Get direct deposits from your clients in QuickBooks Self-Employed

Step 1: Set up direct deposit for QuickBooks Payroll

If you haven't already, set up direct deposits for your contractors in QuickBooks Online. You may have already done this for your full-time W2 and W4 employees.

Note: Direct deposits isn't a default feature. You need to set it up. There's a monthly fee for each contractor you add to direct deposit. Learn more about direct deposit and QuickBooks Online Payroll fees.

Step 2: Send direct deposit payments

When you're ready to send a direct deposit, follow "Step 3: Create contractor direct deposit payments."

Step 1: Add your direct deposit info in QuickBooks Self-Employed

After your client adds you to direct deposit, you'll get an email invitation.

1. Open the invite email and select the link.
2. If you already have a QuickBooks Self-Employed account, select Sign in. Or, follow the steps to create a limited QuickBooks Self-Employed account.
   

   Tip: If you sent your client a W-9, you should already have an account.

3. Follow the steps in the email to add your direct deposit or ACH info.

You only need to set this up once. If other clients want to add you to direct deposit, accept their invite. QuickBooks will share your existing info. Don't worry, your client can't see all of your bank info.

Step 2: Receive a direct deposit

Now your client can send you direct deposits. Direct deposit payments go directly to the bank account you set up in Step 1. To review your direct deposit check info:

1. Sign in to QuickBooks Self-Employed.
2. Go to the Clients menu.
3. Select the client who sent you the direct deposit.

Step 3: Update your direct deposit info

Need to change the account your direct deposits go into?

1. Sign in to QuickBooks Self-Employed.
2. Select the profile ⚙ icon and then Wallet.
3. Select Payment Settings.
4. Update your info.

This also updates the info your client has in QuickBooks Online Payroll so they send payments to the updated account.