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Level 2

I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing is running a report that includes amounts. No filter for amounts. Help.

 
5 Comments
QuickBooks Team

Re: I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing...

It's my pleasure to assist you today, suzannek.

 

I'm here to help you run your desired 1099 report that includes amount in QuickBooks Online (QBO).

 

We can run the 1099 Transaction Detail Report in QBO. This shows all transactions and total amount for each contractor and their account number, tax ID, with splits. I'd be happy to walk you through on how to run this report:

  1. Go to Reports.
  2. Under Expenses and Vendors, click 1099 Transaction Detail Report.
  3. Click Run report.

You may want to check out this guide on preparing 1099 in QuickBooks Online: Prepare and file 1099s.

 

Following the steps when preparing 1099's, you'll select the accounts whose transactions will populate the 1099 Transaction Detail Report.

 

You may want to visit this article on how to create 1099 report s in QuickBooks Online: Create a 1099 report for vendors and vendor payments.

 

I also recommend checking out our 1099 video tutorial for more information: youtube.com/watch?v=Izr-7XC6PQY

 

There you have it. I'm always here whenever you have questions while working with 1099's in QBO. I'd be glad to answer them for you.

Level 1

Re: I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing...

Your response doesn't address my issue.  I've done the steps you said, but there is no data on the report.  I have double checked that the vendors have the 1099 box checked and expenses are > $600, indicating that a 1099 is required.  

QuickBooks Team

Re: I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing...

Good Afternoon, @JenZr

 

Thank you for your feedback. Let's work together and get this resolved. 

 

If you're having issues viewing the correct amount for your 1099  report, let's try some troubleshooting steps to get you back to business. 

 

Make sure the correct Tax Year is selected in the Preview 1099 information

  • When opening the Prepare 1099-MISC Forms screen you will see a drop-down menu for Tax Year under the Company Information box. 

If this is a bill payment, make sure it's attached to the bill: 

  • If it's not, you can fix it by following these steps:
  1. Choose the Create icon. 
  2. Under Vendors, select Pay Bills.
  3. Pick the Filter drop-down. 
  4. Go to All for Payee and Location and click on Apply
  5. Check the appropriate bill. 
  6. Select Save or Save and Close

Once you complete these steps and it's still not showing the correct information, check that the payments are assigned to a vendor and not an employee. 

 

If the vendor paid by credit card, those will be reported on a 1099K form submitted by the payment processor. 

 

Also, the 1099 Transaction Detail Report requires the vendor's transaction accounts to be selected as well. To fulfill this, see below:

 

Choosing Accounts for 1099 Tracking and Reports

  1. Select the Expenses tab, then the Vendors section. 
  2. Click on Prepare 1099's
  3. On Step 2 - Accounts, check the option for whichever type of 1099 you're filing. 
  4. In the drop-down menu, check off each Ledger Account that holds transactions for your 1099 vendors. 

If you have any more questions, please don't hesitate to Reply to this thread. Happy Thursday! 

Level 1

Re: I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing...

This report is not working. Is there an estimate of when it will be fixed?

Moderator

Re: I am trying to run a 1099 report. I have tried all the steps in the help suggestions. nothing...

Hi there, tstruminger.

 

Let's get this escalated to our engineers by contacting us. This way, we'll be able to check the cause of this issue. 

 

Here's how to reach us:

  1. Click on the Help icon.
  2. Select Contact us.
  3. Enter a topic and click on Let's talk.
  4. Choose either messaging an agent or requesting for a callback.

If you have other questions, we are here to help. 

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