Exclude debit card transactions in the prepare 1099s report
complete
B
Ben Stein
complete
This has been complete for a while, here's how to do it! https://help.keeper.app/en/articles/6365675-prepare-1099s#h_c05a194678
A
Abbey Garcia
In order to be able to exclude debit card transactions in bulk could you allow for an exclusion rule based on whether the description contains a phrase? For instance if the description contains "DDA PUR" or "DBT CRD"
M
Michelle Morsbach
Glad this was added! Not everyone knows this, but if you add "dbt" as the reference number on an expense, the transaction should be excluded from 1099 calculations since it will be included on 1099K from the merchants. I tested it out on Keeper and they were not being excluded along with the credit card transactions.