Deep Dive: 1099 Wizard
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.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links/Apps Mentioned in this episode:
- (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
- (28:46) - Contractor Center in QuickBooks Online
- (32:48) - Introduction to 1099 Preparation
- (33:10) - New 1099 Wizard Features for 2025
- (34:34) - Manual vs Automated 1099 Preparation
- (36:40) - Cost and Billing for 1099 Services
- (41:28) - Step-by-Step 1099 Preparation Process
- (54:25) - Final Tips and Best Practices
- (57:30) - Upcoming Classes and Collaborations
- (01:00:58) - Conclusion and Closing Remarks
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
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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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
