Level 7

Solved

Print a subcontractor summary report

13 replies
520 views

No text available

QuickBooks Online

R

Rasa-LilaMAnswer

QuickBooks Team

Hello there jeanne,

I'd be more than happy to help you with this.

In QuickBooks Online, we categorize sub-contractors as Vendors. If you want to print a subcontractor summary report, we have two reports available depending on the data that you want. Expenses by Vendor Summary report will show your total expenses for each vendor. While Vendor Balance Summary will show you the total amount you owe for each vendor.

Here's how to get the report:

Go to Reports on the left panel.
On the field box, enter Expenses by Vendor Summary/ Vendor Balance Summary.
Select the date range that you want the report to show.
Click Run Report.

I hope this helps. If you have additional concerns, please get back with us.

R

Rasa-LilaM

Answer

QuickBooks Team

Hello there jeanne,

I'd be more than happy to help you with this.

In QuickBooks Online, we categorize sub-contractors as Vendors. If you want to print a subcontractor summary report, we have two reports available depending on the data that you want. Expenses by Vendor Summary report will show your total expenses for each vendor. While Vendor Balance Summary will show you the total amount you owe for each vendor.

Here's how to get the report:

Go to Reports on the left panel.
On the field box, enter Expenses by Vendor Summary/ Vendor Balance Summary.
Select the date range that you want the report to show.
Click Run Report.

I hope this helps. If you have additional concerns, please get back with us.

L

laf

This answer provides a report for all VENDORS. For us this includes vendors for materials, etc. We need a report for all SUBCONTRACTORS. These are vendors who provide labor and material. Is there a way to only run SUBCONTRACTOR payments for a particular year?

S

sci1968

I ran the vendor report, the clicked on customize report, filters, changed account from "all income/expense" to "subcontractors", changed "show columns" from month to total only, renamed the report and memorized it.

K

KaraS

I find the best way to do this is to make sure you have your subcontractor vendors marked as being eligible for 1099's under the Tax Settings tab. Then go to Reports > Vendors & Payables > 1099 Summary/1099 Detail. Once you get into this report be sure to change the date range and up top there are 1099 options. Be sure you allow all accounts and not only 1099 accounts.

B

Brittany1987

This definitely won't work. A lot of our subcontractors are incorporated, therefore, they are not receiving 1099's.

N

Nick_M

Level 4

Hi Brittany1987.

Thanks for dropping by the Community, I'm happy to help. If you're trying to view your subcontractors transactions, you can do so by pulling a transaction list and filtering it for the specific vendor type. In this case it'd be a subcontractor. From there you can filter by transaction you're wanting to track if the vendor isn't being tracked by 1099.

You can read all about subcontractors and chart of account information in this article. You can also reach out to our support team for further advice, should you have any specific questions about your QuickBooks account.

If there's anything else I can help with, feel free to post here anytime. Thanks for dropping by and I hope you have a good day.

Sign up

Login with SSO

Let's get you signed in

Login with SSO