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Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli Guide
  2. Yearli Desktop
  3. Import Data
  • 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

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