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Cents4you
Level 1

Where do you add bank info to setup using QB Contractor "payroll" service for the first time?

 
4 Comments 4
Mark_R
Moderator

Where do you add bank info to setup using QB Contractor "payroll" service for the first time?

Hi there, @Cents4you!

 

Let’s go to your contractor's profile and add his/her bank information from there. Let me guide you how.

 

  1. From the left menu, click Workers, then select Contractors.
  2. Under the price, select Get Started.
  3. Click Set up direct deposit.
  4. Click Add bank.
  5. Enter the bank account information.
  6. After entering bank information, a test transaction must be entered to verify bank account on the file.

You can read this article for more information and for your future reference: Contractor Direct Deposit.

 

Feel free to leave a comment below if you have any other questions. Have a good one!

kserra77
Level 1

Where do you add bank info to setup using QB Contractor "payroll" service for the first time?

I don't see a setup direct deposit button. 

kserra77
Level 1

Where do you add bank info to setup using QB Contractor "payroll" service for the first time?

I definitely don't have the Payment Details option on my screen. How do I view that to edit the contractor's bank account info?

BettyJaneB
QuickBooks Team

Where do you add bank info to setup using QB Contractor "payroll" service for the first time?

Good to have you here in the Community, @kserra77.

 

I'm here to help and share some information about setting up direct deposit for contractors in QuickBooks Online. 

 

To pay your contractors through direct deposit, you'll need to activate your direct deposit feature on your QuickBooks. 

 

Let me guide you how:

  1. Go to Workers from the left menu.
  2. Select Contractors.
  3. You’ll see a banner that reads “Pay contractors with direct deposit”.
  4. Click Check it out button.
  5. Click on Turn on Direct Deposit.
  6. After that, you need to activate your direct deposit by clicking the Get started button.
  7. Click Set up direct deposit.
  8. Choose the Add bank hyperlink to enter your banking credentials.
  9. After entering bank information, a test transaction must be entered to verify bank account on file. No need for bank verification if you bank with one of our eight partners listed in the Enroll in direct deposit article.

I've attached some screenshots below to guide you through the steps:

dd1.PNGdd2.PNGdd3.PNGdd4.PNG

 

Once you've verified the bank account, you can now pay your contractors via direct deposit.

 

Here's how:

  1. Go to Workers from the left menu, then select Contractors.
  2. Select Write check drop-down on the contractor you would like to pay, then select Pay with direct deposit.
  3. Enter payment amount and select a Category for that payment. You can also add description for that amount.
  4. Select a Corresponding account in QuickBooks.
  5. Total amount will display at the bottom next to Pay
  6. Select on Pay.
  7. A confirmation message will pop up. Select Yes, let's proceed to confirm payment.
  8. Contractor payment details will show.
  9. Select Close.

To learn more about direct deposit for contractors, please check out this article: Contractor direct deposit.

 

However, if you need additional assistance with this process, feel free to reach out to our Customer Care Team. You can reach them through the contact information found in this link: Contact the QuickBooks Online Customer Support team.

 

These resources should help you pay your contractors using direct deposit, @kserra77.

 

Be sure to let me know how else I can empower you to make QuickBooks work the way your business needs. Thanks for coming to the Community, wishing you continued success.

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