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usernatalie
Level 1

How do my contractors add their bank info for direct deposit? The only option I see is a manual option on my end, not theirs.

Coming from Gusto, my contractors can enter their own bank info from the account they have to create. My contractors on QB say they don't have that option and that I have to do it.
3 Comments 3
JasroV
QuickBooks Team

How do my contractors add their bank info for direct deposit? The only option I see is a manual option on my end, not theirs.

 Allow me to share some insights about paying your contractors through direct deposit, @usernatalie.

 

QuickBooks Online (QBO) allows you to send an email invitation to your contractor to add their own tax information. The option to have your contractors enter their bank information for direct deposit isn’t available. 

 

As a way around, you’ll need to ask them for the information and manually enter it on your end. Once they provided you their bank information, here’s how to enter it in your QBO account:

 

  1. Go to the Payroll menu.
  2. Select Contractors.
  3. Locate and select your preferred contractor.
  4. Click the Bank account field.
  5. Enter their account information and click Save when done. 1.JPG

Once done, you can now pay your contractor through direct deposit.

 

I can see the importance that this feature can have for your business. Rest assured our Product Developing team is always looking for ways to make the product work the way your business needs. To stay updated on the latest news and enhancement about QuickBooks, visit our QuickBooks Blog page for reference.

 

Let me also share with you this link that can walk you through the steps in filing your 1099’s effectively in the future: Create and file 1099s using QuickBooks Online.

 

Please let me know if you need further assistance managing your contractors, it’s my pleasure to help and keep you in working order. Have a great day and keep safe.

99ProbsAndThisIsOne
Level 2

How do my contractors add their bank info for direct deposit? The only option I see is a manual option on my end, not theirs.

Thing is, I've definitely had other contractors enter their bank account info for QBO. But now it seems not to exist? Has this feature been disabled? 

Further, I see no way to send email to contractors to enter their 1099 info at all. Nearly every forum response talks about adding NEW contractors, but I'm needing to update contractors who already exist. (And no, not their name or address or other basic info that shows up in the "edit" panel.) 

 

It is **not secure** for them to just put their bank account numbers in a personal email, and frankly it's embarrassing for me to ask them to do so or to explain why, in 2022, I need to take this info manually over the phone. 

Please advise. 

MirriamM
Moderator

How do my contractors add their bank info for direct deposit? The only option I see is a manual option on my end, not theirs.

Hello there, @99ProbsAndThisIsOne. Thanks for joining the thread and providing detailed information about your issue.

 

I've replicated your concern on my sample file, but it doesn't give me the same result as you. 

 

To isolate the problem of why the Edit option for your contractor isn't available, let's do some basic troubleshooting steps by accessing your QuickBooks Online via an incognito browser. This doesn't use the existing cache files, which makes it a good place to test if there's an issue with the browser.

 

Here's how:

  • Press the Ctrl + Shift + N (Google Chrome) keys on your keyboard.
  • Press the Ctrl Shift P (Firefox or Internet Explorer) keys on your keyboard.
  • Press Control Option P (Safari) keys on your keyboard.

 

After that, try to edit the contractor's info again by following the below steps:

  1. In the left menu, click Payroll or Workers.
  2. Go to the Contractors tab.
  3. Locate and click the contractor you want to update from the list.
  4. Click the Details tab.
  5. Select the Personal details section.
  6. Edit the information you want to change.
  7. Click Save.

 

If it works, go back to your default browser and clear cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information.

 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on maybe have a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

Then, to enter your contractor's bank account information, you can follow your suggestion to call them and get their bank account information which is the:

  • Account type (chequeing or savings).
  • Routing and account numbers (the contractor can get these from a sample check).

 

For more tips about managing contractors in QuickBooks, I recommend checking out this link: Add, edit and inactivate contractors

 

I'm also adding this article about tracking contractor payments: Set up contractors and track them for 1099s in QuickBooks.

 

Reach out to me if you need any help, or something else is going on. I'm here to make sure you're taken care of.

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