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R
rob60
February 8, 2020
Question

How do I upload a w9 to a contractor record? I uploaded their W9s to their vendor record. The contractor record says "Waiting for Info" on the W9.

  • February 8, 2020
  • 1 reply
  • 13 views
No text available

1 reply

J
JonpriL
Level 9
February 8, 2020

Hello @rob60,


You'll have to invite your contractor to personally fill out their W9 form information. Since they have already a vendor's profile, you can simply click the Send Email link to invite them.

 

Here's an article you can read to learn more about how to collect your contractor's W9 information: Invite a contractor to add their own 1099 tax info.

 

I've got you this helpful article in case you need some ideas about your contractor's 1099 forms and payment: Common questions about 1099s.

 

You can always get back to here in the Community if you have any other questions.

R
rob60Author
February 10, 2020

Having contractors fill out their W-9 online in QBO makes since if this is the first time I've requested a W-9 from them. What about existing contractors? Do they have to submit their W-9s again to QBO to have them linked to their contractor record? When I was in public accounting, nothing made clients angrier than request the same item twice. Is there any way to save existing W-9s into WBO contractor records without asking the contractor to submit a form to me that they've already submitted in the past?

    J
    Joshua R
    February 10, 2020

    I'm here to help get you squared away, @ rob60.

     

    The option to let the contractor fill out the form electronically on their own isn't a requirement. If you already have the correct data entered for the previous contractors, then you have nothing to worry about. The option to the contractors fill out their information electronically is just an added feature to try and make it a little easier for our customers.

     

    Here's a detailed article from The QuickBooks Blog that gives a breakdown on collecting contractor W-9s: You can do WHAT in QuickBooks? Collect contractor W-9s.

     

    I'm only a reply away if you run into any additional questions. Thanks for posting here in the Community, have a great week!

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