Create a custom list view for 1099 vendors

View and verify which vendors are set up for 1099 treatment by creating a custom list view on the Vendors list page.

1. On the Vendor list, select Manage view > Create new view.
2. Select the following columns to be included in your view:
   • Form 1099 type
   • Form 1099 box

3. Select Next.

4. Select the column sequence, then select Next.

5. Select filters for individual columns, then select Next.
   Example: View vendors with a specific 1099 form or box type

   • For Columns, select Form 1099 Type.
   • For Operator, select not equal to.
   • For Value, select the form type.
   Example: View vendors without a 1099 form

   • For Columns, select Form 1099 type.
   • For Operator, select not equal to.
   • For Value, select null.
6. Optionally, sort your results:
   • For Form 1099 type, select Ascending.
   • For Form 1099 box, select Ascending.
7. Select Next.
8. Describe your view and give it a Name.

   Optionally, select Deploy so the view appears for other users.

9. Save the view.
10. Back on the Vendors list, select All and select your new view.

A list of vendors set up with 1099 default form and boxes appears.

Next steps: Run the 1099 report to verify the vendor amounts and prepare for printing 1099 forms.