Although some applications, such as Intuit's QuickBooks®, are deficient in that they cannot export a recipient's entire 1099 or W-2 to a single file, they can export the information to distinct text files and spreadsheets which, when rolled up over multiple import sessions, result in a single return for each . The following strategy is suggested when rolling up multiple import sessions.
|1.||Create a text file or spreadsheet that contains the name, address, and taxpayer identification number for each recipient to be imported.|
|2.||Using the text file created in step (1) as the source file in The Import Mapping Utility, create and execute a mapping in order to produce a destination file that Account Ability can import.|
|3.||Import the destination file created in step (2) using the Append option. This will result in a file of null returns containing recipient names, addresses, and taxpayer identification numbers.|
|4.||Create a text file that contains annual totals (or detailed transaction information) for each recipient imported in step (3) above. Ensure that each record of this file contains a primary key field (such as the taxpayer identification number) for the recipient.|
|5.||Using the text file created in step (4) as the source file in The Import Mapping Utility, create and execute a mapping in order to produce a destination file that Account Ability can import.|
|6.||Import the destination file created in step (5) using the Rollup (or Append) option. Each existing recipient's record will be updated accordingly.|
Repeat steps (4), (5) and (6) as often as needed until all recipient returns are complete.