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Wendy Brown1
February 24, 2023
Question

Contractor Payment Direct Deposit Set Up Issue

  • February 24, 2023
  • 2 replies
  • 0 views

I just got off the phone with QB support and was basically told there is nothing they can do for my issue which is disappointing and frustrating since I have successfully set up and am using direct deposit contractor payments on another instance of QB.

 

I set up the contractors and sent the QB email asking them to provide their W-9 and banking information. They all received the email and provided the information. The W-9's are showing up on my side just fine, the issue is the banking information is not making it to my side of QB so I am unable to pay with direct deposit. QB wants me to add the banking information manually, which is a problem since some of my contractors understandably do not want to give me their banking information directly. This basically makes the contractor payment feature useless for us. In my opinion, QB's refusal to fix the problem is terrible customer service. If you provide a feature for paying customers, you should make sure the customers can use it.

 

I'm hoping someone here can provide some information or feedback on how I can get this issue resolved. As I mentioned earlier, I have already successfully set up and been using this feature on another instance of QB's so this whole situation is infuriating.

2 replies

Adrian_A
Adrian_A
February 24, 2023

Hello there, Wendy .

 

I can see how great it would be to be able to add your contractor's bank information automatically. 

 

As of now, you'll have to enter your contractor's bank data manually. You can do so by going to their profile.

 

Here's how:

 

  1. Click the Expenses tab.
  2. Select Contractors.
  3. Hit the contractor's name.
  4. Enter their bank account information on the Payment Details tab.

 

I'd also suggest sharing this idea with our developers. Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. You can also send one by going to the Gear icon and then selecting Feedback. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Feel free to browse these references as your guide in setting up contractor direct deposits:

 

 

I'll be around whenever you have concerns about managing direct deposit.

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Wendy Brown1Author
February 26, 2023

Hello @Adrian_A,

Thank you for your quick response. Perhaps I'm not describing the issue clearly.

My client has 3 companies in QB. 

I purchased the contractor payments add on for 2 of them. According to the text below from the website (and my successful experience with company #1), this is possible.

 

CONTRACTOR SELF-SETUP

Save time with simple setup

  • Invite your contractors to set up a free account.
  • Contractors can complete W-9s or provide bank deposit details online.
  • You don’t have to handle tax or banking info.

 

I need to get this working in company #2.

K
Kurt_M
February 26, 2023

Thanks for getting back here in the thread, @Wendy11_2.

 

I understand you want to utilize the add-on feature to manage both two of your separate QuickBooks Online account. However, please know that one subscription is equivalent to one company file. That said, the add-on you purchased can only be used in your first company. You'll need another add-on and have it added to your second QBO account to manage your data.

 

Once you've got the add-on feature ready, here's how you can invite your contractors:

 

  1. Access your QuickBooks Online account.
  2. Go to Payroll and select Contractors.
  3. Select Add a contractor.
  4. Enter the contractor’s name and email in the fields provided, then select Add contractor. We’ll send your contractor an email in real time. The contractor’s profile will save in both the Contractors tab and the Vendors tab.

 

For further guidelines, please see this page: Invite a contractor to add their own tax info.

 

Additionally, I've got you this handy article to help if you want to pay your contractors using direct deposit: Pay a contractor with direct deposit.

 

Also, you can visit this page about modifying reports and adding extra details to it so you can monitor all aspects of your business: Customize reports in QuickBooks Online.

 

@Wendy11_2, it's been a pleasure to have you here again. I'll be happy to assist you if you have any additional QuickBooks-related concerns. Take care, and have a good one!

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Wendy Brown1Author
February 27, 2023

Hello @Kurt_M,

 

I have purchased the add on for each company and I understand how to set it up. I am successfully using it on company #1. I am having a problem getting it work properly on company #2. As I mentioned earlier, when the contractors use the email QB sends them to input their W-9 and banking info, the banking info is not registering in my QB. As a result, I am unable to pay via direct deposit. I do not want to add the banking info manually. I want it to work the way it is supposed to.

 

 

  • Contractors can complete W-9s or provide bank deposit details online.
  • You don’t have to handle tax or banking info.

 

C
CharleneMaeF
February 27, 2023

This is unusual, Wendy.

 

Let me make it up to you by ensuring the contractors' details will reflect in QuickBooks Online.

 

The issue in your contractors' invites could be browser-related. The outdated stored cache can affect the performance of the program.

 

To rectify this, let's access your QuickBooks Online account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

Once logged in, check if the banking information show. If so, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

If the issue persists, I'd suggest resending the email to your contactors. Here's how:

 

  1. Go to the Payroll menu and then select the Contractors tab.
  2. Locate and choose the name of the contractor.
  3. Click the Send a reminder hyperlink above.

 

In case none of this fixes the problem, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

 

Additionally, I've added an article that'll help you learn more about preparing and filing 1099 n QuickBooks:

 

 

Please keep us posted if you need additional assistance inviting your contractors. We're always here to help you out.

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