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deweysmart
January 18, 2022
Question

Getting DD information from contractors

  • January 18, 2022
  • 1 reply
  • 0 views
I sent invites for contractors a while ago. There is on contractor who signed up, filled out the W2, but didn't give direct deposit information. What should they do? 

1 reply

T
TirzahC
January 18, 2022

I'd be glad to provide some insight on your question about sending the request for personal info to your contractors, deweysmart

 

Let me walk you through how to send the link again within QuickBooks Online. Though, you'll need to take note that the invitation you sent to your contractor expires after 24 hours. 

 

To resend invitation:

  1. Click Worker/Payroll and then choose Contractors.
  2. Select contractor's name to resend the 1099 Form.
  3. Press on the hyperlinked Send a reminder beside the contractor's name.

Once done, confirm with your contractor if she/he able to receive 1099 invites again. 

 

Also, you can manually get the information of your contractors using this optional authorization form and email it to your contractors for record purposes.  Have them fill out all the information and send it back to your business or personal email.

 

Once your contractors received the invitation, I'm adding this article which contains video tutorials to help a user along the process: Invite a contractor to add their own 1099 tax info.

 

I'll be sharing with you some articles that will guide you on how to set up Direct Deposit for contractors/vendors.  

We'll be glad to answer any questions about paying vendors/contractors. Please don't hesitate to post them here. Have a great day.

D
deweysmartAuthor
January 18, 2022

That isn't an option for me: 

katherinejoyceO
katherinejoyceO
January 19, 2022

Thanks for getting back for more support, @deweysmart. To clarify, contractors will need to add their 1099 tax info or complete a W-9 and digitally sign the form. 

 

If the W-9 info is not entered into QuickBooks, I'd suggest resending the invite to your contractor. Here's how: 

 

  1. Go to Payroll then Contractors.
  2. Select the contractor’s name.
  3. Select Send a reminder or Send email.

 

After completion, their info is saved in their account. You can also direct your contractor to this link for further insights and detailed steps: Fill out a W-9 and view your 1099-MISC.

 

Once done, you'll be ready to pay a contractor with direct deposit in QuickBooks. 

 

Post some more of your concerns again if you have any. We're always here to help. 

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