1099 Wizard in QBO 1.5 Credits
Learning mode
Do you know how easy it is to use QuickBooks Online's 1099 Wizard to send 1099s to your Contractors? The hard part is understanding the process! 1099s are due by January 31. As you wrap up your business books for the end of the calendar year, it's time to prepare to file your 1099 forms.
Who gets a 1099?
Contractors who provide services to your company...but only if they’re LLCs or Sole Proprietors, get paid more than $600/yr, and you pay them from your bank account. It’s pretty confusing, but Quickbooks helps you get it right!
In this CPE Course, QBO Rock Star Alicia Katz Pollock teaches you how to confidently use the 1099 Wizard to prepare, review, and file all the required copies of your federal 1099-MISC and 1099-NEC forms. She will walk you through each step: automatically gather their W9 info, specify 1099 categories, and use QBO to filter who qualifies. When you’re done, you will send their 1099s by email or snail mail printed copies and submit them to the IRS with just a few clicks!
Key topics covered:
Join this course now and learn how easy it is to efficiently and accurately file your 1099-MISC and 1099-NEC tax forms with the IRS. Use QuickBooks Online's 1099 Wizard to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00952-22-O) | 1 CE | Approved |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00952-22-O) | 1 CE | Approved |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Alicia Pollock , MAT,ACN,MOS
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching.
Her signature Q.U.E.S.T. training portal enables accounting firms to scale efficiently and reduce turnover, solidifying her as a transformative industry figure.
Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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Are the self-study courses approved by NASBA and other regulatory bodies?
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MMTK
I found the training to be informative and valuable, and I appreciate the effort that went into creating the content. Here are some specific aspects that stood out to me. The training content was well-structured and easy to follow. The step-by-step breakdown of the 1099 filing process in QBO was clear and concise, making it easier to understand and apply the concepts. The inclusion of screenshots and images helped me visualize each step of the process. This visual guidance was instrumental in understanding the interface and navigation within QBO.
JB
Alicia always does a very nice job explaining the subject matter. I was not aware of the Contractor area in QBO for preparing 1099s, etc. and this new information is very valuable.
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