Is there a report that I can provide a contractor paid with direct deposit that is like a payroll stub or a check stub?

usersuzanne-keers · ‎March 22, 2021

JoesemM · ‎March 22, 2021

Thanks for getting back to us, @usersuzanne-keers. I appreciate you for following the steps shared by my colleague.

Since you use a non-profit version, you can run the Transaction List by Vendor, just make sure you're paying contractors from the right expense account. If your amounts are off, you may want to review the contractor payment transactions and accounts associated with them.

Select Reports then type Transaction List in the search bar, select Transaction List by Vendor.
Select Customize.
Set the Report period to Last Year (or Last Calendar Year).
Go to the Rows/Columns section. Select the Change columns link then put a checkmark on the Split box.
Go to the Filter section.
Check the Vendor box and from the drop-down, choose 1099 vendors who are in question.
Select Run report.
Look under the Splits column for what accounts the vendor's transactions were tied to. If you see the word "SPLIT," select the transaction to see details on what accounts were affected. If this is a Bill Payment, access the Bill to see what expense accounts were affected.

Also, you can pull up the Vendor Contact List to see which vendors are set to track 1099s and change their status in case you need to. Let me show you how:

Select Reports then search for Vendor Contact List and open the report.
Select Customize.
In the Rows/Columns section, select Change columns.
Select the Track 1099 checkbox.
Select Run Report.
Select Sort and under Sort by choose Track 1099, to sort your contractors.

For more details, you can check out this article: Fix missing contractors or wrong amounts on 1099s.

Also, you can bookmark the articles that my colleague shared above. It contains a step-by-step process on how to manage direct deposit for your contractors.

Additionally, I recommend visiting this website: Resource Hub. It provides you articles about managing your QBO account, income, expenses, banking, inventory, taxes, and running reports. Just click + More topics under Topics to expand the sections.

I'm still here if you have further questions about running reports or any QBO related. Just post the details below and I'll reply as quickly as I can.

View solution in original post

JonpriL · ‎March 22, 2021

Hello @usersuzanne-keers,

You can print your contractor's direct deposit payment from the list of the paychecks that has been created. Let me show you how.

Go to Payroll.
Select Employees.
Under Run payroll, select Paycheck list.
Customize the date base on the checks you've created.
Select the payment in question.
Click Print.

In the same manner, here's an article you can read to learn more about how you can print employee checks: Print paychecks in QuickBooks Online Payroll and Intuit Online Payroll.

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Online Payroll.

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

usersuzanne-keers · ‎March 22, 2021

Thanks for your reply, but I am looking for a report for a 1099 contractor - not employee. We pay our contractors through direct deposit (and pay an extra fee to do so) and it would make sense that there is a way to send them a "direct deposit advice" type of document.

MichelleBh · ‎March 22, 2021

Thank you for the quick response and for clarifying your concern, @usersuzanne-keers.

I'm here to ensure you're able to get the contractor report. This way, you can have the direct deposit documents to send to your contractor.

Let's pull up Bill Payment List Report, then customize it to a specific contractor's name. After that, you can either Email, Print, or Export the report.

Here's how:

Go to the Reports tab on the left pane.
Type the said report in the search box.
Click the Customize button on the right side.
Choose the appropriate Report period in the drop-down.
In the Rows/Columns, select Vendor.
Click Filter, then customize it.
Tap Run report.

For more details about customizing, check out this page: Run reports in QuickBooks Online.

You also have an option to click the Save customization button to memorize the report. This will help you save time since it automatically updates every time there are newly added transactions.

For the complete steps visit this article: Memorize reports.

I've also added some articles that might help you with changing direct deposit information, increase the limit increase, and other relevant topics.

If you have any other questions about your contractor, just let me know. I'm glad to assist you further. Take care always.

usersuzanne-keers · ‎March 22, 2021

@MichelleBhThanks for your response. The Bill Payment list report sounds like a good possibility, but when I run the report, nothing appears. This is true whether I do the customizations you suggested or run it with no changes. Does this report require use of the accounts payable function? We are a small cash based non-profit and do not use accounts payable. (Also - we use the non-profit version.)

JoesemM · ‎March 22, 2021

Thanks for getting back to us, @usersuzanne-keers. I appreciate you for following the steps shared by my colleague.

