1099s Need category controls | Feature Requests

1099s Need category controls

Jennifer Stewart

Not all payments made to a 1099 vendor need to be included on their 1099. We need to be able to map or pick the categories that the payments can be collected from. Similar to the 1099 module mapping in QBO

January 15, 2026

Jamie Latorre

You are able to under the Prepare 1099 section, to the right there is a buttong for "Edit Excluded List">Account Exclude List

Amy English

I am not sure if this applies to what you want, but you can drill down on a vendors transactions by clicking on the vendor in the Prepare 1099s section and then selecting the tab All Vendo Transactions. From there you can exclude individual transactions from the list where applicable.