Ledger by Vendor Report

The Ledger by Vendor report is a great report to use to see a list of vendors that are marked to receive a 1099-NEC form.

1. To pull this report, go to Reports → Ledger Reports → Activity → Ledger by Vendor.

   

2. Under Search, base the data range on Transaction Date and search on All Accounts.

   

3. Click Report from the left sidebar. Recommended customization under Report includes:

   1. Report Type = Detail

   2. Sort by = Transaction Date

   3. 1099 Option = check mark in 1099 Items Only

   4. Vendors = All
      
      This will display a list of Vendors that are marked to receive a 1099 - NEC, and payments that are marked to be included on the 1099.

      

4. Click Refresh to see a preview of your report and then Print the report as you wish.