Workflow · Finance close · Opening soon

1099 vendor payments report

Get a 1099 report from your QuickBooks exports. See each vendor, this year’s total paid, and a status for 1099 review.

Someone typed

“show quickbooks vendors with this year’s total paid from quickbooks expenses, and a Status that says "Agrees" when they’re under $600 or have a tax id, else say missing tax id or not a 1099 vendor”

The agent read it as

show QuickBooks Vendors with this year’s total paid from QuickBooks Expenses, and a Status that says "Agrees" when they’re under $600 or have a tax id, else say missing tax id or not a 1099 vendor

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

QuickBooks Vendors

CSV export · 12 rows

File

QuickBooks Expenses

CSV export · 24 rows

Step

Prepare vendor key

Step 1

Step

Sum this year's expenses

Step 2

Join

Bring in totals

12 of 12 paired

Step

Set status

Step 4

Result

QuickBooks vendor totals

12 rows · 3 flagged

Schedule

Runs when you say

Proposed

File
QuickBooks Vendors
CSV export · 12 rows
File
QuickBooks Expenses
CSV export · 24 rows
Step
Prepare vendor key
Step 1
Step
Sum this year's expenses
Step 2
Join
Bring in totals
12 of 12 paired
Step
Set status
Step 4
Result
QuickBooks vendor totals
12 rows · 3 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 12 rows came out, and the join paired 12 of 12 rows.

Download QuickBooks Vendors sample (12 rows)QuickBooks: Expenses > Vendors > Export list
Download QuickBooks Expenses sample (24 rows)QuickBooks: Expenses > All expenses > Export

What you get back

The result of that run, the rows to look at first.

QuickBooks vendor totalsSample data12 rows

9 agrees3 missing tax ID

Vendor name	Company	Tax ID	Total paid	Status
Benito Alvarez	Alvarez IT Support	·	600	Missing tax ID
Felix Okafor	Okafor Audio	·	605	Missing tax ID
Hector Silva	Silva Field Services	·	805	Missing tax ID
Ava Mercer	Mercer Bookkeeping LLC	45-6789123	1,000	Agrees
Clara Nguyen	Nguyen Design Studio	12-3456789	1,350	Agrees
Darnell Brooks	Brooks Delivery Co	·	295	Agrees
Elena Patel	Patel Marketing Partners	98-7654321	1,135	Agrees
Greta Holm	Holm Copywriting	23-4567890	455	Agrees
Iris Chen	Chen Legal Consulting	34-5678901	1,415	Agrees
Jonah Reed	Reed Photography	·	390	Agrees
Kara Johnson	Johnson Admin Support	56-7890123	335	Agrees
Luis Romero	Romero Web Maintenance	67-8901234	900	Agrees

12 rows in the result. Sample data: illustrative figures, not business results.

How do you build a 1099 report?

Export your vendors and expenses from QuickBooks, then use the vendor key to match them. Sum this year’s expenses for each contractor, bring in the totals, and set a status based on the rules you choose.

How it works

How to use the QuickBooks vendor totals workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

QuickBooks vendor totals: questions

What QuickBooks export should you use?

Use a vendors export and an expenses export from QuickBooks. The vendors file gives you the contractor list, and the expenses file gives you the payments for this year.

What happens to rows that do not match?

Rows that do not match still stay in the result. They get a status that shows they are missing tax ID or are not a 1099 vendor, depending on the rule set you use.

How do you change the rules?

Edit the rule words in the workflow, such as the payment threshold and the tax ID condition. Then rerun the same exported files to update the status.