How to download payees report for a specific period?

Step 1:

Click on More and choose Report .

Step 2:

Choose Get Report.

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Step 3:

Please select the appropriate options to either send to your email or download. 

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• Is there a trial period?

  Yes, a 15-day trial period is available to test most features, excluding mailing checks. No credit card is required to start the trial.

• Can checks be assigned to specific job numbers/sub-customers?

  Currently, this functionality is not available. The user needs to assign expenses to specific job numbers, which exist in QuickBooks and the company CRM, for proper expense tracking and job costing.

• How to manage your payees?

• How to generate Form 1099-NEC?

  Login to OnlineCheckWriter.com, navigate to the bottom left corner and click More. Click on Report, and you can see the Reports page. Click on Get Report on Form 1099 – NEC. Select the business already given or enter the business details manually by ...

• Can I store customer-specific information like citation numbers within the payment link?

  Yes, you can include custom fields such as citation numbers in the payment link, allowing you to track payments and link them to specific citations.