Since you use a non-profit version, you can run the Transaction List by Vendor, just make sure you're paying contractors from the right expense account. If your amounts are off, you may want to review the contractor payment transactions and accounts associated with them.

Select Reports then type Transaction List in the search bar, select Transaction List by Vendor.
Select Customize.
Set the Report period to Last Year (or Last Calendar Year).
Go to the Rows/Columns section. Select the Change columns link then put a checkmark on the Split box.
Go to the Filter section.
Check the Vendor box and from the drop-down, choose 1099 vendors who are in question.
Select Run report.
Look under the Splits column for what accounts the vendor's transactions were tied to. If you see the word "SPLIT," select the transaction to see details on what accounts were affected. If this is a Bill Payment, access the Bill to see what expense accounts were affected.

Also, you can pull up the Vendor Contact List to see which vendors are set to track 1099s and change their status in case you need to. Let me show you how:

Select Reports then search for Vendor Contact List and open the report.
Select Customize.
In the Rows/Columns section, select Change columns.
Select the Track 1099 checkbox.
Select Run Report.
Select Sort and under Sort by choose Track 1099, to sort your contractors.

For more details, you can check out this article: Fix missing contractors or wrong amounts on 1099s.

Also, you can bookmark the articles that my colleague shared above. It contains a step-by-step process on how to manage direct deposit for your contractors.

Additionally, I recommend visiting this website: Resource Hub. It provides you articles about managing your QBO account, income, expenses, banking, inventory, taxes, and running reports. Just click + More topics under Topics to expand the sections.

I'm still here if you have further questions about running reports or any QBO related. Just post the details below and I'll reply as quickly as I can.

usersuzanne-keers · ‎March 23, 2021

Thanks for your help. I actually ended up using the Transaction List with Splits report and filtered by the name of the vendor. That way the splits were shown.

It still seems to me that if we are paying $8 per contractor per month to do direct deposit, that there should be a standard report that I can share with the contractor. Just saying...

ladyvamp2021 · ‎November 22, 2021

Has there been a fix to this yet so the contractors can see what they were paid for? I am paying multiple contractors and I want them to see a description of what they have been paid for. Is there an answer to this? I do add a description when sending a direct deposit but it does not show up in the Transaction List report by vendor... any ideas on how to get this data to the contractors?

AlexV · ‎November 22, 2021

Hello ladyvamp2021!

Yes, there's a report you can pull up that shows the description. Allow me to help you in running this report.

From the Reports menu, search and select Transaction List with Splits report. Then, follow these steps to customize it:

Click the Customize button and go to the Rows/Columns section.
Change the Group by drop-down to Name.
From the Filter section, select All Bank Accounts under the Account drop-down.
Select the contractor under the Name drop-down.
Tap Run report.

Also, moving forward, you can enter the payment description in the Memo field, too. That way, it'll show under the Memo/Description column when you run the Transaction List by Vendor report.

I added these links to see the list of available reports in QuickBooks Online and how to customize them:

Keep on posting here if you have other concerns about contractors. I'll be here!

Smallbixuser · ‎July 20, 2024

I enter information in the Memo/Description box every time yet no data appears when I run the report. Clicking into each line item, I can see that the info is stored correctly in the field yet does not display when running a report. Please fix this we pay extra and this is quite frustrating!

JamaicaA · ‎July 20, 2024

Good day, Smallbixuser.

Thanks for reviewing if there are any data entered into the respective Memo or Description fields. I'm here to help you get the most out of QuickBooks reports to get what you pay for.

I need more information to address the missing information in your Memo/Description box. This way, I can provide accurate help according to your situation.

Can you share what report you're trying to generate and the filters you selected? Have you input details to individual fields? I would also appreciate any screenshots you can add showing the report name and the columns displayed. Please ensure to cover that personal information to safeguard your data.

This reference will provide knowledge of printing memos and when they won't appear on different screens: When the memo field will and will not print.

I'm adding these resources containing instructions to tailor your reports according to your needs:

Any additional details would help us narrow down the issue. I'll be on the lookout for your response.

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Is there a report that I can provide a contractor paid with direct deposit that is like a payroll stub or a check stub?