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shan808
January 8, 2024
Solved

Vendor Report

  • January 8, 2024
  • 1 reply
  • 6 views

Hi,  Is there a report where I can see all new vendors that were added for the year?  I'm currently using Quickbooks Desktop Pro Plus.  Thanks!

Best answer by AlverMarkT

Thanks for getting back to us and for providing further details, @shan808. I can suggest a report that is closer to your specifications.

 

To help recognize which of your new vendors should be marked for 1099, I recommend using the "Expenses by Vendor Summary" report. This report will provide a comprehensive list of your vendors along with total amounts paid to them within a specified timeframe. Let me show you how.

 

  1. Navigate to the Reports menu.
  2. Select Reports Center.
  3. In the search field, type "Expenses by Vendor Summary" and select the report.
  4. Customize the date range of the From and To boxes to indicate the previous year or the time when you stopped tracking new vendors eligible for 1099.

 

Let me add this article should you need further reference in customizing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

If you require more assistance or have additional questions about which report to run to help identify which vendors are eligible for 1099, feel free to ask. We'll do our best to assist. 

1 reply

I
IrizA
Level 2
January 8, 2024

Hey there, shan808. Welcome to the Community.

 

Seeing all your new vendors within a specific report using QuickBooks Desktop (QBDT) is unavailable. However, let me share some workaround. 

 

It's best to pull up a Transaction List by Vendor report that is set to All Dates, and other important customization so that you'll be able to see the name of your Vendors, and the Date, including their transactions.

 

 Here's how: 

 

  1. Go to the Reports menu and choose Vendors & Payables. 
  2. Select the Transaction List by Vendor. 
  3. Click the Customize report. 
  4. Within the Display tab, the Dates should be set by All.
  5. Click the Columns field, search for Name, and tick it. 
  6. Click the Sort by dropdown and set it to Date. 
  7. Ensure that the Sort In field ticks the Descending Order. 
  8. Press OK.

 

You may also want to learn more about Customize reports for you to edit some details you may want to see in your data: Customize reports in QBDT. 

 

In addition, you may refer to this material to dig deeper into certain reports in QBDT: Understand reports. 

 

Click the reply button if you have further information or concerns related to QuickBooks. We're always here to help you. 

S
shan808Author
January 10, 2024

Hi, thank you for the reply!  It's not quite the workaround I was looking for..  maybe if I explain my situation, you can suggest a better solution?  Throughout the year, I don't always input the tax ID or click the "vendor eligible for 1099" box for new vendors.  Because of this, at the end of the year, I find myself having to go through the vendor list individually to check who was paid in 2023 and by how much.  (It's a massive list!)  If there's a way to see which vendors were paid in 2023 and by how much without information overload, that would be great!  It's a lesson learned for sure - make sure to click that "vendor eligible for 1099" box no matter what!  Thanks!

AlverMarkT
AlverMarkTModeratorAnswer
Moderator
January 10, 2024

Thanks for getting back to us and for providing further details, @shan808. I can suggest a report that is closer to your specifications.

 

To help recognize which of your new vendors should be marked for 1099, I recommend using the "Expenses by Vendor Summary" report. This report will provide a comprehensive list of your vendors along with total amounts paid to them within a specified timeframe. Let me show you how.

 

  1. Navigate to the Reports menu.
  2. Select Reports Center.
  3. In the search field, type "Expenses by Vendor Summary" and select the report.
  4. Customize the date range of the From and To boxes to indicate the previous year or the time when you stopped tracking new vendors eligible for 1099.

 

Let me add this article should you need further reference in customizing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

If you require more assistance or have additional questions about which report to run to help identify which vendors are eligible for 1099, feel free to ask. We'll do our best to assist. 

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