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PRLI2
Level 1

how to enter ACH and W9 instructions for a customer to pay us

how do I enter ach and w9 instructions for a customer to pay us?

I saw an Intuit flyer that say it can be done and a customer has requested it.

Rita

3 Comments 3
LollyNino_C
QuickBooks Team

how to enter ACH and W9 instructions for a customer to pay us

Thank you for taking the time to raise your concern here in the community, @PRLI2. I’m here to help you with your ACH and W-9 instructions in QuickBooks Online (QBO).

 

With QuickBooks Online Payroll, you can use direct deposit to pay contractors. In that case, it is recommended that you set up your company payroll for direct deposit and pay your employees and contractors through QuickBooks Online Payroll. On the other hand, if you need to pay a vendor, you can schedule an online bill payment, which has an option of a physical check if the vendor doesn't accept online payments.

 

After the set up you're ready to add the direct deposit information for your contractors. Here's how:

 

  1. Select Payroll, then Contractors.
  2. For a new contractor, click on Add a Contractor or tap the existing contractor to add or edit bank info.
  3. Hit Bank account.
  4. As prompted, enter the following:
    • Account Number
    • Account Type
    • Routing Number
    • The account holder's Phone Number
    • Account holder Full Name
  5. Select Save.

 

If you'd rather your contractors enter their details, you can do so by inviting your contractor to provide their W-9 business and bank account information to you. Your contractors will be invited to create a QuickBooks Self-Employed account, where they can manage their contractor profile and track payments received.

  

I’ve attached some helpful resources to learn about processing bank transfers (ACH) for your customers and when QuickBooks deposits their payments into your bank account:

 

 

Feel free to contact me if you need help with ACH payment processing and W9 instructions in QuickBooks. I'm here to assist you with anything else you need. Have a great day!

PRLI2
Level 1

how to enter ACH and W9 instructions for a customer to pay us

We are a non profit organization. I need to send them information on our checking account so they can send a donation and a w9.  They sent a copy of an Intuit flyer that toutes how easy it is to set up. I just went from desktop to online and I don't see anywhere that I can do that.  So they are sending us funds. 

 

JuliaMikkaelaQ
QuickBooks Team

how to enter ACH and W9 instructions for a customer to pay us

I appreciate you adding more information about your concern, @PRLI2. I've got some information to share about entering ACH and W9 instructions in QuickBooks Online.

 

Currently, there's no option that you can do to send your account information to the intended recipient. However, it is suggested to establish an internal agreement with them and perform this activity outside of QuickBooks. You can consider sharing your account information using email or any other secure platform. Additionally, you can also create a non-disclosure agreement (NDA) to ensure that the sensitive information shared between both parties remains confidential.

 

On the other hand, QuickBooks is unable to provide a W-9 form for your company. You'll have to download and fill out the Form W-9 manually. Once you have entered all the required information, you can print it out or send it to your customer or tax agency.

 

Moreover, I would like to ask about the Intuit flyer you received. Can you provide more details about this? You can also share a screenshot of this fyler so I can help you in providing a more accurate solution. 

 

Furthermore, you can record and track the funds you receive from your customers or donors. 

 

If you have additional questions about managing donations, please get back to us and let us know. We're here to help. 

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