Excel spreadsheet to IRIS CSV
Keep your contractor list in Excel or Google Sheets the way you like it. Drop the .xlsx or a CSV export below and the tool maps it to the IRIS template, fixes the formats and writes upload-ready files.
Combine two reports (QuickBooks contact list + 1099 totals)
QuickBooks Online has no single report with names, tax IDs, addresses and 1099 totals. Export the Vendor Contact List (with Tax ID and address columns) and the 1099 Contractor Summary, drop one above and the other here. Rows are joined by vendor name.
Match the exact header of your IRS template (recommended)
IRIS checks the header row word for word, and the IRS can change it each tax year. In the portal, open Upload CSV with Form Data, download the blank template for your form and tax year, and drop it here. The tool then writes your files under that exact header. It remembers the header row, never your data.
2Match your columns
3Review what was found
Preview
4Download IRIS-ready files
Why not just paste into the IRS template?
Pasting into the template works for a few rows. With more, Excel gets in the way:
- It turns a ZIP like 07030 into 7030 and drops leading zeros from TINs.
- It shows long amounts as 1.25E+04 and saves them that way.
- Reopening and saving the CSV rewrites the formatting, which the IRS itself warns about.
- The template needs 54 columns for 1099-NEC and 64 for 1099-MISC in a fixed order, and most of them are empty for a typical contractor.
The tool reads the .xlsx file directly. It puts back the leading zeros that Excel dropped and flags each one for you to check. It writes plain-text CSV files that Excel never touches.
Columns your sheet needs
| Information | Column names the tool recognizes |
|---|---|
| Name | Name, Vendor, Payee, Contractor, or First Name and Last Name, or Company |
| Tax ID | TIN, Tax ID, SSN, EIN, SSN/EIN |
| Address | Address or Street, Address 2, City, State, ZIP |
| Amount | Amount, Total, Total Paid, Nonemployee Compensation, Box 1 |
| Optional | Account Number, Federal Tax Withheld, State, State Tax Withheld |
Any column with another name can be matched by hand from a list. Your own payer details go in a short form once and are remembered in your browser.
Google Sheets
Use File, Download, then Microsoft Excel (.xlsx) or Comma-separated values (.csv), and drop the file into the tool. Only the first sheet is read.
Frequently asked questions
Does the tool change my spreadsheet?
My sheet has several tabs. Which one is read?
Can I use one sheet for 1099-NEC and 1099-MISC?
Sources
- IRS Publication 5717, IRIS Taxpayer Portal User Guide (Rev. 9-2026)
- IRS: TY2025 IRIS CSV Template Formatting Guidelines (ZIP)
Last reviewed November 1, 2026.