I'll help you send your information to each contactor, Noel.
But before we start, may I know if you're a contractor or an employer? If you're a contractor, you'll ask your employer to invite you to fill out your W-9. If you already have a QuickBooks Self-Employed account, tell them to send the invite to the email address you use to sign in. Otherwise, you can create a limited QBSE account just for your forms. Once you're invited, you can fill out your W-9.
- Open the invite email and select the link.
- If you already have a QuickBooks Self-Employed account, select Sign in. Or, follow the steps to create a limited QuickBooks Self-Employed account. This account has limited features: you can fill out your W-9, submit it, and view your 1099-MISC
- Go to the Clients tab.
- Follow the steps to fill out and submit your W-9.
On the other hand, if you're an employer, you can invite your contractor to complete their profile and submit a signed W-9 online anytime. To do so, follow the steps below:
- Go to Payroll select Contractors or Contractors and select Contractors.
- Select Add a contractor.
- Enter the contractor’s name and email in the fields provided, then select Add contractor. We’ll send your contractor an email in real-time. The contractor’s profile will be saved in both the Contractors tab and the Vendors tab.
I've added these articles to give you detailed steps on the process if you're a contractor or an employer:
Furthermore, QuickBooks helps you prepare your 1099 seamlessly using the information you have already in your account. To know how to electronically file your 1099, here are the frequently asked questions that you can check out: Create and File 1099s with QuickBooks Online.
You can always drop your comment below if you have any other concerns contractors or filing 1099. We're here to further assist you as always.
