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godawgs23
September 10, 2024
Question

Contractor adding his own bank information

  • September 10, 2024
  • 2 replies
  • 0 views

I sent my new contractor the invite to add his information so I can pay him via direct deposit, but he did not see a section to add his account information.  He says he doesn't see a place where it will let him add it.  It will only allow me to add it manually, which I'd rather not do.  Is there any option for him to still add the banking information on his end?

    2 replies

    MorganB
    MorganB
    September 10, 2024

    Hey there, godawgs23.

     

    Thanks for turning to the Community for support. I'm happy to help so your contractor is able to add their direct deposit info in QuickBooks Online.

     

    The following steps walk you through how to add a contractor and allow them to enter their banking details:

     

    1. Go to Expenses, then select Contractors.
    2. Select Add a contractor.
    3. Enter your contractor’s info, or select the Email this contractor checkbox so they can fill it out.
    4. When you're done, select Add contractor.

     

    You may have accidentally missed the checkbox to email the contractor, which would result in you seeing the option to manually enter their info. I recommend completing these steps once more to verify the checkbox from step #3 is selected. You can also send a reminder to your contractor for another link to enter their info. 

     

    The following article provides additional info about setting up contractors and tracking them for 1099s.

     

    Please give this a try and let me know how things look afterward. I'll be here to lend a hand.

    G
    godawgs23Author
    September 10, 2024

    Thank you for responding.  I did take all of those steps and emailed the contractor.  He filled out the personal info, but failed to enter the banking info.  He now says he has tried since the initial time he filled out the W9 and does not see an option to enter banking info.  Is there any way for him to add it at this point?  

    S
    Sherrie_F
    September 10, 2024

    Your timely update in this thread truly matters to me, @godawgs23. I've got a way to resolve this so you can pay a direct deposit to your contractors.

     

    To begin, we can re-send the invitation to your contractors to give them another opportunity to access it. However, if they are still unable to enter the information, I recommend that you manually input their bank details into QuickBooks to ensure they are accurately recorded.

     

    Furthermore, if similar issues arise with any of your other contractors, I highly recommend contacting our QuickBooks support team. Our dedicated product engineers possess the necessary resources to thoroughly investigate this matter by conducting screen-sharing sessions.

     

    Additionally, I'd like to provide you with a helpful resource that contains insights on paying contractors in QuickBooks: Create and file 1099s with QuickBooks Contractor Payments.

     

    You can always have me if you have additional queries about paying a contractor in QBO. Let me know if you have other tasks that you'd like me to help you with. It would be my pleasure to assist you further.

    9341 4528 9883 5620
    November 4, 2024

    I’m reaching out to express some challenges I’ve encountered while assisting my contractors in adding their bank information for payments.

    Currently, the process is not straightforward, and I find it lacks the necessary guidance. Specifically, there is a lack of clear instructions or visual aids, such as videos or screenshots, to help non-tech-savvy users navigate the setup. When my contractors attempt to add their payment information, they often encounter confusion, particularly with the prompt to add a debit card instead of their bank account details.

    I believe that simplifying this process and providing comprehensive resources would greatly enhance user experience for contractors. Clear step-by-step guides or tutorial videos could help alleviate frustration and streamline the onboarding process.

    Thank you for considering this feedback. I look forward to seeing improvements that can support users in efficiently managing their payment information.

      J
      JamaicaA
      November 4, 2024

      Thank you for taking the time to communicate your experiences while helping your contractors set up their bank information for payments. Your feedback is invaluable, and we acknowledge the challenges you've encountered with the current process, especially for those less familiar with technology.

       

      Your suggestions for clear instructions and visual aids are well noted, and I want to assure you that we're dedicated to improving the user experience based on your input. With this, I recommend submitting a request to our Product Development Team. They may consider it for future enhancements based on the number of users' requests.

       

      Here's how:

       

      1. Go to the Gear icon at the top.
      2. Under the Profile column, select Feedback.
      3. Share your recommendation with the product, then click Next.

       

      Keep an eye on your suggestions on this website and visit our blog for recent developments.

       

      For complete details about adding a contractor and paying them from the right expense account, refer to this article: Troubleshoot missing contractors or wrong amounts on 1099s.

       

      Scan this reference to learn how to handle corrections to your form in the program: Correct or change 1099s in QuickBooks.

       

      Your insights can contribute to the program's advancement and simplify the process for users like you and your contractors. We look forward to facilitating a smoother experience.

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