Starting with the 2016 / 2017 tax season, the Intuit 1099 E-file service will not work with QuickBooks desktop anymore. This affects QuickBooks 2014, 2015, 2016 and 2017. The new change is caused by the discontinuation of the Intuit Sync Manager utility back in March of 2016. So basically the e-File service can’t communicate with QuickBooks desktop anymore, so it can’t be used to extract data and then submit the 1099 forms to the IRS.
Software applications that utilize the QuickBooks SDK (QBXML SDK) can still communicate with QuickBooks to extract 1099 data and then e-File with the IRS. W2 Mate has been integrated with QuickBooks since 2009 and can still import data and be used to file 1099s with IRS FIRE (Filing Information Returns Electronically System).
Steps to e-File 1099 forms for QuickBooks 2014, 2015, 2016 and 2017 Users:
Step # 1: Download W2 Mate 2016 from the link below:
Step # 2: Install W2 Mate on the same computer where you have QuickBooks installed
Step # 3: Open QuickBooks and open the company you want to import 1099 data from
Step # 4: Open W2 Mate software and then click on “Import Data > From QuickBooks” from the top menu
Step # 5: W2 Mate will connect to QuickBooks and retrieve 1099 forms data. You can preview and edit 1099 boxes before the actual import happens
Step # 6: Finish the import wizard and then review the 1099-MISC forms inside W2 Mate. Remember when you do import you can remap the data to other forms such as 1099-INT, 1099-DIV and so on
Step # 7: If you would like, you can use the Quality Control report to do additional checks on your data and verify totals
Step # 8: From the top menu inside W2 Mate, click on “E-Filing > 1099-MISC Forms” and follow the electronic filing instructions that the software gives you
Step # 9: Upload the 1099 electronic filing submission to the IRS FIRE System
If you want to learn more about W2 Mate you can visit: