Use the Databoard Export submodule to export data required to populate a 1099 NEC report using 1099 PRO.
To use the Databoard Export submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To export data for a 1099 NEC report:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the data that you want to export.
-
In the left pane of the Finance & Administration screen, click
.
-
Highlight
1098: US 1099-NEC and if applicable, in the right pane, select the dates or parameters that you want your data export to include.
-
On the grid toolbar, click
Export
.
Alternatively, in the right pane, click
Export.
-
In the Export Data dialog box, select the file format that you want to export your data as and if applicable, select the
Include Header Row and
Group Data checkboxes.
-
Click
OK.