Customize a Report or Saved Search to Show 1099-MISC Amounts

In order for an amount to show up in the appropriate box on the 1099-Misc form, the transaction must be cash basis and it must be tied to an expense account for that category. To customize a report to show 1099 amounts, follow the steps below:

To customize a Purchase by Vendor Report, navigate to:
1. Reports > Purchases > Purchase by Vendor > Customize detail
2. On the Edit Columns, click the Purchases Folder > Account (Line) Folder > Name (GL-style)
3. Navigate to Filters > Vendor Folder > click 1099 eligible > Filter is equal to True > click Done
4. Navigate to More Options > mark the checkbox next to Cash Basis
5. Click Preview or Save button

Note: To view the 1099 MISC transactions of last year that is paid within the 1099 reporting year, add another column for Date Closed and try to move the date range to include prior year's transactions.

To customize a Transaction search, please navigate to:
1. Lists > Search > Saved Searches > New > Transaction
2. Navigate to Criteria Tab > Standard subtab > Filter > select
Vendor Fields = 1099 Eligible is yes
Type = any of Bill Payment, Check
Date Closed = is within 1/1/20xx and 12/31/20xx (xx = calendar year)
Main Line = is true
Status = is none of Bill Payment:Voided, Check:Voided

3. Navigate to Results Tab > Columns subtab > Add the fields you would want to see as a column in the search. Note that the Account name is already set as a default on the results tab (see Account)
4. To sum or group the column fields, you may select change the Summary Type column (e.g. Sum of Amount = select Amount under Columns subtab > Field column and select Sum on the Summary Type column)
5. Click Preview or Save button