Re-send invitation for contractor to enter their Direct Deposit information?

kevin2580 · ‎January 11, 2022

I had a contractor fill out their profile, but they didn't enter their Direct Deposit information. They are now ready to enter it, and the link they have from the initial email says it's "expired", and there is no "resend direct deposit info request" link in their profile. I also tried deleting their contact so they can fully start over, and the only thing I can figure out how to do is to mark them inactive - which doesn't help..

ShiellaGraceA · ‎January 11, 2022

Thanks for getting back to us, @kevin2580. Appreciate the screenshot.

I'll share some information about resending the invite. Once W-9 info is already entered in QuickBooks, you're unable to see the "Send a reminder or Send email" link.

To let your contractors enter their Direct Deposit information, have them update their account. QuickBooks will automatically update it in your QuickBooks Online account.

Here's how:

Sign in to QuickBooks Self-Employed. Use the same account you used to fill out your W-9.
Go to your profile ⚙ icon.
Select Tax profile.
Make changes as needed.

See this guide for details: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

Feel free to also browse this link to help you with 1099s: Understand which contractors need 1099s.

If you have follow-up questions with the contractor's info, drop them below, and I'll be happy to answer them for you. Take care and have a nice day ahead.

View solution in original post

Kevin_C · ‎January 11, 2022

I got your back, @kevin2580. I'm here to make sure you can resend the form to your contractor and enter their direct deposit information.

You'll need to take note that the invitation you sent to your contractor expires after 24 hours. Here's how to resend it:

Go to the Payroll menu and then choose the Contractors tab.
Select Contractor's name to resend the 1099 Form.
Press on the hyperlinked Send a reminder beside the contractor's name.

You can check out this article to learn more about inviting a contractor in QuickBooks Online: Invite a contractor to add their own 1099 tax info.

In addition, you might want to check out these articles to learn how to set up and pay a contractor using direct deposit in QBO:

Drop me a comment if you have more questions about managing your contractors in QuickBooks Online. I'm always here to help. Take care!

kevin2580 · ‎January 11, 2022

Hi-

That link is not there - see attached!

Kevin

ShiellaGraceA · ‎January 11, 2022

Thanks for getting back to us, @kevin2580. Appreciate the screenshot.

I'll share some information about resending the invite. Once W-9 info is already entered in QuickBooks, you're unable to see the "Send a reminder or Send email" link.

To let your contractors enter their Direct Deposit information, have them update their account. QuickBooks will automatically update it in your QuickBooks Online account.

Here's how:

Sign in to QuickBooks Self-Employed. Use the same account you used to fill out your W-9.
Go to your profile ⚙ icon.
Select Tax profile.
Make changes as needed.

See this guide for details: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

Feel free to also browse this link to help you with 1099s: Understand which contractors need 1099s.

If you have follow-up questions with the contractor's info, drop them below, and I'll be happy to answer them for you. Take care and have a nice day ahead.

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Re-send invitation for contractor to enter their Direct Deposit information?