other name list

I dont have the answer to this, but have the exact same situation.  Hoping by commenting I will be notified when other answers appear.

Thanks,

Thanks for visiting the Community, @lyndaj. I understand you want to print a list of people who are receiving 1099's. 

We can pull up a 1099 report, and ensure that the Vendor eligible for 1099 box is unchecked. This way, it will show all of the vendors or other name even if they did not reach the IRS threshold. Here's how:

1. From the Vendors menu, choose Vendor Center.
2. On the Vendor Center window, double-click the vendor name.
3. On the left pane, select the Tax Settings tab. 
4. Make sure the Vendor eligible for 1099 box is blank. 
5. Click OK. 

Then, start viewing the report by going to the Vendors menu, then select Print/E-file 1099s. Select 1099 Detail Report.

From there, you can go to the Print drop-down, and then choose Report. Select the print setting you want. Click Print, and then follow the on-screen prompts to continue.

For more details about 1099, I recommend checking these articles: 

• How to create 1099 summary or detail reports
• QuickBooks 1099 Wizard
• Create and file 1099s with QuickBooks Desktop

Comment down below if you have any other questions about the 1099 Detail report. I'll be happy to help you out.

This report only applies to "Vendor".  I need to see those not selected as "Vendor"; but in the "Other Names List" with payments

Hello @slwhagenhoff1! Thanks for coming to the Community with your question and solution! I'm happy you figure out what you needed and that others with the same issue can try your steps as well.

If for any reason you need any additional help or have another question, please feel free to reply to this post. All of us here in the Community are eager to help!

By changing the other name to a vendor type, will those changes be saved in an accountant's copy, and then transfer back to the client in a file transfer?  I don't want to have to do the work twice - once on our end, and then again on the client's end.

Thank you!

Thanks for following this thread, Pam2467.

Yes, the changes saved from the accountant’s copy are saved. Also, they’re carried over the client file transfer.

Here's how to update the name type:

1. In your company file, tap the Lists menu to choose the Other Names List.
2. From the list, right-click beside the name you wish to change and select Edit Other Name.
3. Then, click the Change Type button to open the Select Name Type screen.
4. Tick the radio-button for Vendor and hit OK.
5. Press the OK to confirm the changes.
6. Perform the same process for the other names you’re trying to update.

Then, save your changes and corrections. Next, import the file (.QBY) so your client can apply the changes to the company file.

For more information about updating name types in QBDT, see the following guide: Change vendor, customer, or employee name type. 

Let me share this article for an overview of the accountant’s workflow. It provides information of the process that you can and unable to accomplish using the accountant’s copy: QuickBooks Accountant's Copy.

Stay in touch if you have any clarifications or other concerns. I’ll be around to answer them for you. Enjoy the rest of the day.

We do accrual accounting. I need to enter the bill in prior year and then pay. The payment is for reimbursement so not vendor/no 1099.

 Let me help you reimburse your vendor, @Jay Jay7.

There are numerous ways to reimburse a bill, depending on the situation. Happy to share detailed information for you to guide you accordingly. 

You will need to record a deposit if a vendor sends you a refund check for a paid bill. Let me demonstrate:

1. Go to the Banking menu and select Make Deposits.
2. Press OK if the Payments to Deposit window appears.
3. Choose the vendor name in the Received from the drop-down. 
4. Pick appropriate Accounts Payable in the From Account field. 
5. Enter the Amount, then hit Save & Close. 

After that, record a Bill Credit for the refunded amount:

1. Go to the Vendors and choose Enter Bills. 
2. Select the Credit radio button to account for the return of goods.
3. Pick a vendor name and appropriate expense account in the fields. 
4. Enter the Amount, then click Save and Close. 

Once done, let's link the deposit to the Bill Credit. Go as follows: 

1. Go back to the Vendors menu, then choose Pay Bills. 
2. Check the Deposit that matches the Vendor check amount.
3. Click Set Credits and apply the Bill Credit you created earlier.
4. Hit Done.
5. Pick Pay Selected Bills and hit Done. 

Check out this link to learn about the different ways to record vendor reimbursement: Record a vendor refund in QuickBooks Desktop.

On top of that, I recommend consulting with an accountant. They can provide additional guidance and may have another option to meet your company's needs.

Let me add the reference about Accounts Payable workflows in QuickBooks Desktop to better guide you.

If you have other questions, please feel free to keep in touch. We'll respond as soon as we can.