W-9 collection + TIN-match + QuickBooks 1099 CSV—simple workflow + free templates

A quick, no-calls workflow to get 1099s done on time:

• W-9s: send a short request email + 2 gentle reminders (I have a template).
• TIN-match: run a quick test and keep a simple “verified” proof for your files.
• Export: map vendors to a clean CSV that imports to QuickBooks 1099s (Box 1, Tax ID, address, etc.).

If you’d like the 90-sec intake form and the email/CSV templates, comment “1099” or DM me and I’ll share them.
Happy to answer any step-by-step questions here too.