cancel
Showing results for 
Search instead for 
Did you mean: 
DougSwain
Level 1

1099 Transaction Detail Report

When I run the 1099 Transaction Detail Report for last year (2020), no data populates the report.  The vendors that I would expect to appear have the "track payments for 1099" checkbox checked in their vendor record.  I can't figure out why no vendors are showing up in this report.

Solved
Best answer January 07, 2021

Best Answers
MonicaM3
QuickBooks Team

1099 Transaction Detail Report

Hi there @DougSwain,

 

I’m here to help with your 1099 Transaction Detail Report. In order to get that list populated, you will need to start the Prepare 1099’s process. The reason for this is to assign a form for the Vendors (ie: 1099-NEC, 1099-Misc, etc).  Here’s how:

 

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.

Once you have worked through adding that to the Vendor, you can cancel or exit out of the 1099 wizard, and your report will populate.

 

I’ll be here if you have any other questions or if there is anything else I can help with, just let me know!

View solution in original post

10 Comments
cmpatel2
Level 1

1099 Transaction Detail Report

I also have the same problem. 

MonicaM3
QuickBooks Team

1099 Transaction Detail Report

Hi there @DougSwain,

 

I’m here to help with your 1099 Transaction Detail Report. In order to get that list populated, you will need to start the Prepare 1099’s process. The reason for this is to assign a form for the Vendors (ie: 1099-NEC, 1099-Misc, etc).  Here’s how:

 

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.

Once you have worked through adding that to the Vendor, you can cancel or exit out of the 1099 wizard, and your report will populate.

 

I’ll be here if you have any other questions or if there is anything else I can help with, just let me know!

View solution in original post

DougSwain
Level 1

1099 Transaction Detail Report

Now I see that I didn't check off enough ledger accounts in Step 2 (Accounts).  The sub-accounts are listed separate from the top-level accounts.  I had checked off Professional Fees but not the Accounting and Bookkeeping sub-accounts within Professional Fees.  Thank you for your clear writing.  -- Doug Swain, age 70.    

ehh1212
Level 1

1099 Transaction Detail Report

our vendors are marked for 1099 eligible and has FEIN, for some reason this year the Summary and Detail report are not populated.  What changed this year?  We have updated our QuickBooks still not showing the detail.  

ehh1212
Level 1

1099 Transaction Detail Report

I am not clear with your instruction.

Where is "expenses tab" that you are referring to?  Where can I find "Prepare 1099"? it's not under "Vendor" nor under "Reports"

Mark_R
QuickBooks Team

1099 Transaction Detail Report

Your issue ends here, @ehh1212.

 

As stated by my peer MonicaM3 above, the reason why the report doesn't populate data is that you haven't assigned a form for the vendors. Since you aren't able to find the "Prepare 1099" in your QuickBooks software, allow me to provide a screenshot for your visual reference. 

 

Depending on your QuickBooks version, may I know which one are you using? If you're using QuickBooks Online (QBO), you can find it in the Vendors menu.1.PNG

However, if you're using QuickBooks Desktop (QBDT), you can prepare 1099s by going to the Vendors menu and selecting 1099 Forms, then Print/E-file 1099 Forms. For more guidance, feel free to check out this article: Create and file 1099s with QuickBooks Desktop.

2.PNG

You might also want to read this article to learn which payments should be excluded from the 1099-MISC and 1099-NEC form: What payments are excluded from a 1099-NEC and 1099-MISC?

 

Please know that I'm just a reply away if you need any further assistance preparing your 1099. Wishing you and your business continued success.

ContractorsPlus
Level 2

1099 Transaction Detail Report

What if your version of QB doesn't have an expenses tab?

 

Mark_R
QuickBooks Team

1099 Transaction Detail Report

Thank you for joining the thread, @ContractorsPlus.

 

May I know what version of QuickBooks you're using? Please keep in mind that all QuickBooks versions (Desktop or Online) had an Expenses menu. If you can provide more details on your concern, it would be greatly appreciated. This way, we can provide the best resolution based on the QuickBooks version you're using.

 

Please know you can continue to reach me here with your additional questions. I'll be standing by for your response.

Steven41
Level 1

1099 Transaction Detail Report

I am not fond of this solution. I use an outside provider to run payroll and prepare my 1099's, but I want to run the 1099 transaction detail report to ensure that what I've entered in QB ties to what is in the payroll system by quarter. Is there any other way to generate data for this report based off the "Track payments for 1099" being checked? If the only solution is to go through the 1099 processing every time you want to reconcile this data this is a major inconvenience. I have other painfully manual ways to reconcile this (download ALL expense transactions then mark vendors as 1099 or not by transaction, then do a reconciliation of what is paid vs. not paid), but I'd like to see the 1099 reports work without going through prepare 1099 processing. 

Catherine_B
QuickBooks Team

1099 Transaction Detail Report

Hello there, Steven41.

 

If you're using QuickBooks Online, you still have the option to run the 1099 detailed report just make sure that the mapping of expense accounts are correct. To help you, you can use this link on how to run and modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

 

Keep me posted if there's anything else that you need help with. Take care!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us