URL Name. Article Details Question. Please follow these instructions to complete your import from QuickBooks Desktop to Tax The most recent version of the Plugin is 1. Our plugin generally works with the most recent 4 versions of QuickBooks Desktop Pro, Premier, Non-profit, Accountant and Enterprise for and newer.

First you must log into Tax Choose QuickBooks Plugin Make sure you close all versions of QuickBooks before downloading and installing the Plugin Click on Download QuickBooks Plugin and user guide Make sure your antivirus program is disabled before downloading If you get a message saying there is an instance of QuickBooks running in the background, open the Task Manager and look for any QuickBooks related products that are running and close those.

Once it’s finished downloading, you will see 2 files, one is the PDF of instructions and the other is the installation for the Plugin. The QBFC is the prerequisite. Once it has finished installing, you can open QuickBooks back up by right-mouse clicking and choose Run as Administrator.

Properties Article Created Date. Last Modified Date. Knowledge Article Categories. Filing Forms. Excel Spreadsheet Importing. QuickBooks Online Users. QuickBooks Desktop Users. We integrated with QuickBooks Online even before that. We integrate with that version to bring your data into the MISC form. Visit the Intuit App Center, and search for Tax You can connect the app with a couple of clicks in QuickBooks Online.

Authorize Tax Your data from QuickBooks Online will import to Tax The integration reviews the vendor file looking for eligible vendors. The integration brings over eligible vendors and their payment information.

The process automatically excludes credit card payments. Payments map from QuickBooks Online to Box 7 non-employee compensation. You can edit the box category in Tax For example, the IRS might reject a form with a 4-digit zip code or missing state code.

Any issues our software finds will be visible in a downloadable spreadsheet. You can fix these errors in QuickBooks Online and start a new import, or you can edit directly in Tax For more on these options, visit our Knowledge Base.

 
 

/Tax/Installing QuickBooks Desktop Plugin – Connect the App

 

Why eFile with Tax We offer year-round e-filing, prior-year e-filing, corrected forms, and much more. We protect your data with bit, bank-grade security, the same level used by most of the government, even the military.

We go above and beyond with a third-party audit on our security measures. We do whatever it takes to keep your sensitive data secure.

These are notices from the IRS, alerting you to incorrect filing information. Incorrect filing information means the risk of the IRS assigning penalties to your filing or filings. Tax uses over a decade of expertise to guide you through the research, response, handling, and billing of these notices.

Add clients, files, notes, and more to your records in Tax For more, schedule a demo with one of our team members. Each member of your team gets their own login, and the administrator on the account has access to action tracking reports. These features are available with an Enterprise account. Schedule a demo today to learn more.

Our platform is pay-as-you go for form filing, with pricing discounts for bulk filers. The forms you file stack across form types and payers to contribute to your total forms, bumping you into lower price brackets for your next forms as you go. Create your free Tax account to see all the forms available. So you use Xero? Do you use other accounting software as well? Need to import from Excel? Just filing one form this year? Try manual entry. Do you have the email addresses of your vendors? Tax will email your forms in a password-protected PDF, included in your eFile fee.

Need USPS mail services? We offer pressure-sealed, trackable delivery. Do you want to print and mail the forms yourself? Visit Manage Forms after filing to print pre-formatted forms on blank paper to mail in 10 double-window envelopes.

Getting this type of support is very important because of the deadlines for tax reporting. I reached out to the team and they were very patient with me and worked with me to fix the problem. The team responded quickly to me and would send updates on what was going on as they were fixing it.

I really appreciate their help! Their integration with Xero worked beautifully by allowing us to save many hours of data entry. Jon helped with some customized eFile assistance and all we had to do was forward an excel file with our information and Tax took care of the rest at a very reasonable cost.. I would highly recommend Tax to any company and look forward to working together with them in the for years to come.

Additionally, he was readily available anytime I had questions! Easy tax reporting with Top Accounting Software Integration. Get in touch with us to schedule a free demo and see our platform in action. Sign up today for free! Signup Free Get Demo.

Transmit and store data under bit, bank-grade security. File the forms you need, as you go. Make our platform your own. Form creation options: So you use Xero? Form delivery options: Do you have the email addresses of your vendors? Brenda O, St. John Holdings, Inc. Let’s Talk! Get in touch with us to schedule a free demo and see our platform in action Sign up today for free! Contact Us Now.

 

: https://www.tax1099.com/integrations/quickbooks-desktop-plugin. Manage Business Taxes Better With QBD

 
We offer year-round e-filing, prior-year e-filing, corrected forms, and much more. Products used: Filings.