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usersuzanne-keers
March 22, 2021
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Is there a report that I can provide a contractor paid with direct deposit that is like a payroll stub or a check stub?

  • March 22, 2021
  • 1 reply
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Best answer by JoesemM

@MichelleBhThanks for your response.  The Bill Payment list report sounds like a good possibility, but when I run the report, nothing appears.  This is true whether I do the customizations you suggested or run it with no changes.  Does this report require use of the accounts payable function?  We are a small cash based non-profit and do not use accounts payable.  (Also - we use the non-profit version.)


Thanks for getting back to us, @usersuzanne-keers. I appreciate you for following the steps shared by my colleague.

 

Since you use a non-profit version, you can run the Transaction List by Vendor, just make sure you're paying contractors from the right expense account. If your amounts are off, you may want to review the contractor payment transactions and accounts associated with them.

 

  1. Select Reports then type Transaction List in the search bar, select Transaction List by Vendor.
  2. Select Customize.
  3. Set the Report period to Last Year (or Last Calendar Year).
  4. Go to the Rows/Columns section. Select the Change columns link then put a checkmark on the Split box.
  5. Go to the Filter section.
  6. Check the Vendor box and from the drop-down, choose 1099 vendors who are in question.
  7. Select Run report.
  8. Look under the Splits column for what accounts the vendor's transactions were tied to. If you see the word "SPLIT," select the transaction to see details on what accounts were affected. If this is a Bill Payment, access the Bill to see what expense accounts were affected.

 

Also, you can pull up the Vendor Contact List to see which vendors are set to track 1099s and change their status in case you need to. Let me show you how:

 

  1. Select Reports then search for Vendor Contact List and open the report.
  2. Select Customize.
  3. In the Rows/Columns section, select Change columns.
  4. Select the Track 1099 checkbox.
  5. Select Run Report.
  6. Select Sort and under Sort by choose Track 1099, to sort your contractors.

 

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

 

 Also, you can bookmark the articles that my colleague shared above. It contains a step-by-step process on how to manage direct deposit for your contractors.

 

Additionally, I recommend visiting this website: Resource Hub. It provides you articles about managing your QBO account, income, expenses, banking, inventory, taxes, and running reports. Just click + More topics under Topics to expand the sections. 

 

I'm still here if you have further questions about running reports or any QBO related. Just post the details below and I'll reply as quickly as I can.

 

1 reply

J
JonpriL
March 22, 2021

Hello @usersuzanne-keers,

 

You can print your contractor's direct deposit payment from the list of the paychecks that has been created. Let me show you how.

  1. Go to Payroll.
  2. Select Employees.
  3. Under Run payroll, select Paycheck list.
  4. Customize the date base on the checks you've created.
  5. Select the payment in question.
  6. Click Print.

In the same manner, here's an article you can read to learn more about how you can print employee checks: Print paychecks in QuickBooks Online Payroll and Intuit Online Payroll.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Online Payroll.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

U
usersuzanne-keersAuthor
March 22, 2021

Thanks for your reply, but I am looking for a report for a 1099 contractor - not employee.  We pay our contractors through direct deposit (and pay an extra fee to do so) and it would make sense that there is a way to send them a "direct deposit advice" type of document.

 

    MichelleBh
    MichelleBh
    March 22, 2021

    Thank you for the quick response and for clarifying your concern, @usersuzanne-keers.

     

    I'm here to ensure you're able to get the contractor report. This way, you can have the direct deposit documents to send to your contractor. 

     

    Let's pull up Bill Payment List Report, then customize it to a specific contractor's name. After that, you can either Email, Print, or Export the report. 

     

    Here's how: 

     

    1. Go to the Reports tab on the left pane. 
    2. Type the said report in the search box. 
    3. Click the Customize button on the right side. 
    4. Choose the appropriate Report period in the drop-down. 
    5. In the Rows/Columns, select Vendor. 
    6. Click Filter, then customize it.
    7. Tap Run report. 

     

    For more details about customizing, check out this page: Run reports in QuickBooks Online. 

     

    You also have an option to click the Save customization button to memorize the report. This will help you save time since it automatically updates every time there are newly added transactions. 

     

     

    For the complete steps visit this article: Memorize reports.

     

    I've also added some articles that might help you with changing direct deposit information, increase the limit increase, and other relevant topics. 

     

     

    If you have any other questions about your contractor, just let me know. I'm glad to assist you further. Take care always. 

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