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KSP
Level 1

Customizing a report to print 1099 subcontractors filtered by county where work was performed

We are trying to create a report where we can pull a list of 1099 subcontractors who did work in a specific county so we can provide that information to the county government.  Currently to get that information we print three reports:  1099 Summary, Job Revenue-Summary by County, and then Job Costs by Vendor with Job Summary.  We use the 1099 Summary to locate the the 1099 subs on the Job Costs Report.  Then we take the Job Revenue Report by County and go through the Job Costs by Vendor Report to select the jobs performed by the subcontractors in their summary.  We then manually total and create a document to submit to the county government.

We've tried contacting Quickbooks though their online support and after 4 hours chatting they still were unable to assist in customizing a report to meet our needs.  We feel there must be other businesses who need to access this specific type of information and would appreciate any assistance in trying to create this report.  We utilize Quickbooks Desktop.

7 Comments 7
CharleneMae_F
QuickBooks Team

Customizing a report to print 1099 subcontractors filtered by county where work was performed

I'm here to help you with this, KSP. I know you've been through a lot in trying to get the specific report.

 

We can export the reports to Excel. From there, you're able to customize them to get the information you'd like to see. I'll guide you how.

 

  1. In QuickBooks, go to the Reports menu and select Reports Center.
  2. Find and open any 1099 report.
  3. Select the Excel on the toolbar.
  4. To create a new Excel workbook, select Create New Worksheet.
  5. If you want to format the data a specific way, select Advanced. This is optional.
  6. When you’re ready, click on OK.
  7. To open the report in Excel, you can also select Export.

 

Once done, you can also get the latest version of the report from QuickBooks while you're in Excel. Here's how:

 

  1. In Microsoft Excel, go to the QuickBooks tab. Excel adds this automatically the first time you export the report.
  2. Select Update Report to get the latest version of the report from QuickBooks.

 

To learn more about personalizing your reports in QuickBooks, please see this article: Customize Reports

 

In case you'll need to file both 1099-MISC and 1099-NEC in the future, please see this article to learn what you'll need to do: How to Modify your Chart of Accounts for your 1099-MISC and 1099-NEC Filing.

 

If you'll need help in managing your reports, please don't hesitate to add a comment below. I'll always have your back.

KSP
Level 1

Customizing a report to print 1099 subcontractors filtered by county where work was performed

Thank you for replying, however I am not looking to export reports to Excel.  I need information provided in all 3 reports and have been unable to customize a report to draw the information into one report.

I need to know who are 1099 Subcontractors (1099 Summary)

I need to know the jobs that were performed in a specific county (Job Revenue-Summary by County)

I need to know which of the 1099 Subcontractors performed the work for those jobs in said county (Job Costs by Vendor and Job Summary).  I then go through each report to cross reference and manually create a document.  

Can you assist in pulling this information into one report that lists the Subcontractors that worked in a said county and the amount paid them for work solely in that county?

Rubielyn_J
QuickBooks Team

Customizing a report to print 1099 subcontractors filtered by county where work was performed

Thanks for getting back in here, @KSP. Let me clarify things for you.

 

I can see here how it is important for you to have all the data in one report. However, the option of pulling up all the information into one report is unavailable. 

 

As mentioned above, you can export all 3 reports that you want. From there, you can merge them into one report to have all the information you want. You may consider following the steps given above on how to export the report in QuickBooks Desktop. 

 

Additionally, I'll be adding these resources to learn more about reports in QuickBooks Desktop:

 

Don't hesitate to post again or leave a comment on this thread if you have any follow-up questions. Take care and enjoy the rest of the week.

KSP
Level 1

Customizing a report to print 1099 subcontractors filtered by county where work was performed

I am attempting to export all 3 reports into one workbook in excel (each report having it's own worksheet). However when I export the 3rd report, it simply replaced the 2nd report in Sheet 2.  It's as if Excel/QB won't allow more then 3 reports to be exported into one workbook.  Any help would be appreciated.  

MichelleBh
Moderator

Customizing a report to print 1099 subcontractors filtered by county where work was performed

Thanks for the quick response, @KSP.

 

I'll share with you some information about exporting reports in QuickBooks Desktop. 

 

The 3 reports should have their own worksheets, workbooks, and unique file name to avoid replacement. With this, I'd suggest exporting the reports to their personal workbooks. 

 

 

For more information, you may refer to this article: Export reports as Excel workbooks.

 

But if the issue persists, I'd recommend running verify and rebuild data to isolate the problem. 

 

Here's how: 

 

  1. Go to the File on the left side, then choose Utilities
  2. Tap the Verify button. 
  3. Click Rebuild data if you see specific errors. 
  4. Follow the on-screen instructions to resolve the issue. 
  5. Hit OK when Rebuild has completed show up.

 

For the detailed steps, check out this article: Verify and Rebuild Data.

 

After that, re-export the reports to verify if it's already functioning well. 

 

In case you've encountered some issues, please visit this article for the troubleshooting steps: Fix export to Excel issues in QuickBooks Desktop.

 

Additionally, I've added some pages that might help you personalizing, retain reports, and other related topics. 

 

 

Let me know if you have follow-up questions. I'm eager to help. Keep safe!

KSP
Level 1

Customizing a report to print 1099 subcontractors filtered by county where work was performed

I have each report downloaded into Excel into their own workbook.  How do I combine them into one report?  I also don't see a Quickbooks tab in Excel which someone said would be visible after I downloaded my first report.  Thank you!

Nick_M
QuickBooks Team

Customizing a report to print 1099 subcontractors filtered by county where work was performed

Hi there, KSP.

 

Thanks for stopping by the Community, I'm happy to help you out today. If you're trying to combined two reports into one you can follow this helpful article that was provided earlier in this thread by my colleague. Also I was able to find a useful article about consolidating data in multiple worksheets on the Microsoft support page. That should definitely help get you get your reports combined in Excel. If you have any other questions, feel free to post here anytime. Thanks and I hope you have a nice day.

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