Overview

1099 information can be updated on Accounts or Contacts using the Update 1099 Info button. 

The following 1099 information can be updated when selecting more than one Account or Contact from the list view:

• Enable 1099 Vendor
• Default Form 1099 Type
• Default Form 1099 Box

Note: The ability to update 1099 information using this article is only applicable for the Lightning UI.

Do you want to:

• Update 1099 Information on Multiple Accounts or Contacts
• Update 1099 Information on an Account or Contact

Update 1099 Information on Multiple Accounts or Contacts

When updating the 1099 information from the list view for more than one Account/Contact the Taxpayer Identification Number (TIN) cannot be updated because this number is different for each Account/Contact. Therefore, when the Update 1099 Info button is clicked from the list view, the TIN will not display if more than one record is selected. 

1. Navigate to Accounting Home and click the Setup tab. Then, under the Master menu, click Accounts.
2. Select a desired list view (except the Recent list view).
3. Select all of the Accounts/Contacts that should be included for updating with the same 1099 information.
   
   
   Note: Click here to view the above image in full screen. 
   
   
   Note: Click here to view the above image in full screen. 
   
   
4. Click Update 1099 Info.
   
   
   
   The Enter Default 1099 Information screen displays.
   
   
   Note: Click here to view the above image in full screen. 
   
   
5. Update the following information, as necessary:
   1. 1. 1. Enable 1099 Vendor - the checkbox can be selected to include all of the selected Accounts/Contacts as 1099 Vendors or de-select to exclude all of the selected Accounts/Contacts. 
         2. Default Form 1099 Type - click the drop-down list to select the appropriate effective year and form type as one of the following:
            1. Eff 2020 - 1099-MISC - includes effective year 2020 and beyond for 1099-MISC form type
            2. Eff 2020 - 1099-NEC - includes effective year 2020 and beyond for 1099-NEC form type
            3. Eff 2001 - 1099-MISC - includes effective year 2001 to 2019 for 1099-MISC form type
               Note: All selected Accounts/Contacts will be set to selected form type.
         3. Default Form 1099 Box - click the drop-down list to select the appropriate form box. Selections in the Default Form 1099 Box display based upon the Default Form 1099 Type that was selected. All selected Accounts/Contacts will be set to this form box.
            Note: If a Default Form 1099 Type was selected, the Default Form 1099 Box cannot be set to None.
6. Click Save. The list view refreshes.

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