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Import Data
 

You have data in Excel or some type of spreadsheet and you want to import that data into the 1099Fire software, rather than type it in by hand.  Its easy to do following these steps:

1. CSV File Format

The data file has to be in a quote encapsulated, comma separated CSV file format.  Common questions with solutions are as follows:

Creating a CSV file is very simple to do using Microsoft Excel.

  • Open your spreadsheet document and go to the File pull-down menu and choose Save As....
  • Change the "Save as type" or "Format" field to read: "CSV (Comma delimited)".
  • Enter a name for the document and click Save.
  • To check the validity of your CSV file, open the new file from a plain-text reading program such as Notepad.

2. The first line is the total number of entries and is NOT contained in quotes.

3. The order of the data for each module is as follows:

Order of Data Sample Import (CSV Format)
1042-S  
1098 1098 Sample.csv
1098-E  
1098-T  
1099-A 1099-A Sample.csv
1099-B 1099-B Sample.csv
1099-C 1099-C Sample.csv
1099-DIV 1099-DIV Sample.csv
1099-G  
1099-INT 1099-INT Sample.csv
1099-MISC 1099-MISC Sample.csv
1099-OID 1099-OID Sample.csv
1099-PATR  
1099-R  
1099-S 1099-S Sample.csv
5498  
W-2 W-2 Sample.csv

The state abbreviations used are as follows:

4. Click Import to read in each line of data.  If you have a really large file, be patient and let the software finishing importing before doing anything new.

Please send an e-mail to info@1099fire.com with any comments you might have.

 
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