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Track what you have been paid

Every transfer, by tax year. This is the page your accountant wants and the one that reconciles against a 1099.

1 step About 2 minutes Vendor
Before you startBank connected, and at least one paid invoice.
1

Filter by tax year, not by month

Transfers are grouped by tax year because that is the unit that matters. It is what you compare against any 1099 you receive.

If a landlord's 1099 disagrees with this page, this page has the transfer records behind it and is the better starting point for the conversation.

Step 1: Filter by tax year, not by month