## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Filing With Yearli

Yearli is a tool which helps you to generate, file and submit your 1099-MISC forms with ease. All you have to do is:

Learn more about [Yearli and Zoho Books](https://yearli.com/integrations/zoho).

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### Create an account in Yearli

*   Visit the [Yearli](https://yearli.com/integrations/zoho) page.
*   Choose one of the plans according to your business requirements by clicking **Sign Up** at the bottom of the page.

![Yearli Plans](/us/books/help/images/integrations/yearli-plan1.png)

*   Enter your email address and click **Next**.

![Yearli Email](/us/books/help/images/integrations/yearli-email.png)

*   Enter your details in the page that follows.
*   Click **Send Activation Email**.

![Yearli Email](/us/books/help/images/integrations/yearli-actemail.png)

*   An activation email will be sent to the registered email address from where you can activate your Yearli account.
*   Click the activation link and you’ll be re-directed to Yearli’s account creation page.
*   Fill the page and click **Continue**.

![Yearli Credentials](/us/books/help/images/integrations/yearli-continue.png)

*   Verify all the details and click **Create Account**.

### Import Your Data from Zoho Books

*   After you have created an account in Yearli, you’ll have to create a new form for submission.
*   Click **Start New Form** in the page that follows.

![Start New Form](/us/books/help/images/integrations/start-new-form.png)

*   Click **Import Data** to import your data from Zoho Books.

![Yearli Plans](/us/books/help/images/integrations/import-data-yearli.png)

*   Scroll down and select **Zoho Books** from the list of apps.
*   Click **Connect and Retrieve Organizations**.

![Connect and Retrieve Organizations](/us/books/help/images/integrations/connect-orgs.png)

*   Sign in to your Zoho Books account.

![Sign In Zoho Books](/us/books/help/images/integrations/signin-zb.png)

*   Click **Accept**.

![Accept Yearli](/us/books/help/images/integrations/accept-yearli.png)

*   Select the organizations for which you want to file the data.
*   Click **Import 1099 Data for selected Organizations**.

![Select Organizations](/us/books/help/images/integrations/select-orgs.png)

*   Verify the number of payers and forms imported and click **OK**.

![Retrieve Data](/us/books/help/images/integrations/retrieve-data.png)

### Review the data and checkout

*   Review the payer, recipient and form data.
*   Click **File Forms**.

![Review Data](/us/books/help/images/integrations/review-data1.png)

*   Choose to review and/or edit data by form.
*   Click **Next**.

![Review Final Data](/us/books/help/images/integrations/review-data2.png)

*   Enter payment information and submit forms to federal and state (where applicable) agencies.
*   Click **Next Step**.

![Submit Data](/us/books/help/images/integrations/yearli-checkout.png)

*   Proceed to pay and submit the form.

![Submit Data](/us/books/help/images/integrations/submit-data.png)

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