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Oct 12, 2024 10:45 AM UTC
Question

I have printed W9's from all my former contractors. Can I scan them into Quickbooks? I don't think I'll be able to get them all to log in and fill out new ones.

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Oct 12, 2024 12:17 PM UTC

Scanning printed W9 forms could streamline your process and save you some valuable time, info2058. However, this feature isn't available in QuickBooks Online (QBO).

 

You have two options to consider. It's either entering them into the system manually, or you could have your contractors fill-out the forms for you by inviting them.

 

Here's how to invite your contractor:

 

  1. Navigate to the Payroll tab and select Contractors.
  2. Click Add contractor.
  3. Fill in the contractor’s name and email in the designated fields, then hit Add contractor.

 

An email will be sent to your contractor instantly. Their profile will be saved under both the Contractors tab and the Vendors tab. You can refer to this article for detailed guide: Invite a contractor to add their own tax info

 

I'm sharing a link on how to prepare and file your 1099s during tax season for future tasks.

 

Should you require further assistance managing vendor's W-9 or other QuickBooks-related concerns, drop by again so we can get back to you promptly. Have a good one.