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.

Steps:

  1. From the Navigation Pane, select Payee List under the PAYMENTS drop-down.

  1. 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.

  1. Select Export 1099 Report. 

  1. The Downloads box will pop-up on your screen showing the report as a CSV file. Select Open File on the CSV to view it in excel.
Depending on your Internet browser settings the CSV may just download within the existing window versus opening in another window

This will open the exported data in a spreadsheet.