Direct deposit

Wow, that was easy... thank you for your help, that should solve the problem...

Thanks Jen D

Wow, that was easy that should solve my problem

Thanks for the help Jen_D!

How can I update the ACH for a contractor?

Welcome to the Community, test32.

I can guide you on updating the ACH for contractors.

From the information you've provided, it sounds like you want to update the bank account for a contractor. If so, change the vendor's bank account information on the same page where you set it up. I'll be happy to show you how:

1. Go to Vendors at the top menu bar.
2. Choose Vendor Center.
3. Double-click the vendor's name.
4. Select the Additional Info tab.
5. Click the Direct Deposit box.
6. Enter the bank routing and account number, bank name, and account type.
7. Click OK.
8. Enter your direct deposit PIN when prompted.

The bank account for contractor is not updated until you create a payment for the independent contractors and send it to Intuit.

Here's relevant article for more details: Manage direct deposit for independent contractors in QuickBooks Desktop Payroll.

That should help update the ACH for contractors.

Let me know how it goes. If you have other questions, I'm happy to answer it. Just post it here as a comment and I'll take a look at it. Have a good one.

Thank you! I don't see any of the tabs you mention.  Is that because I have QB online?  I can go to Vendors but there is not tab called Vendor Center

Thanks for letting me know about this, @test32.

I'd be happy to provide you the steps of setting up direct deposit for contracts in QuickBooks Online. 

Let's get this started.

1. Click on Workers at the left pane.
2. Select on Contractors.
3. Under the price select Get Started.
4. Select Set up direct deposit.
5. Select Add bank. Enter your banking credentials or bank account information.
6. After entering bank information, a test transaction must be entered to verify the bank account on file. If a bank account was connected with your banking credentials, you will not see this prompt.

For more details about setting up direct deposit for contractors, please refer to this link: Contractor direct deposit.

Once done, you can now pay your contractors via direct deposit.

Here's how:

1. Go to Workers from the left menu, then select Contractors.
2. Select Write check drop-down on the contractor you would like to pay, then select Pay with direct deposit.
3. Enter the payment amount and select a Category for that payment. You can also add a description for that amount.
4. Select a Corresponding account in QuickBooks.
5. The total amount will display at the bottom next to Pay. 
6. Select Pay.
7. A confirmation message will pop up. Select Yes, let's proceed to confirm payment.
8. Contractor payment details will show.
9. Select Save & Close.

If you need additional assistance with this procedure, I'd suggest reaching out to our Customer Care Team. They'll be able to guide you through the steps using their tools.

Please know that I'm just a reply away should you need anything else about this concern. I'll make sure you're all set. Have a great day.

Step 3 does not exist under the Tab Contractors.  I see it under employee but I am trying to update the banking information for a contractor?  He changed banks and wants payments to go to his new bank.  Is there a way to do this.  I called QB support but he didn't seem to know and said i should create a second profile and then merge them.  Does someone knows of a better way to do this?

It's not necessary to create another profile in updating your contractor's bank account, test32.

You can manually change your contractor's bank account. I'll show you how:

1. Go to Workers and select Contractors.
2. Choose the Contractor's name.
3. Click the Change bank hyperlink in the Payment details section.
4. Update your contractor's bank.
5. Click Save.

Also, I've provided a helpful article about contractor direct deposit.

Please see the screenshots below:

Feel free to let me know if you're able to change your contractor's bank account. Have a great day!

Thank you, however it didn't work.  I don't have the "payment detail" section.  I see personal details but that is it.  I'm not sure if that section is only available if process payroll via QB which we don't.

Thank you for getting back to us, @test32.

May I ask what option can you see in your contractor's information window? A screenshot would be very helpful so I can provide you with accurate information to update your contractor's direct deposit information.

In the meantime, to isolate this concern for a possible browser-related issue, let's perform the following the steps below:

• Login to your QuickBooks Online account using an incognito or private browser:
  • Google Chrome, press CTRL  + Shift + N
  • Mozilla Firefox: press CTRL  + Shift + P
  • Internet Explorer: press CTRL  + Shift + P
  • Safari: press Command + Shift + N
• If you’re able to able to access your account and update your contractor's information, you may want to clear the cache of your regular web browsers.
• Also, you can run the Browser Health Checkup Tool to check any issues with your browser’s health and its compatibility with QuickBooks Online.

On the other hand, if you're using Online Bill Pay in paying your contractors,  I'd recommend contacting our Customer Care Team. A Bill Pay specialist will be able to further assist you with your concern on a secure environment.

