17 Nov 1099/1096 Navigation in Version 2006
The 1099 and 1096 functionality has not changed from previous versions. It is still a multi-step process that has the end result of printing the information on blank pre-printed forms. What has changed with Version 2006 is that the 4 of our 6 recommended steps are now organized on a new wizard.
To process the forms from QuickBooks, complete the steps detailed below.
Step 1 – Confirm Payees are Vendors and set up properly
Step 2 – Confirm Vendor Tax ID #
Step 3 – Edit the 1099 Company Preference
Step 4 – Prepare Reports
Step 5 – Confirm Business Information
Step 6 – Print the forms
New with version 2006 is a navigator to aid in the process of steps 2, 3, 4, and 6. Step 1 and Step 5 will still need to be completed without the aid of the wizard.
QBRA-2006: Vendors > Print 1099s/1096