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QuickBooks 1098-T Electronic Recipient Statement Delivery

Universities and colleges can easily send QuickBooks 1098-T Tuition Statements to students by email. Using W2 Mate’s QuickBooks importing component transfer 1098-T data quickly from QuickBooks to W2 Mate software. Once data is imported a password protected PDF file is generated and entered into the Emailer utility used to bulk send recipient 1098-T statements.

Import 1098-T Data from QuickBooks

Step by Step Instructions

1. Click "Import Data" from the top menu.

2. Select "From QuickBooks (W2 and/or 1099 Data)”. This will open the QuickBooks Import wizard.

3. Read Message-understand you will need to have QuickBooks open and actively running.

4. Click "Next".

5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.

6. Click "Yes".

7. Checkmark to allow this application to access personal data.

8. Click "Continue".

9. Click "Done".

10. Click "Next".

11. Click "Next".

12. Select 1099 Data.

13. Select "Tax year" from drop down menu.

14. Select Form 1098-T from drop down menu.

15. Select the correct 1098-T box for monetary amounts from drop-down menu.

16. Click "Next".

17. Click "OK".

18. Review data to import.

19. Click "Next".

20. Click "Finish".

Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online

1098-T Electronic Statement Delivery Instructions

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate.

1. You have imported 1098-T data from QuickBooks. Review the imported data inside W2 Mate.

2. Click "1099 & 1098 Forms" from the Shortcuts.

3. In the upper right corner of the form, click “Select” under form type and choose 1098-T.

4. Click "Create PDF 1099’s".

5. Click "Browse" to select Output location.

6. Set a password to access the PDF.

7. Select the recipients you intend to create PDF’s for.

8. Check 1099 Emailer options Box.

9. Click "Create PDF 1099’s".

10. Click "OK".

Note: 1099 Emailer will automatically launch.

11. Click "Batch Send Emails".

Note: If this is your first time using the 1099 Emailer, a box that will appear to set up the emailer settings. Complete all fields.

12. Click "OK".

13. Select the recipients.

14. Click "OK".

15. Click "Batch Send emails".

16. Click "OK".


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