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Replying to:
Bryan_M
QuickBooks Team

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Thank you for joining the thread, @ASR2000.

 

Allow me to help you to achieve your goal today. At the moment, the ability to export 1099s data directly to a CSV file is unavailable in QuickBooks Online (QBO).

 

As a workaround, we'll need to run the 1099 Transaction Detail Report. This report allows viewing your 1099 data and exporting it to excel.

 

Here's how:

 

  1. Go to Reports.
  2. In the search tab type in 1099 Transaction Detail Report.
  3. Click Customize, then click Report period, Rows and columns, and Filter to let you choose what you want to show in your report.
  4. Once done, click Run report.
  5. Click the download or export icon o the upper right of the report once it is ready for viewing. 
     
  6. Select Export to Excel or Export to PDF.
  7. Once the exportation of the file is done, you can then search for a Converter Tool online to convert the exported file to CSV.

 

To learn more about 1099 Forms, you can. read through this article: Get answers to your 1099 questions.

 

If you need additional help with managing your 1099 Forms, never hesitate to reply to this thread. I'll be happy to extend a hand. Take care and have a good one!

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