Load prior 1099 information

  • 6 July 2023
  • 1 reply

Userlevel 4

We did a mid-year Acumatica implementation. How do I load the vendor payments by branch for 1099 reporting purposes? Our branches have different EIN#s.


Best answer by Laura02 7 July 2023, 01:17

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Hello @enriquey ,

Here is an idea: Use migration mode to adjust vendor year to date payment figures. I recommend testing one or two vendors in your test environment before repeating the process in your live tenant.

  1. For each 1099 vendor, determine how much they were paid year-to-date for each 1099 box, before cutting over to your new Acumatica system.
  2. Sign other users out of AP.
  3. Turn on migration mode in AP Preferences.
  4. Enter an AP Bill for each vendor, with the prior system’s amount for each 1099 box on a separate line. Remember to populate the 1099 box on each line of this Acumatica Bill.
  5. In the bill header area, you will see a Balance field that appears only when migration mode is on.  Fill in $0 for the balance (unpaid amount) of these migrated 1099 bills.
  6. Release the 1099 bills.
  7. Turn migration mode off.
  8. Print the 1099s.



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