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carolyn15
February 2, 2020
Question

How can I invite contractors to set up direct deposit? I currently do not see a way to do this via the vendors nor the contractors pages.

  • February 2, 2020
  • 1 reply
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1 reply

C
ChristieAnn 11
February 2, 2020

Hi there, carolyn15.

 
There isn't a need to invite contractors to set up their direct deposit. Instead, you'll just have to subscribe to any version of QuickBooks Online Payroll. Once payroll is activated, you can set up the direct deposit for your vendors on the Contractor's page.

 

To start using direct deposit (DD) make sure that:

 

  • The direct deposit set-up is complete.
  • You have 1 bank account assigned to use for all DD transactions only. The use of different funding bank accounts is not possible.
  • You have an active subscription to any version of QuickBooks Online Payroll. If you have inactive W-2 employees or no employees at all, you still need to have a subscription to pay contractors with direct deposit.

 

Here's how to set up your constructors for DD:

 

1. Click Workers at the left panel. Then choose Contractors tab.

2. Choose the contractor's name. The drop-down for Pay with direct deposit will show if the bank account is already added to the contractor's profile.

3. Click the Add bank.

4. Enter the contractor's bank account information, then choose Save.

 

Please check this article for additional information on how to set up your contractors for DD and the timing and the process in using DD: Contractor direct deposit.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

J
jefferyc23
August 18, 2020

Okay, but it says there's an option to have the contractor get an email to fill out the bank information themselves.  How do you do that?  

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    Catherine_B
    August 19, 2020

    I'll show you how to invite contractors and let them enter their bank details, jefferyc23.

     

    You can invite your contractor to provide their W-9 business and bank account information to you. Let's ensure first that you've subscribed to pay contractors via direct deposit. When you add a contractor, select the checkbox stating Email the contractor to complete their profile and they'll get their own account to safely share their personal details. 

     

    After that, your contractors will receive an email and be invited to create a QuickBooks Self-Employed account. Let them click the Set up Direct Deposit button and they'll be routed to create a free account. Once they have completed the setup, you'll receive an email confirmation that the contractor's info is now in your QuickBooks Online account. 

     

    These contractor articles will help you set up and manage contractor tax forms and payments. 

    I'm just here to help you if there's anything else that you need assistance with. You take care always and have a great day!

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