Wednesday, July 10, 2019

Saved Search to Pull Up Transactions under Excluded Payments Column of Form 1099-MISC


1. Navigate to Lists > Search > Saved Searches > New.

2. Click Transactions.

3. Under Criteria tab > Standard sub tab, add the following filters:


a. Account Type = None of Bank, Accounts Receivable, Accounts Payable

b. Vendor Fields... > Select 1099 Eligible = True (Yes)

Type = Any of Check, Bill

c. Account fields... > Select 1099-MISC Category = None of *Select all boxes.*

d. Date = Set the Fiscal Year (i.e. 1/1/13 to 12/31/13)

4.  Under the Results tab > Columns sub tab, add the following:


a. Type | Summary Type = Group

b. Number

c. Name

d. Amount | Summary Type = Sum

e. Select Account fields... > Select 1099-MISC Category


5. Under Results tab, mark the Show Totals checkbox.

6. Set a Search Title.

7. Hit Save or Preview.

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