How to upload QuickBooks 1099 Data to IRIS using the CSV Format

How to upload QuickBooks 1099 Data to IRIS using the CSV Format


If you are an Intuit QuickBooks user wanting to file your 1099 data to the new IRS Information Returns Intake System (IRIS), and do not want to type the data manually inside IRIS, you can follow these steps to create a CSV file that meets the IRIS formatting requirements.

Step 1: Open W2 Mate 2023 or above. If you do not have a copy of W2 Mate please checkout the demo at the page below:
https://www.realtaxtools.com/W2-Mate.html

Step 2: Connect to QBD (QuickBooks Desktop) and import your 1099 data. To do this select:
“Import Data > From QuickBooks (W2 or 1099 Data)” from the top menu inside W2 Mate. See screenshot:

Import 1099 Data from QuickBooks

 

Step 3: Review the data inside W2 Mate and make sure everything is accurate.

Review 1099 data inside W2 Mate

Step 4: Use W2 Mate to create the IRIS 1099-NEC CSV (Comma Separated) files that follow the template formatting guidelines as defined by the IRS. Please follow this tutorial:

https://1099-efile.realtaxtools.com/IRIS/export-1099-nec-data-in-iris-csv-format-and-upload-iris.html

Ste5 5: Follow this tutorial from the IRS to upload your CSV file to IRIS:

https://www.irsvideos.gov/Business/Resources/CSVFileUploadDemonstration