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N
ndingwell
February 15, 2024
Question

I need to invite my manually entered contractors to fill out paperwork. The email is in there, but there is no way for me to invite them. I already made payments to them.

  • February 15, 2024
  • 2 replies
  • 0 views
I paid them already so deleting and readding is not an option.

2 replies

MorganB
MorganB
February 15, 2024

Hi there, ndingwell.

 

Thanks for bringing your question forward here in the Community. I'm glad to provide some info regarding your contractors in QuickBooks Online.

 

In this instance, I recommend sending them a reminder email so they'll be able to fill out the paperwork. Here's how:

 

1. Go to the Payroll menu, then Contractors.
2. Select your contractor.
3. Click Send reminder from their profile.
4. Check the email address, then choose Send reminder. The contractor will receive a new invitation.

 

I'm attaching a few articles that I believe you'll find helpful with this process:

 

 

With this info your contractors will be able to fill out their paperwork online. Please feel free to reach back out if you have any other questions.

N
ndingwellAuthor
February 15, 2024

Thank you. But... with a manually added contractor, you don't get to have a "send a reminder email" button.

N
ndingwellAuthor
February 15, 2024

Thank you. But... with a manually added contractor, you don't get to have a "send a reminder email" button.

A
AileneA
February 16, 2024

Hi, ndingwell. 

 

No worries. I have another steps on how to email your contractor to complete their profile, view their payments, and download their 1099 form.  

 

  1. Go to the Payroll menu.
  2. Select Contractors.
  3. Please select the contractor's name with a missing W-9 to open their profile.
  4. From there, select Details, in the upper right corner, click the hyperlink Send email.

 

See the screenshot attached below.

 

 

For more information about this process, see this article: Invite contractors to add their tax info. 

 

Furthermore, for more information about forms and taxes for contractors, check out this article on instructions for independent contractors. It covers topics such as Form W9 and 1099s.


Please comment below for further concerns or follow-up inquiries regarding managing contractors in QBO. I am always here to assist you. Take care!

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