- From the Home page in Yearli.com, click on "Import Forms/Templates" button located in the blue Getting Started box
- Scroll down to Software Integrations and click on NetSuite tile
- Click Select under the file type you wish to Import: 1099-MISC or 1099-NEC
- Click on the "Browse For File" button below to locate and import your NetSuite export file
- Yearli will either:
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- Generate your forms, validate your data, and organize your filing for completion -or-
- Provide an Audit File if errors are found. This file can be edited and imported using the "Browse For Audit File" button.
- Once imported, you can edit or add additional data to the form fields
Having trouble exporting your file from NetSuite? Click HERE or instructions or consult with NetSuite support for further assistance.
Click below to watch a video of how to import data into Yearli: