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Level 1

Is there a report that generates a list that provides the name of the company you have sent $ via direct deposit? Bank statements only show transaction # with no name

 
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QuickBooks Team

Is there a report that generates a list that provides the name of the company you have sent $ via direct deposit? Bank statements only show transaction # with no name

Hello there, @mike-millay.

 

QuickBooks Online have a variety of reports that you can customize to suit the type of data you want to see. Allow me to share some information on how this works.

 

Currently, the ability to run a report specific to the direct deposit payments you've made to your contractors and vendors is not available. However, you need not to worry, you can generate the 1099 Transactions detail report and customize it. 

 

Here's how:

  1. Go to Reports.
  2. Look for the 1099 Transactions Detail Report.
  3. Click the Customize button.
  4. Put a check mark on Vendor, Payment Type, 1099 Box, and Type of Contractors.1099.gif

     

    5. Hit on Run Report button.1099-1.gif

     

You can also change the name of the report from 1099 Transaction detail report to any name you preferred to. That should do it! 

 

Feel free to click the Reply button if you have follow-up questions about customizing and generating your reports. I'm always here to help.

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