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November 8, 2023
Question

I already have contractors in my system, and am going to begin paying with direct deposit. How to I get them to log in to add their own bank acct info?

  • November 8, 2023
  • 1 reply
  • 0 views
I know I can add the info manually, but am trying to avoid that step. Just have them add the information themselves since they are already a contractor in my account.

1 reply

November 8, 2023

Let me help you set up the direct deposit for your contractors in QuickBooks, myceusource.

 

Yes, you can add the account info yourself. Since you don't want that option, we can invite your contractor to provide their W-9 business and bank account information to you. Your contractors will be invited to create a QuickBooks Self-Employed account to manage their contractor profile and track payments received. Here's how to invite your contractor: 

 

  1. Go to the Payroll menu.
  2. Select Contractors (Take me there) or Contractors and choose Contractors.
  3. Tap Add a contractor.
  4. Enter the contractor’s name and email in the fields provided, then select Add contractor
  5. We’ll send your contractor an email in real-time. The contractor’s profile will be saved in both the Contractors tab and the Vendors tab.

 

Then, proceed to the next steps in this article for them to add their own 1099 tax info in QuickBooks Online and QuickBooks Contractor Payments: Invite a contractor to add their own tax info. Feel free to browse these references as your guide in setting up contractor direct deposits:

 

 

I want to make sure I've got you covered. You can click the Reply button below for follow-up questions and clarifications about paying your contractors. I'll be in touch.

August 5, 2024

But they are already added as a contractor and I have the W-9, I need them to enter their banking information so I can start paying via direct deposit. 

 

August 5, 2024

I'm here to guide you through the process of having your contractor input their bank information into QuickBooks Online (QBO), @DBA007.

 

Since the contractor was already added to your QuickBooks Online system, you can streamline the process by inviting them to enter their bank account information for direct deposit.

 

Here’s how you can do it:

 

  1. Go to Payroll and select Contractor.
  2. Open the Contractor's profile.
  3. Click the Send email link.
  4. Fill in the necessary details and tick the box below.
  5. Hit Add contractor.

 

After your contractor sets up their bank information, you can refer to Step 3 of this article on how to pay them via direct deposit: Pay a contractor with direct deposit.

 

Additionally, you can run payroll reports to get a comprehensive overview of your business' finances.

 

Let us know if you have other concerns regarding your contractors or the direct deposit process. We're here to help you in any way we can.