Go to the 'Integrations' from left navigation and click on the 'QuickBooks' logo to begin the setup process for integrating with QuickBooks Online.

Please use the credentials of the QuickBooks Online account you want to import the data from. Accountants, login with your accountant credentials. You will be able to select a client later in the flow.

If you have multiple QuickBooks accounts, please select the account you want to connect to. Accountants, if you connecting to your firm, check 'Install for your firm' checkbox. If not, select a client from the client dropdown. Once you connect the accounts, you will be redirected back to 1099SmartFile

If the connection process is successful, you should see the connected QuickBooks online account details. Click 'Next' to categorize your transactions

On the Account Mapping page, tell us which chart of accounts map to various 1099 box amounts, by clicking the 'Pencil' icon against each box. We will pull your QB transactions and calculate the box amounts, saving you time. If you don't want to categorize the transactions, you skip this step and can manually enter the box amounts. Click next to import the data.

We will pull all your Vendors and vendor expense transactions and create the payees and 1099-MISC and 1099-NEC filings. (Filings will be created only if you have categorized the transactions in the previous step). Please review the data to be imported. If anything is wrong, fix the data in QuickBooks Online and try this step again. You will be able to make changes to the imported data in our systems, but please note that, the data updated in 1099SmartFile will not be synced back to QuickBooks Online account. Click 'Next' to import the data to 1099SmartFile.

Now, you are ready to submit the filings you have imported. You can always make edits, add more payees and filings, before submitting.