![](/books/kb/images/books.png)
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:
IN THIS PAGE…
Learn more about Yearli and Zoho Books.
Create an account in Yearli
- Visit the Yearli 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)