Yearli Guide
Have questions? Our knowledge base has answers.
- What are the requirements for importing from the desktop version of QuickBooks?
- How do I import 1095-B or 1095-C corrected forms?
- What Import Preferences options should I choose?
- How do I fix QuickBooks mapping errors?
- What is a critical error/missing data error?
- What can/cannot be changed on the import template?
- How can I import only payer and recipient information?
- Can I import into Yearli from another program?
- 1095-C importing tips and tricks
- Where can I download the template for W-2, 1099, or 1095 importing?
- What forms are available for importing?
- How do I include state information in my import file?
- How do I import form data via Excel?
- How do I import W-2 transactions?
- How do I import form information from QuickBooks?
- How do I import information from a previous version of Yearli?
- How do I import foreign addresses?
- How do I import corrected forms?
- What information can be imported into Yearli?
- Excel or CSV import codes for kind of employer
- Excel or CSV import codes for employment type
- Can I import sample data?
- Can I import some data and key-in the rest?
- Excel tips and tricks