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Lltiemessen
Level 2

How do I get a 1099 report that includes company name and vendor name with SSN or EIN included?

How do I get a 1099 report that includes company name and vendor name (full name) with SSN or EIN included? I have tried to build a custom report but the SSN/EIN is not valid. 

3 Comments 3
SheandL
QuickBooks Team

How do I get a 1099 report that includes company name and vendor name with SSN or EIN included?

We've got just what you need, Messen. I will assist you in creating the Vendor Contact List Report, which provides all the essential information you require. Allow me to guide you through the process of generating this report.

 

This report provides a well-organized overview of your vendors and contractors, including all important contact details. With the right customization, you can tailor this report to meet your specific needs. Please follow the steps outlined below to begin:

 

  1. Open your QuickBooks Online account.
  2. Go to Reports, then in the search bar enter Vendor Contact List Report.
  3. On the upper right corner, please click the Switch to classic view option, beside the Video tutorials.
  4. Once there, click the Customize button.
  5. Click the Change columns, then the Company Name, Track 1099, and Tax ID.
  6. Then, head to the Filter dropdown and tick the Vendor option.
  7. Once done, navigate to Run report.

 

Here is a screenshot for your reference:

 

 

Additionally, you can enhance your financial opportunities with our QuickBooks Live Expert Assisted team. They specialize in simplifying financial management and provide personalized guidance to suit your business's specific requirements. Just click the link to connect with one.

 

Also, I'll include this article you can bookmark if you want to memorize your personalized report in QuickBooks: Save a customized report.

 

You're free to come back to this post if you need further guidance with this process, Messen. I'll be around to offer assistance.

MBazz
Level 1

How do I get a 1099 report that includes company name and vendor name with SSN or EIN included?

I'm having the same problem.  Last year, the 1099 Information Sheet had payer and recipient information, and address, and the EIN/SSN was not masked.  This year, Quickbooks has decided to mask it thus interfering with users ability to do the work we have very little time to do.  There are a variety of reasons QBO users may not be using QBO to file 1099's.  They should not make it so difficult to retrieve this information in an easy to locate, efficient process.  Please restore the ability to run the report with unmasked EIN/SSN.

ZackE
Moderator

How do I get a 1099 report that includes company name and vendor name with SSN or EIN included?

Thanks for getting involved with this thread, MBazz.

 

I can certainly understand how an ability to view payer and recipient details on 1099 Information Sheets and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

For the time being, you can use the Vendor Contact List report mentioned in SheandL's post.

 

I'll be here to help if there's any questions. Have a wonderful Monday!

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