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 Withdrawals 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.

This will open the exported data in a spreadsheet.