File Format for 1099 beginning balance import

Question

Does anyone know what the file format needs to be for the 1099 Beginning balance import function? i tried Excel and it kicked out immediately, i tried CSV and it's not reading the comma delineation. I did some digging and it sounds like it's expecting a flat csv file, but i can't find any details on what the format should be in the knowledgebase anywhere. 
 Our vendor numbers don't fill the amount of characters it seems to be looking for per the error log (looks like 12 characters?) should i fill in the blanks with zeros? I'm afraid to experiment because i've read you can't reverse the data once it's been loaded in.

Ramon M. · Accepted Answer

Have you checked out the help on the Import 1099 Beginning Balances screen? On that help screen, it details the format of the import file which is a text based fixed length file. I just tried it on our upcoming 2019 version and it works. 
 Treat each field in the import as a text field. So if a vendor ID is "V001" then the vendor ID field which is defined as 12 characters, you would specify "V001 ". If you are referencing a box such as box 5, use "5 ". 
 You can delete beginning balance entries, but it is painful using the UI as you must do it grid row by grid row. I suggest you import a single record and decide if you get the expected results. If you do not, delete the single grid row. When you are satisfied, do the full import. 
 Keep in mind that the vendors must already be in the system and must be defined as a 1099 vendor (specifically must have a 1099 type of business or individual). Also, it appears that the error logging goes to the tciErrorLog table, and does not have a form or UI to display the errors, so an SQL query to that table must be done to see the log entries. 
 We hope this helps.

Sage 500

File Format for 1099 beginning balance import

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