How to Export a 1099 Report

Overview: This article will walk your through the steps to export a 1099 report for a specific year in TrustBooks.

Step 1. On the Dashboard Page select PAYMENTS and Payee List.

Step 2. This will open up the Payee List window. Scroll to the bottom of the page and select the year you want to export a 1099 Report for from the drop-down list.

Step 3. Select Export 1099 Report. 

Step 4. The 1099 report for the year you chose will now be exported to excel.