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Krusso1229
August 7, 2024
Solved

How do I get a report of 1099 vendors that includes their social security or EIN #, their address, and the total amount they should be 1099ed?

  • August 7, 2024
  • 1 reply
  • 0 views
I am using another software to file 1099s and will require this information for it, but do not see a way to pull this information from QBO.
Best answer by Sherrie_F

I've tried shutting my laptop completely down and restarting. I've also tried it in an incognito window, but the tax ID number is still scrambled inside QBO.  Any other ideas by chance?  Thanks!


Your update about this matter is much appreciated, Krusso. To ensure that your concerns are addressed in the most timely and efficient manner, I'll route you to our specialized QuickBooks support team. 

 

Here's how:

 

  1. Log in to your QuickBooks Online (QBO) company.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a summary of your concern, then click Continue.
  5. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

 

For future reference, I'd recommend this resource you can browse just in case you want to personalize the appearance and layout of your forms for an effective way to enhance your business' communications in QBO: Customize invoices, estimates, and sales receipts.

 

Your questions and concerns are important to me, so please don't hesitate to let me know in the comments below. I'm eager to provide the support you need to streamline your exporting process and ensure everything runs smoothly.

1 reply

S
SashaMC
August 7, 2024

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:

 

  1. Go to the Reports Tab.
  2. Type Vendor List and select it.
  3. Select Customerize.
  4. Make adjustments to the Column section and add what is needed. See the example below.
  5. 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. 

K
Krusso1229Author
October 23, 2024

When I try to export the Vendors to include their tax ID number into Excel, QBO encrypts the tax ID number.    How do I get Quickbooks online to stop doing that?  I need the tax ID numbers to file the1099s. Thanks for your help.

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