CheckMark Knowledge Base CheckMark Knowledge Base

  • PRODUCTS
    • SOFTWARE
      • CheckMark Payroll
      • CheckMark MultiLedger
      • CheckMark 1099
      • CheckMark 1095
    • PAPER PRODUCTS
      • Checks & Envelopes
      • Business Forms
      • Tax Forms
  • SERVICES
    • Payroll Services
    • Accounting Services
    • HR Services
    • Time & Attendance
  • STORE
    • Online Store Home
    • Software
    • Software Updates
    • Bundles
    • Checks & Envelopes
    • Business-Forms
    • Tax Forms
    • HR Support
  • MORE
    • ABOUT COMPANY
      • Our Story
      • Culture
      • Contact Us
    • PARTNER PROGRAMS
      • Consultant Program
      • Software Partner
      • Resellers Program
    • SUPPORT
      • Request Support
      • Knowledgebase
      • Blog
      • Tutorials
      • Find a Consultant
  • Sign In
    • My Account
    • Other
      • Payroll Services
      • HR Services
      • Time & Attendance
  • Free Trial
Home / CheckMark 1099, Installation and Basic Use / How to Open CheckMark 1099 Software (For New User)

How to Open CheckMark 1099 Software (For New User)

opening checkmark 1099

Opening CheckMark 1099: New User

  1. Open the CheckMark 1099 application. You can use either the shortcut or alias that was created or go to the CheckMark 1099 folder that was installed and dou-ble-click the CheckMark 1099 application file.
  2. The first time you open the program the welcome screen appears. This screen provides useful information regarding the set up of Security, Customizing screens and fonts and accessing the Manual.

Click the Print button to print out this information.

1

Important: It is recommended that you set up a password to protect your private information. For information on setting up passwords, See “Setting up Users and Passwords.”

Opening CheckMark 1099: Upgrading Old Files

The information will be stored in a database that is created the first time you open your previous files. the default location is:

Macintosh: HD\Documents\CheckMark\1099\(year)

Windows: C:\Documents\CheckMark\1099\(year)

  1. Open the CheckMark 1099 application. You can either use the shortcut or alias that was created or go to the CheckMark 1099 folder that was installed and double-click the CheckMark 1099 application file.
  2. If you have a previous 1099 database from a prior year, the program will ask you if you want to import the Company and Recipient information.
  3. Click Yes to continue. Enter the Username and Password from the prior year, if requested.

2

  1. A pop up window asks if you want to clear out the prior amounts. Click Yes to zero out amounts and continue or No to retain the prior year’s amount information

If you clicked Yes, you’ll be notified once the data is successfully imported.


Related Articles

How to Install CheckMark 1099 Software

How to Database Manager in CheckMark 1099 Software

Related

CheckMark 1099Installation and Basic Use

Search the Knowledge Base

Browse by Topics

  • Getting Started
  • Creating a New Company
  • Installation and Basic Use
  • Set Up
  • Setting Up Recipients
  • Exporting and Importing
  • Printing 1099 Forms
  • eFile
  • Backup and Restore
  • Miscellaneous
1099 software

SOFTWARE

  • CheckMark Payroll
  • CheckMark MultiLedger
  • CheckMark 1099
  • CheckMark 1095

SERVICES

  • Payroll Services
  • Accounting Services
  • HR Services
  • Time & Attendance

PAPER PRODUCTS

  • Checks and Envelopes
  • Business Forms
  • Tax Forms

RESOURCES

  • Knowledge Base
  • Blog

ABOUT US

  • Our Story
  • Consultant Program
  • Software Partner
  • Resellers Program
  • Contact Us

CONTACT INFORMATION

  • 323 W Drake Rd, Ste. 100, Fort Collins, CO 80526
  • Tel: 970.225.0522
  • Fax: 970.225.0611
  • sales@checkmark.com

| | |

Terms of Service | Privacy Policy | Sitemap

Copyright © 2021 CheckMark, Inc.