Account management
Hello Krusso1229,
Thank you for reaching out to the QuickBooks Community! In order to achieve this you would need to run and customerize the Vendor List and the 1099 Contractor Balance or Detail report and merge these reports in Excel. Here is how to run the Vendor List Report and add that customization:
- Go to the Reports Tab.
- Type Vendor List and select it.
- Select Customerize.
- Make adjustments to the Column section and add what is needed. See the example below.
- From there, Run the report and export it to Excel.
For the balance information, use the 1099 Contractor Detai to Balancel report, and follow the steps above. Once both reports are in excel, make further adjustment and you should have it!
If you have additional questions, don't hesitate to let us know! We are here to help. See you soon.
