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Welcome to Minimizing your W-9 Gathering Pain
Managing 1099s in OneNote Overview
QBO - How to Get Each Client's Potential W-9 Listing
QB Desktop - How to Get Each Client's Potential W-9 Listing
Setup your Client Section and Create a W-9 Form
Filling out the W-9 Vendor Form
Organizing your Section
Create a Request Information Task in Liscio
Copy Link to Liscio Request Information Task into OneNote W-9 Form
Save Time and Create Consistency with Liscio Templates
Cleanup your Template List (optional)
Keeping Accounting Software Current
Send Liscio W-9 Requests Throughout the Year - Never Get Behind Again!
Overview of the Entire Process
Next Steps - Continue Your Learning on The Grove!
