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dwealand
Level 2

Transaction detail report

How do I print a 1099 Transaction Detail Report for 2022 that excludes bills and expenses still on the books (unpaid) at the end of the year?

Solved
Best answer April 12, 2023

Best Answers
JoesemM
Moderator

Transaction detail report

Hello there, @dwealand. I'll be glad to help you print the 1099 Transaction Detail Report for 2022, which excludes bills and expenses that are still unpaid for the end of the year.

 

The 1099 Transaction Detail Report will show all the transaction types you've created in QuickBooks. That said, excluding the bills and expenses when printing and running the report is unavailable.

 

While this option is unavailable, you can export the report to Microsoft Excel from QuickBooks Online as a workaround. From there, you can modify to remove the bills and expenses that are shown unpaid in your books.

 

  1. Go to Business Overview and select Reports.
  2. Search for and select the report you want to export.
  3. Select the Export icon at the top, then click Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or desktop.

 

For more details, see this article: Export your reports to Excel from QuickBooks Online.

 

Also, I'd suggest sending feedback to our product engineers. It allows them to review your suggestions and possibly include them in future updates. To send feedback, you can open this link: How do I submit feedback? You can track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, I'll be sharing these resources that will help you create your 1099s and customize your reports in QuickBooks:

 

 

Please let me know if you have any additional questions. I'm always here to answer them. Take care, and enjoy the rest of the day.

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4 Comments 4
JoesemM
Moderator

Transaction detail report

Hello there, @dwealand. I'll be glad to help you print the 1099 Transaction Detail Report for 2022, which excludes bills and expenses that are still unpaid for the end of the year.

 

The 1099 Transaction Detail Report will show all the transaction types you've created in QuickBooks. That said, excluding the bills and expenses when printing and running the report is unavailable.

 

While this option is unavailable, you can export the report to Microsoft Excel from QuickBooks Online as a workaround. From there, you can modify to remove the bills and expenses that are shown unpaid in your books.

 

  1. Go to Business Overview and select Reports.
  2. Search for and select the report you want to export.
  3. Select the Export icon at the top, then click Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or desktop.

 

For more details, see this article: Export your reports to Excel from QuickBooks Online.

 

Also, I'd suggest sending feedback to our product engineers. It allows them to review your suggestions and possibly include them in future updates. To send feedback, you can open this link: How do I submit feedback? You can track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, I'll be sharing these resources that will help you create your 1099s and customize your reports in QuickBooks:

 

 

Please let me know if you have any additional questions. I'm always here to answer them. Take care, and enjoy the rest of the day.

dwealand
Level 2

Transaction detail report

I appreciate the answer.  It was as I expected - the report shows all the bills and expenses entered in the year.  I'm guessing there isn't a report that lists any bills and expenses that are dated 2022 and remain unpaid at year end - does such a bill exist?

dwealand
Level 2

Transaction detail report

I appreciate the answer.  It was as I expected - the report shows all the bills and expenses entered in the year.  I'm guessing there isn't a report that lists any bills and expenses that are dated 2022 and remain unpaid at year end - does such a bill exist?

SirielJeaB
Moderator

Transaction detail report

Hi, @dwealand. I appreciate you getting back to us and adding another inquiry about running the 1099 Transaction Detail report. It's a great delight to provide you with details about this matter.

 

It would be wonderful to use QuickBooks Online (QBO) without encountering challenges when performing any activities. To show unpaid bills and expenses is still unavailable when running the Transaction Detail report in QBO. 

 

You may, however, run the Transaction Detail by Account report to display your unpaid bills and expenses for the year 2022. You just need to customize it to modify its data based on your needs. I'll show you how:

 

  1. Select the Reports menu, then click Reports
  2. Type in the Transaction Detail by Account in the search bar then select.
  3. Click the Customize option, then choose the Report period.
  4. Hit the Filter dropdown.
  5. Select contractors in the Name field, then navigate the transaction type.
  6. Click Run report.

 

I've also included the following article if you want to save your report's customization settings: Memorize reports in QuickBooks Online.

 

Don't hesitate to reach out to us if you have further questions about managing reports in QuickBooks Online. I'm always looking forward to helping you. Keep safe!

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