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info-halemanumus
October 27, 2021
Question

How can my contractors see what they are being paid for? After a payment transaction, only I can see the dates they are paid for in the "description" tab.

  • October 27, 2021
  • 2 replies
  • 0 views
How can they see what dates/services they are being paid for?

2 replies

Rubielyn_J
Rubielyn_J
October 27, 2021

Let me provide some details to help you and your contractors see what dates/services they are being paid for, @info-halemanumus.

 

When writing a check to your contractors, ensure to enter the date and service in the Description tab. This way, it will show when you open the payment details.

 

Here's how:

 

  1. Go to the Payroll menu on the left panel.
  2. Select Contractors. 
  3. Choose the name of the contractors and click Write Check.
  4. Under Description, enter the name of the service.
  5. Once done, click Save or Save and print. You can also use this copy to send it to your contractors.



 

I'm also adding this link to help you prepare and file your Federal 1099s with QuickBooks Online. This will help organize your contractors and payments so that your filings are correct.

 

Keep me posted if you have other questions about managing your contractors in QuickBooks. I'll be happy to help you. Have a good one!

C
CWNiki
November 13, 2024

Is there a report that shows all of the payments with the dates paid and descriptions?

MariaSoledadG
MariaSoledadG
November 13, 2024

Yes, QuickBooks Online (QBO) offers various contractor or vendor reports that can effectively display payment dates and descriptions. Allow me to walk you through the process of achieving this, CWNiki.

 

You can run the Transactions List by Vendor report to get the data you need. To do so, follow the steps below:
 

  1. Go to the Reports menu.
  2. On the search bar, type in Transaction List by Vendor.

     

To ensure that the Description column displays the details correctly, please make sure to enter the relevant information in the Memo field. I've added this screenshot for your reference:

 

On the other hand, if you're referring to the 1099 report, see the attached screenshot below which will also show the same information:

 

Additionally, you can also learn how to filter specific accounts or data to ensure you receive the most accurate information. I've added this article for more information: Customize Reports in QuickBooks Online. 

 

You can always get back to us if you have any other concerns about running reports in QuickBooks. We'll always be right here to help.

Rubielyn_J
Rubielyn_J
October 30, 2021

Hi, @info-halemanumus.

 

Hope you’re doing great. I wanted to see how everything is going about the contractor's payment concern/issue you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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