Quickbooks 1099 Template

1099s are no fun, but they don't have to be time consuming. Take the data you've already got in Quickbooks and filter it to make filing a snap.

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Amalgam Staff

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1099s are no fun, but they don’t have to be time consuming. Take the data you’ve already got in Quickbooks and filter it to make filing a snap.

This report starts by pulling a simple GL report into Excel or Google Sheets. It then walks you through a series of filters to exclude transactions that aren’t relevant for 1099s. You can filter by transaction type, by account, and by split account.

Once finished, you’ll have a list of each vendor, ranked in order of amount paid. You just need to exclude the C-corps and other non-1099 vendors and you’re ready to file.

You can use our Vendor Resource to make updates to these vendors in QBO, or to grab info on these vendors (Address, etc.) to make filing even easier.

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