Overview
This video covers how to efficiently import your existing payers and vendors from Tax1099 to
Zenwork Payments. The import process is straightforward and ensures all your vendor data is
migrated seamlessly.
Step-by-Step Process
- Access Import Feature: Click on the Tax1099 logo in the import section.
This initiates your data migration process.
- Automatic Data Migration: Zenwork automatically fetches all your payers
and vendors from Tax1099 and displays them for review.
- Review and Edit: Use the pencil icon to edit any vendor or payer
details. Check for any errors or information that needs updating.
- Verify and Complete: Once you've verified all details are correct,
proceed to import. Your data will be successfully migrated to Zenwork Payments.
What Gets Imported
The Tax1099 import includes:
- All payer accounts and information
- All vendor and contractor details
- Payment history and records
- Tax information and documentation
