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W2 Mate® www.W2Mate.com [email protected] Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import Make sure you have the correct Company open inside W2 Mate Note: If you do not currently have this company created inside of W2 Mate you will need to create the company prior to importing the 1099 data. See How to Create a New Company tutorial. 1. Click Import Data 2. Select From Sage50/Peachtree (1099)

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Page 1: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 1 of 12

How to Import 1099 Data Using Peachtree

Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import Make sure you have the correct Company open inside W2 Mate Note: If you do not currently have this company created inside of W2 Mate you will need to create the company prior to importing the 1099 data. See How to Create a New Company tutorial. 1. Click Import Data 2. Select From Sage50/Peachtree (1099)

http://www.w2mate.com/
mailto:[email protected]
Page 2: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 2 of 12

Note: Follow the wizard screens by Reading and Clicking “NEXT”

3. Read this wizard carefully, and understand that you will need to create a CSV file inside

Peachtree/Sage50 in order to import the data, Click Next

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Page 3: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 3 of 12

Note: Read these steps carefully, as they tell you that you need to load the “1099 Vendor

Report” inside Peachtree and copy that data into an excel spreadsheet. Then you will need to

save it as a CSV file.

4. Click Next

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Page 4: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 4 of 12

5. Load the “1099 Vendor Report” inside Peachtree software, Click Next

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Page 5: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 5 of 12

6. Copy “1099 Vendor Report” Data to a Microsoft Excel Spreadsheet, Click Next

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Page 6: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 6 of 12

7. From inside Microsoft Excel save the report data as CSV file, Click Next

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Page 7: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 7 of 12

8. Click Browse to select your CSV file to upload

9. Click the drop-down box to select the type of 1099 data you are importing

10. Checkmark “I would like to remap input 1099 data”-if needed

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Page 8: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 8 of 12

11. Select New 1099 form you would like Peachtree 1099 data to be mapped to

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Page 9: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 9 of 12

12. Select 1099 box you would like the money amount to be mapped to

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Page 10: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 10 of 12

13. After you have selected and mapped your data you are importing, Click Next

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mailto:[email protected]
Page 11: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 11 of 12

14. Review Data being imported

15. Click Next

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Page 12: How to Import 1099 Data Using Peachtree€¦ · W2 Mate® info@realtaxtools.com Page 1 of 12 How to Import 1099 Data Using Peachtree Note: In order to use this feature you must purchase

W2 Mate® www.W2Mate.com [email protected] Page 12 of 12

16. Click Finish

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