Question

How do I invite a contractor to add their bank info? They would prefer for me to not enter it manually. Thanks for your help.

Forum|Forum|5 years ago
September 4, 2021
18 replies
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Original commenter did not share additional details

QuickBooks Online

Let me walk you through the steps on how to invite your contactors, @cofo-mike-gmail-.

You can send an invitation email allowing your contractor to enter their personal information with guaranteed confidentiality. Let me show you how.

Go to Payroll.
Select Contractors.
Click Add contractor.
Enter the name and email address based on the required fields.

Once done, an email will be sent directly to your contractor, real-time. Learn more about how the invitation email works with this article: How a Contractor add their own 1099 Tax Info in QuickBooks Online?

I'm adding this reference with the steps you can use to make sure your contractor's set up is correct to track 1099 payments accordingly: How to Add Contractors and Track Payments you make to them using QuickBooks Online Payroll?

Let me know in the comments if you have any other questions while working with your contractors and other related tasks. I'll be here to lend a helping hand.

C

cofo-mike-gmail-Author

Thanks JonpriL,

We followed the steps and my contracted added his personal information.

Now he is trying to add his bank account. But the link has expired and he does not know how to log back in to the system.

Thanks,

Mike

T

TirzahC

I’m here to make sure you’re able to resend the email invite to your contractor in QuickBooks Online(QBO).

You can go to the contractor's profile to email the invite again. Here's how to do it:

Select Payroll from the sidebar menu.
Go to the Contactors tab.
Choose the contractor from the list.
In the contractor's profile, click the Send a reminder link.
From the Send a reminder window, click Send to resend the email.

Here's an article you can open to know more about inviting a contractor for 1099s.

For more tips about managing contractors in QuickBooks, I recommend checking out this link: Add, edit and inactivate contractors

If you have any other follow-up questions about resending a contractor's invitation, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

C

cofo-mike-gmail-Author

Hi,

The contractor added his personal information.

A week later he tried to add the Bank Account but the link had expired and he does not know how to log back in.

Thanks,

Mike

G

Gurunas

Update to this as I was having the same issue. Instead of readding it, I added a Bill to the Contractor, and on the Expenses-> Bills screen, there is a link that says "Ask for payment info" and I was able to send the request that way.

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