Integration Series #3 – Integrating Data with

After three tax seasons of importing from, we’re now a part of’s App Center. You can pull information directly from

Connect the app

In, go to the App Center. The App Center can be found under the settings menu. Under “Taxes,” click on Review the information, and click Connect. This will sync vendor information to

The app will direct you to If you already have a account, use your username and password to login. If you don’t have an account, you can register for one. It’s free to make an account.

After connecting

After logging in to, you will see a list of payers from in a drop down list. Select your company and the tax year. makes an API call to to retrieve the information. The import may take a minute or two.

You will see a popup asking if you want to apply filters. If you select to turn filters off, all payments will be imported to These payments will come over regardless of whether you mapped them to the chart of accounts or not. If you select to turn filters on, only payments that you mapped in the chart of accounts will come over.

Next to the company’s name, you’ll see a red dot. Click to add the company’s EIN. The EIN does not import with the sync. Look for other vendors who may have red dots next to their names. Click on the flag column to filter the import grid by the red dots. You can fix errors directly in, or you can return to to fix the issues. If you fix the issues in, you’ll need to re-import.

You can bulk-edit information within The “Apply to Selected” action allows you to make the same edit to multiple vendors. This gives you more control over the review process for your forms.

As you make changes, the system saves the updated data. If you exit during the process, you can return to the most recently saved data. Be advised: you shouldn’t start the process with a second company until you are done with the first. The system only stores data for one company at a time.

E-file forms

You can select the scheduled date for your forms as you’re submitting and paying for the e-file. We automatically schedule forms to e-file with the IRS on the deadline date, March 31st. This gives you time to make changes to your forms before they are sent to the IRS. After the scheduled date, any changes will have to be made on a corrected form.

Recipient form delivery is also available through You can request USPS mail service, select our PDF to e-mail service, or use our portal for E-delivery. The portal includes the collection of opt-in status for recipients. This meets the requirements outlined in IRS Publication 1179.

Why should you e-file with You can:

  • Integrate with and other leading accounting software
  • File forms/corrected forms year-round
  • Access your forms online at any time
  • Use prior-year filing for corrected forms or to bring a company into compliance
  • Deliver forms to recipients
  • Upgrade to Enterprise to control user rights and manage form workflow
Integrate your vendor data with Take advantage of a best-in-class e-filing solution.

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