Note: Two separate files are needed

  • One with the vendor information
  • One with the expenses


Creating the Vendor Contact List 

 

Step 1 – On Home screen, click “Reports”

  • Choose “Vendors and Payables”
  • Scroll down “Vendor Contact List”


Step 2 – Click “Modify/Customize Report”


Check the following fields in the dropdown menu and press “OK”.

 

If your QB version is prior to 2012, check the following:


  • Vendor
  • Phone
  • Alt Phone
  • Street 1
  • Street 2
  • City
  • State
  • Zip

OR If your QB version is 2012 or later, check the following:


  • Vendor
  • Phone
  • Alt Phone
  • Bill form Street 1
  • Bill form Street 2
  • Bill form City
  • Bill form State
  • Bill form Zip


 Step 3 – Click “Export/Excel” Button


  • Create a new Excel File and press “Ok”
  • Save your Desktop and name your file [Your Company Name] Vendor list.


Creating the Expense Report 

 

Step 1 – On Home screen, click Reports

  • Choose “Vendors & Payables”
  • Scroll down “1099 Summary”


Step 2 – In 1099 Summary screen

  • Dates: “Custom” and “Date Range”
    (For example, if today is April 11, 2012 – the date range would be from April 12, 2011 to April 11, 2012).