Filing Forms Using the QuickBooks Integration in TaxBandits

If you use QuickBooks, here’s how you can make tax time easier than ever!

Once you’ve signed in to TaxBandits, select “Start New” in the upper right corner:

Select “Form”:

Select if you are filing Form 1099-NEC or Form 1099-MISC:

Verify the tax year you are filing for:

Click “Start Now” under “QuickBooks Online”:

Click “Connect”:

Click “Connect” to allow TaxBandits to access data from your QuickBooks account.

Log in to your QuickBooks account when prompted:

Select a company, then click “Next”:

Review and edit the imported business information as needed, then click “Save & Continue”:

Select boxes of the form and the applicable QuickBooks accounts as needed, then scroll down and click “Save & Continue”:

Review and edit the recipient details as needed, then click “Save & Continue”:

Review the import summary, then click “Review Successful Records”:

Review and update the selected services as needed, then select to “Continue” when ready:

Update any errors, then click “Continue”:

Select the business(es) you are filing for, review your order details, then click to “Complete Your Order”:

When using prepaid credits, there is no need to enter or process a credit/debit card to file. Simply select “Confirm and Transmit”:

*Not sure how to purchase credits? Check out our blog here.

Want to see steps for other business types, forms, or features? Comment below and we’ll make your request a future blog!

Ready to create your free TaxBandits account and get started?