1099 Payee Ledger Report

You can download a payment transactions list for a specific date range to determine those payees for whom you must issue a 1099 Form.


This report is only available for U.S. accounts.

To access this report, go to Reports > Accounting > 1099 Payee Ledger Report

Report Filters

  • Payee Name: By default, all eligible payees are included, to report on a specific payee only, uncheck this box and enter the payee name.
  • Banks: Choose a specific bank account, or account types to include.
  • Date Range: Only transactions dated within this date range will be included. The date range options you have are All Dates, Last Month, Last Year, This Month, This Year. You can override the date range via the from/to boxes to the right.
  • Show: Choose between summary or details.


  • Only payees with total >= 600: Checked by default, uncheck to include all payees regardless of total paid amounts.

The $600 default follows the IRS 1099 filing guideline.

  • Exclude 1099 Ineligible Payees: Checked by default, Uncheck if you want to include ineligible payees as well.

For additional information, see E-File a 1099-MISC Form.


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Reports




Updated on November 11, 2021

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support