When I invite a contractor to enter their tax and bank info, only the tax form shows up on their file. How can I get the bank information that they entered to show up?

Good day, MMF2019. 

I'll walk you through the steps on how you can get the contractor's bank info. Here's how:

1. Go to the contractor's profile in the Workers menu.
2. Proceed to the Details tab.
3. Look for Bank account.

If you can see that the status is "waiting for info", it means that the contractor hasn't provided the bank account details yet. You'll need to notify them to complete the set up so you can start paying them through Direct Deposit. 

Please note that this type of service has a 1-day lead time. This means you need to submit your payroll before 5:00 PM PST, 1 business day prior to payday. See these articles for more details :

• Contractor direct deposit 
• How do federal holidays affect my direct deposit? 

You can always reply below if you have follow-up questions. We're always here to guide and assist you while working in QuickBooks. 

It still says "waiting for info" even though they did fill out the bank info. I also did it with someone next to me to make sure, and the bank info still doesn't show up even though it was entered.  The W9 does show up, not the bank info. 

Allow me to chime in, @MMF2019.

Sometimes when sending invites to customers, employees, and contractors, the information gets stuck in our back end, but the good news is there's an easy fix. You can resend the invite or reminder to your contractor and have them open the email in a private window, then fill out all of their information. This will ensure all of their information comes into QuickBooks correctly, including their bank information. You can send a reminder by following these steps:

1. Go to the Workers tab and select Contractors.
2. Click on the contractor you need to send a reminder.
3. Press the blue hyperlink under the small envelope.

Now the contractor will get a new email reminder and open it in a private browser and fill out of their information. 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

That  Blue Hyperlink does not show up as an option once the contractors have entered all their bank information.   The bank info section also changes from  " Waiting for info" to  "add" which brings you to a screen to manually add the bank information even though they have already submitted it through the QuickBooks invitation form.  Is there a way for me to access the bank information that they entered?

Hi MMF2019,

You'll want to make sure that your contractor has entered all the correct bank information so it will show the Waiting for option. You can manually re-enter the bank information so it will be added successfully to contractor's profile.

Here's an article for more information: Contractor Direct Deposit.

I have added this link in case you have other question about payroll taxes: Employees And Payroll Taxes.

Keep in touch if you need further help. I'd be glad to assist.

The "waiting for" option only shows up to contractors that have NOT entered their bank information. For the contracts that HAVE entered the bank information, it doesn't show that option nor does it show the account information they entered during the process. 

The account number can be entered manually, but how can I  get that information which they already entered through the secure invitation via Quickbooks from our organization?   The w9  does come through but the bank information they enter to be paid via direct deposit does not. 

Hi again, MMF2019.

I've read the entire thread and it looks like all of the possible trouble causes and steps to resolve has already been shared.

In this case, I would recommend contacting our Phone or Chat Support Team. They'll take a closer look at this to check why the bank details aren't showing up even if they're already entered by the contractors.

Here's how:

1. Go to the Help menu and click Contact Us.
2. Let the know that your unable to see your contractor's bank information, then click Let's talk.
3. Select the Chat or Get a callback option. 

Feel free to reply or reach out to us again if you have other questions in mind. It'll be a pleasure to help you again.