Automatically gather their W9 info, specify who gets 1099s, and QBO will figure out who qualifies. Send their 1099s by email, snail mail printed copies, and submit to the IRS with just a few clicks!

Instructional Level

Beginner through Advanced 

Course Length

30 minutes

Course Credits

.5 CPE, Certificate of Completion

Prerequisites 

  • Prior QBO® experience.

 

Who should take this class?

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

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

 

Here is the course outline:

1. The QBO 1099 Wizard

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

The 1099 Wizard in QBO®

2. 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!

1099s Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate