Skip to main content
March 28, 2024
Question

Contractor payroll- some contractors are guided tp add W9 and direct deposit info fine, others just get setup for 'QB Self-employed 30 trial account', what the problem?

  • March 28, 2024
  • 1 reply
  • 0 views
Contractors receive the 'Setup you Direct Deposit' email, some are guided through creating a QB account and then lead into adding the W9 and direct deposit info. Others are guided to create an QB account however, they are greeted with a QB self employed 30 day trial account with no way add their info for us, even after using the emailed link again.

Please advise on what I, or the contractors could possibly be doing wrong.

1 reply

Clark_B
March 28, 2024

Welcome to the Community, @payroll-studio1-.

 

Let me help you so you can add their tax information in QuickBooks Online (QBO).

 

Once a contractor receives an email invite, when they click on the link, they'll log in with an existing account if they already have an account. However, if none, they have an option to create a free account. For now, I suggest copying the link of the invite and open it in the incognito browser. You can use the following keyboard shortcuts based on the type of browser you are using:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

You can also use other supported, up-to-date browsers as an alternative which will provide the best and most secure experience with QuickBooks. However, if the issue persists after doing some troubleshooting steps. I suggest contacting support to further check what's causing this and determine possible solutions.

 

I'll also add this article to guide you set up direct deposit to pay for your employees and contractors: Set up your company payroll for direct deposit.

 

Stay in touch with me if there's anything else I can help you about direct deposit or other QuickBooks concerns. I'll be right here to provide the information that you need.