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emily2
Level 1

Can you sort by date instead of "Transaction Type" on the "1099 Transaction Detail Report" AND how do you get the Description field on the report? Thanks.

 
2 Comments 2
JanyRoseB
QuickBooks Team

Can you sort by date instead of "Transaction Type" on the "1099 Transaction Detail Report" AND how do you get the Description field on the report? Thanks.

Hello there, @emily2.

 

Thanks for taking the time to reached out to us. I'm here to help provide some insights about customizing the 1099 Transaction Detail Report in QuickBooks Online (QBO). 

 

Currently, there isn't a way to change the Transaction Type to sort by date. What you can do is, select the specific date on the Report Period to show what happened during that period. 

 

Additionally, there's isn't an option to add the description field on the 1099 Transaction Detail Report since this report is per transaction and not by line item. If you'd like, you can pull up the Transaction Detail By Account and filter the transaction type to show the description field information. 

 

You can check this article for the detailed steps on how to customize reports

 

Since the options you're looking for is not available, I encourage you to send feedback directly to our product engineers for future updates. They place a lot of value in the ideas provided by users when deciding on how best to improve QuickBooks.


Here's how you can send feedback: 

  1. Click the Gear Icon.
  2. Select Feedback
  3. Click Next and choose Feedback under Category option.
  4. Select Save

If you need further assistance with the steps on customizing reports, I recommend calling our QuickBooks Online Support Team. They have additional tools to pull up your account and do a screen share.


Here's how you can contact our phone support: 

  1. Go to: Get help with QuickBooks Online.
  2. Click the contact us link. 
  3. Select the Search for something else, and type-in Customer Support
  4. Click Search.
  5. Scroll-down and click Get Phone Number

Please know that you're always welcome to post again if you have any other concerns about the 1099 Transaction Detail Report. We're always here to help you out. Have a good one. 

vpcontroller
Level 11

Can you sort by date instead of "Transaction Type" on the "1099 Transaction Detail Report" AND how do you get the Description field on the report? Thanks.

@emily2

 

Unfortunately, in QBO, 1099 Transaction Detail Report is not as customizable as needed. There is no comparable report available either.

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