QuickBooks - How do I import my 1099-MISC and/or W-2 data from the desktop version of QuickBooks into Premier?

To import your data from the desktop version of QuickBooks, you will first export the information out of QuickBooks and then import it into Yearli using the Excel import template.

  1. Log into your Yearli account.
  2. Select Import Forms/Templates.
  3. Select the QuickBooks option.
  4. Select the Desktop version of QuickBooks.
  5. Install the Export Wizard.
  6. Run the Export Wizard to create the Excel import file.
    1. Go to the Start Menu.
    2. Select All Programs.
    3. Choose Export Wizard.
    4. Follow the on-screen steps to map your W-2 or 1099-MISC data to create and save the Excel import file.
  7. Log into your Yearli account.
  8. Select Import Forms/Templates.
  9. Select the QuickBooks option.
  10. Choose the Desktop version of QuickBooks.
  11. Click on Browse for File button under Import File section.
  12. Select the Excel file created by the Export Wizard.
Was this article helpful?
0 out of 0 found this helpful