Here's how:

1. Go to the Help menu.
2. Click Contact Us.
3. Under How can we help? type in any keyword about your concern.
4. Hit Continue.
5. Click Get a call back to contact us.

If I can be of any assistance with managing your contractors' information, please let me know by leaving a post below Wishing you well.

[REMOVED]

here's a screen shot

[REMOVED]

Hello there, test32.

Thanks for getting back and I appreciate the screenshot. Let's get this sorted out.

First of all, you may notice that the screenshot you provided has been removed for security purposes. This is because it contains some personal information of your Contractor.

About your concern, since you're not seeing the Payment details section as well as the Change bank option, we'll have to check if you have an active direct deposit status. This can be the reason why  you're not seeing the options.

To check for your direct deposit status, here's how:

1. Go to the Gear icon.
2. Click the Payroll Settings.
3. Click Direct Deposit under Payroll and Services.
4. Look in the Action column in the Employer Info box. If you see Active, it means your direct deposit is all set up and ready to go.

Here's an article to learn more about   Check your direct deposit status.

You can also get in touch with our QuickBooks Care Support so they can help you check the status of your vendor's direct deposit.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help icon in the upper right of the screen.
3. Select Contact US on the pop-up. 
4. Enter what you're needing assistance with in the How can we help? field and choose Continue. 
5. Click Get a callback.
6. Enter your contact information.
7. Select Call me.

Let me know how it goes. Should you need anything else, feel free to reach back to me as I'm always here to help.

Confused,  I set up the bank account number correctly in the chart of accounts from where the direct deposit should be coming out of.  On the employee I set up the direct deposit information where the payment should be going.  I received the confirmation on the bank account information.  However it appears the employee bank account is being charged the amount of the check and the operating bank account is not?  How do I check this out?

I set it correctly and it is not working

Thanks for reaching out to us here in the Intuit Community, @blackandwhite.

Adding your bank account information through the Chart of Accounts won't take the funds from your bank. This tells you how much money your company has, how much money it owes, and how much money is coming in and out.

When you say "I set up the direct deposit information where the payments should be going", did you enter employees bank account when activating DD?

If so, the funds should be taken out from your employees bank account. What you need to do is change your DD bank account.

Here's how:

1. Go to the Employees menu.
2. Select My Payroll Service, then select Accounts/Billing Information.
3. You'll be routed to go and sign in to your Intuit Account.
4. On the Direct Deposit section, click your bank details.
5. Click OK to confirm the message.
6. Enter your payroll PIN, then click Submit.
7. Enter your new bank account details, then click Submit.
8. Click Continue after the confirmation.
9. Click your account where QuicBooks should post transactions returned by Intuit Service.

After 1-2 banking days, two small test debits will be taken out from your bank statements. You can enter these debit amounts on our Account Maintenance page. Please read through this article for the detailed steps on how to enter the debit amounts: Change your direct deposit bank account. Then, go to the Active your new direct deposit bank account section.

Also, I added these articles to learn more about setting up payroll DD in QuickBooks Desktop:

• Set up direct deposit
• Set up, edit, and remove direct deposit for employees in QuickBooks Desktop.

The information I shared should help you clarify on how to enroll DD. 

Our QuickBooks Desktop Payroll Team can also help guide you through the process if you need further assistance.

Should you need anything else, please let me know and I'be glad to provide the information you'll need.

I prepare a payment for the contractor and it did not go to direct deposit, did not give me the option to send it to the bank, or able to print out the deposit payment sheet.  Why????

Gloria

Hello. @gloria1942.

Welcome to the Community.

There are some requirements you need to meet before paying contractors through direct deposit. You need to have the latest release of QuickBooks Desktop, and sign up for the Direct deposit service.

For the second concern, you'll need to mark the checkbox on "Pay Online"  to send it to the bank. 

Here's how to pay your contractor:

1. Go to Banking menu, then click Write Checks.
2. Select the Bank Account drop-down arrow and choose your checking account.
3. Click the Pay to the Order of drop-down arrow and pick you contractor.
4. Enter the date of contractor should be paid in Date.
5. Enter the amount of the check in the $ field.
6. Click the Expense tab and select the expense account.
7. Verify Pay Online is checked.
8. Click Save & Close.

Once the contractor paid and additional check to QuickBooks Desktop Payroll Service fees will post to your bank register. You can now print the electronic payment sheet. 

Visit this article for more detailed steps about making a payment of your contractor in QuickBooks Desktop: Paying Independent Contractors using Direct Deposit.

Please know that you're always welcome to post if you have any other concerns. Community Team will always here to help.