This tutorial shows how to Export 1099 Data from Payroll Mate® software
into W2 Mate® software.
To utilize this feature requires Payroll Mate option 6 “1099 & Vendor Center”
If you do not have this option and want to place an order please click below
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
Note: This is a 2-part process. First you will export/save the file from Payroll Mate, second you will import the data into W2 Mate.
Open Payroll Mate
Make sure you have the correct Company open inside Payroll Mate
- Click → 1099 & Vendor from shortcuts
- Click → Export to W2 Mate
- Select location to save the file
- Create the File Name
- Click → Save
- Click → OK (Note: The location for the saved file shows here. You will need this location to import the data into W2 Mate)
Open W2 Mate
Make sure you have the correct Company open inside W2 Mate
If you do not currently have this company created inside of W2 Mate you will need to create the company prior to importing the Payroll Mate 1099 data.
- Click → Import Data from the top menu bar
- Select From Payroll Mate Software (1099 Data)
- Click → Browse
- Select the Payroll Mate 1099 Data file
- Click → Import
- Click → OK