Update existing 1099 transaction data with an import file

Use an import template to update existing 1099 information in bulk. Separate import templates are available for employees and vendors.

After you import, run the 1099 report and verify that vendors, employees, transactions, forms, boxes, and amounts appear as expected.

Supported and unsupported updates

Before preparing the import file, review which updates the template supports.

Supported

This import does not create or update the following information

Update existing 1099 transactions to a different form or box

New transactions.

This import only updates existing transactions.

Instead, set up your vendor or employee for 1099 treatment, then import transactions.

Apply a 1099 form and box to transactions that are not currently tagged for 1099 treatment

Imported transactions that are already paid.

Instead, manually update or reclassify these transactions.

Update a vendor or employee 1099 name

1099 opening balances.

Instead, use an opening balances import template.

Change or remove the default 1099 form and box for a vendor or employee

Transactions with manually assigned 1099 information..

This includes transactions manually tagged for 1099 treatment when the vendor or employee is not set up for 1099 treatment, and transactions whose 1099 form or box was manually overridden.

Instead, reclassify these transactions.

Remove 1099 treatment from existing transactions

Common updates

Leave fields blank to keep the data the same.

For example, you need to update the vendor or employee 1099 name. Specify the name and ID and enter the 1099 name in the NAME1099 column. Leave the rest of the information blank.

NAME1099 column filled in a 1099 transaction.

Enter the correct DEFAULT1099TYPE and DEFAULT1099BOX. Enter the value 'Y' in the UPDATETRANS column. Include the date range.

Filled columns in a 1099 transaction: DEFAULT1099TYPE, DEFAULT1099BOX, and UPDATETRANS.

If you have a vendor or employee you forgot to tag any 1099 transactions for, use the UPDATETRANS column and enter the value as 'A'. Enter the correct form type, box, and the date range in which to update transactions.

The UPDATETRANS column in a 1099 transaction filled with A.

Say that you want to remove the 1099 status of a vendor or employee and all their tagged 1099 transactions within the last calendar year.

Enter 'Y' for UPDATETRANS and 'NULL' for the DEFAULT1099TYPE and DEFAULT1099BOX. Enter the from and to dates.

After import, the vendor or employee is no longer set-up for 1099 treatment and their associated transactions are no longer tagged for 1099 treatment.

Filled columns in a 1099 transaction: DEFAULT1099TYPE, DEFAULT 1099BOX, and UPDATETRANS.

Enter the correct name in the NAME1099 column. Leave the rest of the fields blank.

To remove a 1099 name, enter the value 'NULL' in the NAME1099 column.

NAME1099 column filled in a 1099 transaction.

Download and import a template

Download a blank template from the Company Setup Checklist and import it.

Importing vendor 1099 transactions updates bypasses the vendor approval process. Imported changes are applied directly to vendor records, regardless of the approval status of the vendor.
Subscription

Company

Regional availability

All regions

User type

Business

Permissions

Company Setup Checklist: Run

Restrictions

The maximum number of vendor records you can import in one CSV file is 25,000 records.

  1. Go to Company > Setup > Configuration > Import data.

    The Company Setup Checklist appears

  2. Select Template for one of the following:

    • Vendor 1099 transaction update

    • Employee 1099 transaction update

  3. Complete the template.
  4. Save the completed file.
  5. From the Company Setup Checklist, select Import for the object.

Field descriptions

Field Name:DONOTIMPORT

#

Any row that starts with # will be ignored during import.

Field Name:VENDORID

UI Field Name:

Vendor ID

Type:

Character

Length:

20

Default Value:

N/A

Valid Values:

Alphanumeric and underscore

Dependencies:

Must reference an existing Vendor ID

Required:

Yes

Editable:

No

Notes:

This is the key field used to reference the vendor. This field does not update data.

Field Name:VENDORNAME
UI Field Name:Vendor name
Type:Character
Length:100
Default Value:None
Valid Values:Alphanumeric and underscore
DependenciesNone
RequiredNo
EditableN/A
NoteThis field is for reference only to help you identify correct vendors in the Vendors list. It is not updated in the system.
Field Name:NAME1099

UI Field Name:

1099 name

Type:

Character

Length:

100

Default Value:

None

Valid Values:

Alphanumeric and underscore.

To remove the existing value, enter the value NULL.

Dependencies:

None

Required:

No

Editable:

Yes

Notes:

Supplies the information for the vendor or employee name on the 1099 form.

  • This field is updated if a value is present.

  • If the value is blank, Intacct leaves the existing value in the system.

  • To remove the existing value, enter the value NULL.

About the 1099 name and the Print as name:

  • If the Print as name on the record differs from the 1099 name, both names print on tax forms.

  • If the names are the same, the name only prints once.

  • If the 1099 name does not exist, the Print as name appears on forms.

Field Name:DEFAULT1099TYPE

UI Field Name:

Form name

Type:

Character

Length:

Up to 3

Default Value:

None

Valid Values:

DIV, INT, MISC, R, S, PATR, G, NEC

To remove the existing value, enter the value NULL.

Dependencies:

None

Required:

Yes if FORM1099BOX is selected or UPDATETRANS is 'Y'.

Editable:

Yes

Notes:

Changes the default form type for vendor and form type for the specified transactions. This field is updated if a value is present. If the value is blank, Intacct leaves the existing value in the system.

To remove the existing value, enter the value NULL.

Field Name:DEFAULT1099BOX

UI Field Name:

Default 1099 box

Type:

Character

Length:

Up to 3

Default Value:

None

Valid Values:

Positive integers followed by an optional alpha character as applicable (example: 2A)

To remove the existing value, enter the value NULL.

