You can produce a list of payment transactions in a given date range to assemble 1099 issuance list



To Access Report:


Go to Reports > Accounting > 1099 Payee Ledger


Report Details:


Payee Name: Check the box to show all payees. To show a specific payee, uncheck "all payees" box and type in the payee name.


Banks: Choose the bank/s you want to view the ledger for.


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year


Show: Choose summary or details


Options: Choose only payees with total > = 600 and/or exclude 1099 ineligible payees



To preview the report, click view.


When ready, click download.