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Intuit

How to add Contractors or Subcontractors

Add  Contractors or Subcontractors in the QuickBooks Online program by following these steps:

To add a contractor:

  1. Select Sales from the left navigation bar and then choose Customers.
  2. Type in the customer's information in the Customer Information window.
  3. Select is CIS contractor. Enter some additional information in the CIS Information tab.
  4. Click Save. The contractor will now appear in the customer list.

To add a subcontractor:

  1. Select Expenses from the left navigation bar and then choose Suppliers.
  2. Type in the supplier's information in the Supplier information window.
  3. Select is CIS subcontractor.
  4. Enter info in the CIS Information tab. HMRC will tell you all the information you need when you verify your subcontractor, including their CIS rate.
  5. Click Save. The subcontractor will now appear in the supplier list.

Note: Click the contractor/subcontractor's name to view some information about them. You can also edit their profile from this window, or click Create new to enter a new transaction.