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C_Lawrence
Level 1

Is there a report to run in Quickbooks Accountant Desktop 2021 to show new vendors added?

We need to be able to run a monthly report to make sure our Vendors are added correctly for 1099 Vendor items. Can this be done in the Desktop Version? I know there is a Create Date option in QBO but can not find the same choice in Desktop.

2 Comments 2
BigRedConsulting
Community Champion

Is there a report to run in Quickbooks Accountant Desktop 2021 to show new vendors added?

There isn't a way to filter a report in QB based on the creation date of a name like a vendor.

 

Items aren't stored on vendor records. What do you mean by, "make sure our Vendors are added correctly for 1099 Vendor items"? 

C_Lawrence
Level 1

Is there a report to run in Quickbooks Accountant Desktop 2021 to show new vendors added?

Our billing department enters Vendors and does not necessarily understand the nuances of the W-9 so they are not correctly setting up the tax settings  when creating a Vendor. I am looking for a report to run once a month to go back and review any "newly created vendors" tax settings.

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