Brokerage Engine Support

How to Use the Import Data File Tool to Bring Over 1099 Balances


Overview:

In this article, we will review how to utilize the Import Data File Tool to bring over 1099 balances for Vendors following an Accounting Cutover. Please find the available resources below.

Important to know:

  • This feature is not configured by default. If it is not already enabled, please reach out to your dedicated BE CSM to have it activated.

    For more information on the Import Data File Tool, please click on this link. 



Quick Reference:


Link to Full Step-by-Step Guide























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