how to import 1099 data using microsoft dynamics gp · microsoft dynamics gp import wizard 123...

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Page 1 of 10 How to Import 1099 Data Using Microsoft Dynamics GP Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import Make sure you have the correct Company open inside W2 Mate Note: If you do not currently have this company created inside of W2 Mate you will need to create the company prior to importing the 1099 data. See How to Create a New Company tutorial. 1. Click Import Data 2. Select From Microsoft Dynamics GP (1099 Data)

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Page 1: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

Page 1 of 10

How to Import 1099 Data Using Microsoft Dynamics GP

Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import

Make sure you have the correct Company open inside W2 Mate

Note: If you do not currently have this company created inside of W2 Mate you will need to create the

company prior to importing the 1099 data. See How to Create a New Company tutorial.

1. Click Import Data

2. Select From Microsoft Dynamics GP (1099 Data)

Page 2: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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3. Read message then Click Next

Page 3: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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4. Read steps then Click Next

Page 4: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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5. Read steps then Click Next

Page 5: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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6. Read steps then Click Next

Page 6: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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7. Click Browse to select file created in Microsoft Dynamics GP

Page 7: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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8. Select type of 1099 data being imported

Page 8: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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9. Checkmark box to remap data as needed

10. Select new 1099 Form

11. Select box for 1099 monetary amounts

Page 9: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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12. Review data

13. Click Next

Page 10: How to Import 1099 Data Using Microsoft Dynamics GP · Microsoft Dynamics GP Import Wizard 123 Microsoft Dynamics GP 109 IMPORT 1099 IMPORT 1096 1096 Form ... You can rnuRip e companies

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14. Click Finish