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A
AmyMac
February 6, 2020
Solved

Changing the Level of an account that is associated with a 1099 Category

  • February 6, 2020
  • 4 replies
  • 48 views

Hello, 

 

Trying to add an account in the COA and make it a subaccount to another. I haven't run into the problem before and the solution presented doesn't seem to help. 

 

I am being given an error "to change the level of this account, you must delete the association in 1099 Preferences". I went there and I went to the wizard, made the necessary changes and saved, yet still unable to create a subaccount. 

 

What am I doing wrong?

Best answer by MarsStephanieL

Hi there, AmyMac.

 

I have reviewed the steps provided by my colleague JenoP, it worked. I suggest contacting our Phone Customer Care to check your accounts and preferences or perform a screen sharing to verify if this need further investigation on why you're not able to create a sub-account in the Charts of Account.

 

Here's how to contact them:
 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. We’ll provide you a few support options. Select which one is best for you.

 

Also, please check our support hours and contact us.

 

Comment on this thread if you have other concerns. I'd be glad to answer them. Take care.

4 replies

JenoP
JenoPQuickBooks Team
QuickBooks Team
February 6, 2020

Let's make sure that you're able to make changes to your expense account, AmyMac.

 

I have some steps to recommend that can resolved issues when making changes to 1099 accounts. Here's how:

 

  1. Go back to the 1099 Wizard.
  2. Proceed to Step 3: Map Accounts.
  3. Look for the expense account and temporarily assign it to Box 7.
  4. Click Save and close.
  5. Reopen the 1099 Wizard and go back to Step 3: Map Accounts.
  6. Look for the account and make sure to select Omit these payments from 1099 in the Apply payments to this 1099 box column.
  7. Click Save and close.

Once done, go back your Chart of Accounts and check if you can already create a sub-account. 

 

Keep me posted or add a reply below if you need more help with your expense accounts.

A
AmyMacAuthor
February 6, 2020

I tried it again and followed your steps exactly and still no luck.....

MarsStephanieL
MarsStephanieLAnswer
Level 6
February 6, 2020

Hi there, AmyMac.

 

I have reviewed the steps provided by my colleague JenoP, it worked. I suggest contacting our Phone Customer Care to check your accounts and preferences or perform a screen sharing to verify if this need further investigation on why you're not able to create a sub-account in the Charts of Account.

 

Here's how to contact them:
 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. We’ll provide you a few support options. Select which one is best for you.

 

Also, please check our support hours and contact us.

 

Comment on this thread if you have other concerns. I'd be glad to answer them. Take care.

M
McIntyre
February 14, 2020

I am having this same issue and even after following the instructions here, I still get the same warning message.  I am trying to re-organize mainly all income/cogs and expense accounts.  Is it possible that if I have used some of these accounts for 1099's in the past and that is why it is preventing me?  The only thing I have not tried is removing the check box from all 1099 vendors where it asks if they are 1099 eligible.  I have several in that list so I'm hoping I could avoid doing that.  I have also tried to turn 1099s completely off in preferences - even after "omitting" all accounts from 1099s.  And I have also gone through all 1099 eligible vendors and removed any pre-filled accounts from their account settings.  I'm on QB Enterprise v20.

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
February 14, 2020

Hi mac999,

 

You'll want to switch to a single-user mode so you can omit the accounts.

 

Here's how: 

  1. Click File on the upper menu.
  2. Select Switch to Single-User Mode.

Once done, go back to your Chart of Accounts so you can re-organize all your income and expense accounts.

 

Also, if you've used some of these accounts before or if you want to remove the checkbox from your 1099 vendors, this doesn't affect your accounts.

 

For future reference, please check this article for more information: Add and Match Bank Feed Transactions in QuickBooks Desktop.

 

If you have any other questions, feel free to comment below. We're always here to help you.

C
Carol3224
March 3, 2021

I am having the same problem.  1099 associations were done by someone else and I just want to change/delete the association.  I have gone to Company Preferences and 1099 but don't see any option for changing prior associations.

S
ShiellaGraceA
Level 9
March 3, 2021

Thanks for joining us here today, @Carol3224.

 

I have some information about changing the account for your 1099. You'll have to run through the 1099 wizard to change it. Let me guide you how.

 

  1. Go to Edit at the top. Then, select Preferences.
  2. Choose Tax: 1099, and then hit he Company Preference tab.
  3. Click the link next to If you want to map your accounts to boxes on Form 1099-Misc. This will open the QuickBooks 1099 Wizard.
  4. In the Map vendor payments accounts page, mark the box next to Report all payments in Box 7.
  5. Look for the account in the Apply payments to this 1099 box column. If you're unable to see it, tick the Show 1099 accounts drop-down and change it to Show all accounts (see the image below).
  6. When you're done, click Save & Close.

 

 

Please check out this article for details: How to modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

 

You can also browse this link here if you need help with other tasks in QBDT. It has topics and articles that'll guide you through the process.

 

Let me know if you still have questions or concerns with 1099s. I'm always here to assists you. Have a great day ahead. 

L
Libolt1
March 23, 2021

What can be done if when trying to unmap the account, it will not allow the drop down window to open in order select "Omit"? 

R
RUSH Fan
February 24, 2022

Click on "Edit" in the top left-hand corner of the QuickBooks window.

Click on "Preferences".

Scroll down and click on "Tax: 1099".

Click on the "Company Preferences" tab.

Click on the blue font that says "you can do it here" in the second option that says "If you want to map you accounts to boxes on Form 1099-NEC,"

Click "Yes".

Look for the account number/name you are trying to unmap. Once you locate it, change the selection in the third column to the right of the account number/name to "Omit these payments from 1099". 

Click on "Save & Close".

You're done. You should now be able to make the change.

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