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I need to print a YTD payments report for all 1099-identified vendors. How can I do this in QBO?
Solved! Go to Solution.
Hello there lindab2810,
If these vendor payments were from last year, you can follow these steps on generating the year-to-date report:
If this is for the current year’s vendor payment, there isn’t a way to generate a report to show the payments made to your 1099 vendors. However, you can customize the Transaction List by Vendor report.
Here’s how:
Don’t hesitate to get back to me if you have further questions about customizing the report.
Hello there lindab2810,
If these vendor payments were from last year, you can follow these steps on generating the year-to-date report:
If this is for the current year’s vendor payment, there isn’t a way to generate a report to show the payments made to your 1099 vendors. However, you can customize the Transaction List by Vendor report.
Here’s how:
Don’t hesitate to get back to me if you have further questions about customizing the report.
I agree, this really needs to be fixed. It's a routine accounting task..
We need a report of 1099 vendors, (any vendors with the 1099 box checked off), amounts paid to date (including checks, expenses and bill pay), limited to 1099 accounts or all accounts, and total for each vendor.
Plus, total of that report.
Referring to earlier post, I don't see the "print" option any longer under 1099's at all. Is it still there, and I'm missing it?
I'm going to try and create a report that works, or if anyone else does it first, please do tell.
Thanks for sharing your work around. Have any suggestions for extracting out reimbursements that should not go on their 1099? Desktop had a way to remove payments that were not taxable income. I am regretting moving from Desktop to Online. I whole heartedly agree with you on your report suggestions!
This is helpful - however I would note that this method also includes expense reimbursements in the totals, which should not be included in the 1099s, so it is still not what I need!
The problem with this report is that it is on an accrual basis, not cash, which is what I need to file 1099s. So close! And yet so far...
Hi there everyone.
Thank you for taking the time to join this thread. I'm here to help you prepare your 1099s in QuickBooks Online (QBO).
If you wish to exclude the expense reimbursements in the totals for 1099s, you have the option to remove it so it will not show on the 1099 report. I'd be glad to walk you through the whole steps:
On the other hand, you can customize the 1099 Transaction Detail Report to Accrual basis instead of Cash basis.
Here's how:
I'm still here if you have other questions while working with 1099s in QuickBooks Online. Feel free to keep in touch.
How can you select all the accounts to be included in the 1099s? Do you have to do them one by one? Will the information on the 1099 Detail Report only show up if you go through the Prepare 1099 process?
Hey there, @kelleherk.
I have some insight to provide you regarding your 1099 forms. While the accounts do need to be selected one by one, the good news is, QuickBooks will remember your selections for as long as you're filing these forms in QBO. Try the steps below to accomplish this:
Mapping accounts for the 1099-MISC
This information is also available from our guide on assigning accounts to the 1099 as well the video tutorial here:
As you suggested, doing this populates these account's information onto the 1099 Transaction Detail report. This way you can stay informed about the amounts you're filing. Please keep in touch with me here should you have any additional questions or concerns, I'm always up to talk QuickBooks. Thanks for coming to the Community and have a great day.
Working with a client again to help her get all the tax ID #'s and addresses for 1099 clients. The client may have these, but identifying what data QB needs. I have a couple of ideas.
1. For reimbursements vs real payments, consider making 2 vendors, one for Jones - Repair Service and one for Jones - Reimbursement. That's how I do it, because I find it's much clearer, and one can have an many vendors as one wants. It would also help you with 1099's, since the reimburse vendor would not be checked off for 1099's.
2. The 1099 report is buggy as all get out. First of all even though it says "ALL" boxes, it does not include the rent or attorney vendors. Second, it does not include addresses. That's what is needed (and what that astute Excel user was getting for herself). Third, when I try to remove columns I don't want the entire report goes blank. Any one else getting this bug?
3. Another work around. I actually printed a screen shot of the 1099 screen that clearly showed a few vendor missing address or account #'s, and am sending that to the client. It's pretty easy for a programmer to fix a report, so let's all send in feedback and hope they do it asap.
Still checking this thread for other work arounds and good news.
I keep seeing this "Group By" - running Pro2018 and do not have that option - unless I am missing it...???
Thanks for bringing your question to the Community, Plinkr.
I'm here to provide some additional clarification on your question regarding the Group By option.
The reason you can't see this option is that it is for QuickBooks Online. Rest assured, I'll show you the counterpart for QuickBooks Desktop and how to pull up this report:
There you go. With these steps, you should be able to pull up a report in QuickBooks Desktop similar to what they're using in QuickBooks Online. You can also check out our guide on how to customize vendor reports for additional information.
Please keep me posted here on your progress with this, I want to make sure you're taken care. Thanks for reaching out, wishing you all the best.
....never noticed the "QBO', my bad! :-/ I did find my solution though to produce a report for VENDOR "BILL payments" only. Just didn't have the time to try and figure out how to segregate the 1099 payments from the regular vendors. Doing it the way it was done served a purpose though, to ensure all of the Vendors are entered into QB correctly. THANKS SO MUCH! :) Enjoy your weekend!
Hello Plinkr.
I appreciate your quick response and for getting back to us about the Transaction Detail by Account report in QuickBooks Desktop.
On behalf of my colleague @AldrinS, I'd like to say that we're happy you found the response helpful. In fact, he's actually behind me right now.
Please know we're always available here to help you succeed with QuickBooks. Just post a response and the Community will be sure to get back to you.
Thanks for coming, wishing you a safe and productive week ahead.
Hi Charles, thanks for the response. I am trying to make sense of the Cash version of the 1099 Transaction Detail Report. There are still Bills listed on this report............are we to assume that these are only the Bills that have been paid during the year? I think it would be clearer if this report only included bill payments and checks to 1099 vendors if it is cash basis.
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