Upload Form W-9 to QuickBooks Online

Before you begin

• You’ll need a completed Form W-9 from your contractor or vendor saved on your computer.
• We support PDF, JPG, and PNG.

Upload a W-9

1. Follow this link to complete the steps in product
2. Select Gather recipient tax info.
   • You’ll see a list of vendors we recommend to give a 1099 and which ones are missing info to complete the 1099 form.
3. Select Import W-9s.
4. Select Select file or drag and drop your W-9 forms. You can upload up to 10 W-9s at a time.
5. Select Continue.
6. Review the information. The data highlighted in green will be updated.
7. Double-check the info and select Edit ✎ to make any changes.
8. Select Save.
9. When you’re ready, select Done with list.

What happens after you upload

Once it all looks good and you save, we’ll replace the info in your contractors’s profiles with this new info.

Troubleshooting upload errors

There are 2 reasons why you may get the message "No W-9s found":

• Formatting, handwriting, or other clarity issues
• The contractor doesn’t exist in QuickBooks. Be sure your contractor is tagged to track 1099s in their profile.

Related links

• About Form W-9, Request for Taxpayer Identification Number and Certification
• Create, and e-file your 1099s in QuickBooks Online