Unofficial QuickBooks Accountants Podcast

Deep Dive: 1099 Wizard

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Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (00:43) - Dan DeLong's Background and Experience
  • (03:12) - The Importance of 1099s
  • (04:58) - Complexities of 1099 Forms
  • (09:22) - Gathering Recipient Information
  • (11:36) - Using QuickBooks Online for 1099s
  • (30:43) - Contractor Center in QuickBooks Online
  • (35:57) - Introduction to 1099 Preparation
  • (36:19) - New 1099 Wizard Features for 2025
  • (37:43) - Manual vs Automated 1099 Preparation
  • (39:49) - Cost and Billing for 1099 Services
  • (46:02) - Step-by-Step 1099 Preparation Process
  • (58:59) - Final Tips and Best Practices
  • (01:02:04) - Upcoming Classes and Collaborations
  • (01:05:32) - Conclusion and Closing Remarks

    • Send your Questions/Comments (we could read/answer them on air) [email protected]

    Links/Apps Mentioned in this episode:

    • Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
    • Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
    • Alicia's QB Desktop to QBO Class  https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
    • Dan's schoolofbookkeeping.com
    • Dan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1
    • https://www.qbpowerhour.com/ 

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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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