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Print a subcontractor summary report

 
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Best answer 10-15-2018

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QuickBooks Team

Hello there jeanne, I'd be more than happy to help you wi...

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:

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

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

View solution in original post

10 Comments
QuickBooks Team

Hello there jeanne, I'd be more than happy to help you wi...

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:

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

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

View solution in original post

laf
Level 1

This answer provides a report for all VENDORS. For us thi...

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?
Level 1

Any update on this??

Any update on this??
laf
Level 1

No, nothing. Sorry

No, nothing. Sorry
Level 1

Re: Print a subcontractor summary report

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.

Level 1

Re: This answer provides a report for all VENDORS. For us thi...

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.

Level 2

Re: This answer provides a report for all VENDORS. For us thi...

Open the report Expenses by Vendor Summary

Choose Customize the Report

Go to the Filters Tab

Scroll thru the list and Choose Vendor Type

From the drop down menu choose "Subcontractors"

 

Level 2

Re: This answer provides a report for all VENDORS. For us thi...

Open the Expenses by Vendor Summary Report as shown above.

Go to "Customize Report"

Choose the "Filter"

Choose "Vendor Type" from the list

Choose "Subcontractor from the Drop Down List

Choose "Ok"

Level 2

Re: This answer provides a report for all VENDORS. For us thi...

How do you add/remove vendors to/from the subcontractor list?  From what I've read, the check box in the Tax Settings tab titled 'Vendor eligible for 1099' marks the vendor as a subcontractor.  I'm seeing vendors both with and without that box checked appearing on the subcontractor summary.  As a test, I checked the box for a vendor that was appearing on the report erroneously and that vendor remained on the report.

QuickBooks Team

Re: This answer provides a report for all VENDORS. For us thi...

We can add a subcontractor vendor type in QuickBooks Desktop, GalinMcMahon.

 

Then, let's categorize them so we can filter the report correctly. You can follow these steps:

  1. Go to the Vendors menu and double-click on the vendor/subcontractor's name.
  2. Select Additional Info tab. Under Vendor Type, select <Add New>.
  3. Enter Subcontractor as the vendor type name. Click OK to save.

add info.PNG

Let's do the same thing to other subcontractors. You don't have to add a new vendor type. Simply select the one you've already created. After this, let's pull up the said report.

  1. Click on Customize Report.
  2. Go to the Filters tab. Search and check Vendor Type.
  3. Under Vendor Type drop-down, select Subcontractor.
  4. Hit OK to display the customized report.

add info 2.PNG

In addition, checking the Vendor eligible for 1099 box won't make them a subcontractor. This option is use to set up and track 1099 vendors.

 

You have now the report you're looking for. I'm just around if you need more clarifications.

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