Dependencies:

Must reference a box that's valid for the form type.

Required:

Yes if FORM1099BOX is selected or UPDATETRANS is 'Y'.

Editable:

Yes

Notes:

Changes default form type for vendor and form type for the specified transactions. This field is updated if a value is present. If the value is blank, Intacct leaves the existing value in the system. To remove the existing value, enter the value NULL.

Field Name:UPDATETRANS

UI Field Name:

N/A

Type:

Character

Length:

1

Default Value:

None

Valid Values:

A 'Y' value updates only transactions tagged for 1099 treatment.

An 'N' value leaves transaction information unchanged.

An 'A' value updates both 1099 and non-1099 transactions tagging the applicable transactions for 1099 treatment.

Dependencies:

None

Required:

Yes, if you want to update transaction information.

Editable:

N/A

Notes:

A date range and default form and box are required for transaction updates.

Transaction updates are subject to the import limitations described above. For example, the import does not update paid transactions that were originally entered with an import file or transactions with manually assigned 1099 information.

Field Name:FROMDATE

UI Field Name:

N/A

Type:

Date

Length:

10

Default Value:

None

Valid Values:

Numeric and forward slash (/).

Dependencies:

None

Required:

Yes, if transactions are to be updated.

Editable:

N/A

Notes:

Start of the date range for transactions to be updated. Use the format MM/DD/YYYY.

Field Name:TODATE

UI Field Name:

N/A

Type:

Date

Length:

10

Default Value:

None

Valid Values:

Numeric and forward slash (/).

Dependencies:

None

Required:

Yes, if transactions are to be updated.

Editable:

N/A

Notes:

End of the date range for transactions to be updated. Use the format MM/DD/YYYY.

Field Name:DONOTIMPORT

#

Any row that starts with # will be ignored during import.

Field Name:employeeID

UI Field Name:

Employee ID

Type:

Character

Length:

20

Default Value:

N/A

Valid Values:

Alphanumeric and underscore

Dependencies:

Must reference an existing Employee ID

Required:

Yes

Editable:

No

Notes:

This is the key field used to reference the employee. This field does not update data.

Field Name:EMPLOYEENAME
UI Field Name:Employee name
Type:Character
Length:100
Default Value:None
Valid Values:Alphanumeric and underscore
DependenciesNone
RequiredNo
EditableN/A
NoteThis field is for reference only to help you identify correct employees in the employee list. It is not updated in the system.
Field Name:NAME1099

UI Field Name:

1099 name

Type:

Character

Length:

100

Default Value:

None

Valid Values:

Alphanumeric and underscore.

To remove the existing value, enter the value NULL.

Dependencies:

None

Required:

No

Editable:

Yes

Notes:

Supplies the information for the vendor or employee name on the 1099 form.

  • This field is updated if a value is present.

  • If the value is blank, Intacct leaves the existing value in the system.

  • To remove the existing value, enter the value NULL.

About the 1099 name and the Print as name:

  • If the Print as name on the record differs from the 1099 name, both names print on tax forms.

  • If the names are the same, the name only prints once.

  • If the 1099 name does not exist, the Print as name appears on forms.

Field Name:DEFAULT1099TYPE

UI Field Name:

Form name

Type:

Character

Length:

Up to 3

Default Value:

None

Valid Values:

DIV, INT, MISC, R, S, PATR, G, NEC

To remove the existing value, enter the value NULL.

Dependencies:

None

Required:

Yes if FORM1099BOX is selected or UPDATETRANS is 'Y'.

Editable:

Yes

Notes:

Changes the default form type for an employee and form type for the specified transactions. This field is updated if a value is present. If the value is blank, Intacct leaves the existing value in the system.

To remove the existing value, enter the value NULL.

Field Name:DEFAULT1099BOX

UI Field Name:

Default 1099 box

Type:

Character

Length:

Up to 3

Default Value:

None

Valid Values:

Positive integers followed by an optional alpha character as applicable (example: 2A)

To remove the existing value, enter the value NULL.

Dependencies:

Must reference a box that's valid for the form type.

Required:

Yes if FORM1099BOX is selected or UPDATETRANS is 'Y'.

Editable:

Yes

Notes:

Changes default form type for an employee and form type for the specified transactions. This field is updated if a value is present. If the value is blank, Intacct leaves the existing value in the system. To remove the existing value, enter the value NULL.

Field Name:UPDATETRANS

UI Field Name:

N/A

Type:

Character

Length:

1

Default Value:

None

Valid Values:

A 'Y' value updates only transactions tagged for 1099 treatment.

An 'N' value leaves transaction information unchanged.

An 'A' value updates both 1099 and non-1099 transactions tagging the applicable transactions for 1099 treatment.

Dependencies:

None

Required:

Yes, if you want to update transaction information.

Editable:

N/A

Notes:

A date range and default form and box are required for transaction updates.

Transaction updates are subject to the import limitations described above. For example, the import does not update paid transactions that were originally entered with an import file or transactions with manually assigned 1099 information.

Field Name:FROMDATE

UI Field Name:

N/A

Type:

Date

Length:

10

Default Value:

None

Valid Values:

Numeric and forward slash (/).

Dependencies:

None

Required:

Yes, if transactions are to be updated.

Editable:

N/A

Notes:

Start of the date range for transactions to be updated. Use the format MM/DD/YYYY.

Field Name:TODATE

UI Field Name:

N/A

Type:

Date

Length:

10

Default Value:

None

Valid Values:

Numeric and forward slash (/).

Dependencies:

None

Required:

Yes, if transactions are to be updated.

Editable:

N/A

Notes:

End of the date range for transactions to be updated. Use the format MM/DD/YYYY.