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latriciafriend
October 7, 2020
Question

Is there a way to send an independent contractor a link to fill in their direct deposit info, similar to the W-9 form link?

  • October 7, 2020
  • 22 replies
  • 0 views
Original commenter did not share additional details

22 replies

katherinejoyceO
katherinejoyceO
October 7, 2020

Hello there, @latriciafriend. 

 

Welcome to the Community. You can invite your contractor to securely add and complete their 1099 information online. 

 

Here's how: 

 

  1. Go to the Workers tab, then select Contractors.
  2. Add a contractor, then enter the contractor’s name and email in the fields provided. 
  3. Select Add contractor.

 

Once done, your contractor will receive an email in real-time. Their profile will then be saved in both the Contractors tab and the Vendors tab.

 

For additional insights, read through this article: Invite a contractor to add their own 1099 tax info. 

 

For future reference, read through this article: Prepare and file 1099s using QuickBooks Online. It also includes information about how to check your 1099 e-file status and accessing archived previously filed forms. 

 

Let me know if you have additional questions. We're always here to help. 

latriciafriendAuthor
October 7, 2020

Thanks for your response. The question is, "Is there a way to send an independent contractor a link to FILL IN THEIR DIRECT DEPOSIT INFO, similar to the W-9 form link?" 

    AlexV
    AlexV
    October 7, 2020

    Good day, latriciafriend.

     

    Let me share additional info about setting up independent contractors.

     

    When you invite them to add their 1099 tax info online, it'll also ask them to add their direct deposit details. Then, it'll reflect automatically on your QuickBooks Online account.

     

    Once they accept the invitation, it'll route them to QuickBooks Self-Employed where they need to create an account for free. From there, they can manage their contractor profile including the bank details.

     

    You may also check these links:

    Let me know if you have more questions by leaving a comment again. Wishing you all the best!

    yourpaljustin
    February 18, 2021

    I have W-9 for the contractor, but no direct deposit. Is there a way to resend request for direct deposit info?

      Jennie4
      May 27, 2021

      I am having this same problem. There is no send reminder link on my screen. 

      ReymondO
      May 27, 2021

      Good day, @Jennie4.

       

      Thank you for joining the thread. Let me add more details about resending the email invitation link in QuickBooks Online.

       

      You have an option to resend a link for a contractor so they can fill out and submit their W-9 info. The Send a reminder link will only show if you haven't entered any personal details yet.

       

      If you already entered their info, you have to contact our phone support so they personally send the invite to your contractors. Also, make sure to have them check their spam folders and junk folders. 


      If they see one of the emails from Intuit, have them right-click the email and select This is not spam or Not Junk.

       

      If you haven't entered any personal details yet, I'd recommend clearing the cache in your regular browser or use an incognito to access your account. Too much cache build up in your current browser might be the cause of the issue. 


      You can also check out this article for your future reference in filing the 1099s: Prepare and file 1099s using QuickBooks Online. This includes information about how to check your 1099 e-file status and accessing archived previously filed forms. 

       

      You're welcome to visit this thread again if you have questions regarding QuickBooks Online. I'm here to assist you.

      matt6
      November 15, 2021

      This appears to be a pretty real issue... I have been using QB for a while with contractors. The "invites" had previously been sent, so there is no "REMIND" link (there's nothing to remind, they already have a profile). We have since decided to implement direct deposit, so sending them a systematic, secure email, should be the ONLY way to invite our contractors to setup their bank info. Are you suggesting that we have to reach out to you and provide the contact info for our contractors so that YOU can send them this invitation? That's not really a workable solution. Have there been any further developments since this last post in May? 

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