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emily-hotpotatoa
October 13, 2024
Question

How do you send contractors a link to enter their banking information for direct deposits?

  • October 13, 2024
  • 1 reply
  • 0 views
To turn on direct deposit, there is a prompt asking for the contractor's banking information.  I found a way for the contractor to do it manually if they are sitting right with me, but they usually aren't. How do you email it to them so they can enter it in.  I spoke to customer service. We were on the phone for 45 minutes and she couldn't figure it out either.  Thank you.

1 reply

M
MelroseV
October 14, 2024

Thank you for providing information about your concern regarding sending an email to your contractor to set up their direct deposit, @emily-hotpotatoa. Let me help you with this one.

 

You can send an email to your contractor by clicking the Send email on your contractor's profile. Allow me to show you how to do it.

 

  1. In the left navigation panel, select Payroll.
  2. Click Contractors.
  3. Select your contractor's name.
  4. Click the Send email.
  5. Enter your contractor's email address.

 

Feel free to see the attached screenshot below for detailed info:

 

 

After sending an email, your contractor will receive a message asking them to set up their Direct Deposit information. It contains the following:

 

  • Account Number
  • Account Type
  • Routing Number
  • The account holder's Phone Number
  • Account holder Full Name

 

For future reference, you want to browse this material for the detailed process when you need to review your payroll data: Run payroll reports.

 

Keep this thread handy for future questions or concerns about your account in QBO. My team and I are here to ensure you feel supported and confident in managing your finances. We always look forward to assisting you.

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