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D
Deadwood Al
January 11, 2024
Question

Vendor annual purchases

  • January 11, 2024
  • 1 reply
  • 0 views

QBDT Pro+ 2023

I need to quickly find a way to print a list of vendors that shows the total purchase amount for the prior year (or any period of time) that includes the vendor name, the tax ID if present, the 1099 flag setting (for those checked as 1099) and the annual purchase total. All the reports I've seen describe the "Vendor Balance" in various formats, but nothing seems to show how much was spent with each vendor during the year (or a period of time). If someone has a report format that would show this info, please let me know how to generate this. Thanks in advance for your help.

1 reply

D
Deadwood AlAuthor
January 11, 2024

Add-on question:  I am unable to find a filter or a column display option for a vendor report that would show whether or not a vendor was flagged for 1099 reporting. Am I just missing something, or did QB / Intuit not think anyone would want to show that setting on a report?

R
ReymondO
January 11, 2024

Thanks for sharing your concern on the QuickBooks Community page, Deadwood.

 

I'm here to provide you with the reports that display the vendor name, their tax ID (if available), whether they are flagged for 1099 reporting, and the annual purchase total.

 

Currently, there is no specific vendor report that includes all of these details. However, we can generate two separate reports, the Vendor Contact List and Expenses by Vendor Summary, to obtain this information.

 

To get the vendor name, tax ID, and who is eligible for 1099s, we can run a customized Vendor Contact List report. Let me show you how:
 

  1. Go to the Reports menu and select Vendors and Payables.
  2. Click Vendor Contact List.
  3. Select Customize Report, then go to the Display section.
  4. Check the Eligible for 1099 and Tax ID.
  5. Click OK.

 

To show the vendor's annual total purchase, let's run the  Expenses by Vendor Summary report. Simply follow these steps:

 

  1. Click the Reports menu, then Company & Financial.
  2. Select the Expenses by Vendor Summary report.
  3. Filter the Dates of the report

 

Once completed, you can export the data from these reports to Excel and consolidate the data for review.

 

Let me also share this resource to help customize reports to get the info that you need in QuickBooks: Customize reports in QuickBooks Desktop.

 

Please feel free to add your details to this thread if you have any further questions about running vendor-related reports in the program. I'm here to assist you.

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