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kevin2580
January 11, 2022
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Re-send invitation for contractor to enter their Direct Deposit information?

  • January 11, 2022
  • 2 replies
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I had a contractor fill out their profile, but they didn't enter their Direct Deposit information. They are now ready to enter it, and the link they have from the initial email says it's "expired", and there is no "resend direct deposit info request" link in their profile.  I also tried deleting their contact so they can fully start over, and the only thing I can figure out how to do is to mark them inactive - which doesn't help..

Best answer by ShiellaGraceA

Thanks for getting back to us, @kevin2580. Appreciate the screenshot.

 

I'll share some information about resending the invite. Once W-9 info is already entered in QuickBooks, you're unable to see the "Send a reminder or Send email" link.

 

To let your contractors enter their Direct Deposit information, have them update their account. QuickBooks will automatically update it in your QuickBooks Online account.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed. Use the same account you used to fill out your W-9.
  2. Go to your profile ⚙ icon.
  3. Select Tax profile.
  4. Make changes as needed.

 

See this guide for details: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

Feel free to also browse this link to help you with 1099s: Understand which contractors need 1099s.

 

If you have follow-up questions with the contractor's info, drop them below, and I'll be happy to answer them for you. Take care and have a nice day ahead.

2 replies

K
Kevin_C
January 11, 2022

I got your back, @kevin2580. I'm here to make sure you can resend the form to your contractor and enter their direct deposit information.


You'll need to take note that the invitation you sent to your contractor expires after 24 hours. Here's how to resend it:

 

  1. Go to the Payroll menu and then choose the Contractors tab.
  2. Select Contractor's name to resend the 1099 Form.
  3. Press on the hyperlinked Send a reminder beside the contractor's name.

 

 

 

You can check out this article to learn more about inviting a contractor in QuickBooks Online: Invite a contractor to add their own 1099 tax info.  

 

In addition, you might want to check out these articles to learn how to set up and pay a contractor using direct deposit in QBO:

 

 

Drop me a comment if you have more questions about managing your contractors in QuickBooks Online. I'm always here to help. Take care!

K
kevin2580Author
January 11, 2022

Hi-

That link is not there - see attached!

Kevin

 

    S
    ShiellaGraceAAnswer
    January 11, 2022

    Thanks for getting back to us, @kevin2580. Appreciate the screenshot.

     

    I'll share some information about resending the invite. Once W-9 info is already entered in QuickBooks, you're unable to see the "Send a reminder or Send email" link.

     

    To let your contractors enter their Direct Deposit information, have them update their account. QuickBooks will automatically update it in your QuickBooks Online account.

     

    Here's how:

     

    1. Sign in to QuickBooks Self-Employed. Use the same account you used to fill out your W-9.
    2. Go to your profile ⚙ icon.
    3. Select Tax profile.
    4. Make changes as needed.

     

    See this guide for details: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

     

    Feel free to also browse this link to help you with 1099s: Understand which contractors need 1099s.

     

    If you have follow-up questions with the contractor's info, drop them below, and I'll be happy to answer them for you. Take care and have a nice day ahead.

    F
    frenchtouch
    January 26, 2023

    Same issue as the others. The link expired for the contractor, and the resend link isn't there.
    I am unsure about your suggestions to mark a contractor as inactive and create a new one. It probably means losing all the info to properly calculate the 1099, and seems a dangerous suggestion.

    M
    MirriamM
    January 26, 2023

    Hello there, @ELSESQ and @frenchtouch.

     

    Let me assist you in resending an invite for your contractor in QuickBooks Online (QBO).

     

    If your contractor clicked the invitation link in the email but did not complete the setup, it will show as expired the second time they click it. You can resend the invitation as a workaround by renaming the contractor and making them inactive so you can add them again to send the invite.

     

    To rename and inactivate a contractor profile, here's what you'll need to do:

     

    1. In the left menu, click Payroll and go to Contractors tab.
    2. Locate the contractor you want to inactivate, then click their display name.
    3. Select the Details tab and click the Personal details section.
    4. Edit the contractors name. and click Save.
    5. Underneath their display name, where it says "Active", use the available drop-down arrow (▼).
    6. Select Mark as inactive.

     

    To create a new profile for them, see these steps:

     

    1. In the left menu, click Payroll and go to Contractors tab.
    2. Click Add a contractor.
    3. Enter their Name and Email.
    4. Be sure to leave the Email this contractor to complete their profile. They'll get their own account to safely share their personal details. option turned on. This will assure they receive an email invitation. If it was turned off, tick its check box to turn it back on before proceeding.
    5. Select Add contractor

     

    After that, have your contractor check their email inbox. Once they click and accepts the invitation, they'll have a QuickBooks Self-Employed account. You'll want to advise them to log in using this link: https://selfemployed.intuit.com/login#/contractor/clients.

     

    You may also want to check these links for more information about inviting contractors: Invite a contractor to add their own tax info.

     

    Once your issue is fixed, you might want to learn how to prepare and file 1099s for your contractors in QuickBooks Online. Here's an article you can read for more guidance: Create and file 1099s.

     

    Our doors are always open to help you again if you have any other concerns or follow-up questions about inviting contractors. Have a great day ahead.

    S
    studiosage
    February 23, 2023

    You need to make it easier than having to go through all those steps. Anyone else having this problem, just download the 1099 and email or some other secured way to get it to them.

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