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IntegrityLandscapeLLC
July 5, 2021
Question

Where do i find the payments report to sub contractors for an audit

  • July 5, 2021
  • 1 reply
  • 0 views
For my insurance audit I need a report showing payment totals to each sub contractor for a period of time. My old payroll with intuit had this option, but do not see it in this updated one.

1 reply

LieraMarie_A
LieraMarie_A
July 5, 2021

QuickBooks will have your back for any future audits that might occur, @IntegrityLandscapeLLC.

 

You can utilize the Expenses by Vendor Summary report to show the total payments to each subcontractor for a specific period.

 

Here's how:

  1. Go to Reports on the left panel.
  2. On the field box, enter Expenses by Vendor Summary.
  3. Click the Customize button.
  4. Select the date range that you want the report to show.
  5. Go to the Filter section.
  6. From the Vendor dropdown list, select the names of your subcontractors.
  7. Click Run Report.

 

You can also pull up the Vendor Contact List to see which vendors are set to track 1099s.

  1. Go to Reports.
  2. Search for Vendor Contact List and open the report.
  3. Select Customize.
  4. In the Rows/Columns section, select Change columns.
  5. Select the Track 1099 checkbox.
  6. Click Run Report.
  7. Click the Sort button.
  8. Select the Sort by drop-down and choose Track 1099.

 

For more details, you can check out this article: Fix missing contractors or wrong amounts on 1099s.

 

I'll be right here should you need further assistance in getting your desired reports. Have a good one.

G
Ggreene
July 6, 2021

There is no “Expenses by Vendor” option. 

R
Rea_M
July 6, 2021

Thanks for joining the thread, @Ggreene. I've got some helpful details about the Expenses by Vendor report in QuickBooks Online (QBO).

 

The Expenses by Vendor Summary report is available for certain subscription levels (Essentials and Plus). You're maybe currently subscribed to the Simple Start plan that's why the report isn't an option for you. You can refer to this article to know more about this: Reports included in your QuickBooks Online subscription.

 

To get the information you need, you can either opt to upgrade your plan or pull up the report that's included on your subscription (Transaction List by Vendor) as an alternative.

 

If you choose to upgrade, you can visit the Billing & Subscription menu on the Account and Settings page. Then, select the Upgrade your plan option. After that, go back to the Reports menu to pull up the Expenses by Vendor Summary report.

 

 

If you want to utilize the Transaction List by Vendor report, here's how to pull it up:

  1. Go to the Reports menu.
  2. Type in Transactions in the search box, and select Transaction List by Vendor.
  3. Select the Customize button to filter the info that matters the most (Report period, Account, Vendor).
  4. Click Run Report.

 

To learn more on how to get the most of your transaction and financial reports in QBO, you can refer to this article: Customize reports in QuickBooks Online.

 

Also, you're able to export your reports in QBO. This way, you can easily download the data and save it for future use. I encourage you to check out this article for the step-by-step guide: Export reports, lists, and other data from QuickBooks Online.

 

Keep me posted on how it goes. Let me know in the comments if you have other reporting concerns. I'm just around to help. Take care always.

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