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jeffb73
Level 1

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

I have hard copies of my contractor's w-9, but realized that quickbooks online can send them an email to digitally submit it. Can this be done with existing contractors already setup?
5 Comments 5
MarkAngeloG
QuickBooks Team

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

Hello there, Jeff.

 

Let me guide you in handling your contractor's W-9 form. If you already have the W-9 hard copy of your existing contractors in your QuickBooks Online account, you can let your contractor submit their W-9 info. We'll email your contractor, inviting them to complete and submit their W-9 info.

 

You can deactivate the previous contractor if your contractor can't find the email to complete their W-9 info and set up a new one. However, doing this may affect transactions assigned to that contractor, and you'll need to modify them to transfer to the newly made contractor.

 

If you want to consider setting up a new contractor profile again, you can follow these steps:

 

  1. Go to Expenses, then select Contractors.
  2. Click Add a Contractor.
  3. Ensure that the checkbox to Email this contractor to complete their profile. They’ll get their own account to safely share their personal details is checked.
  4. Enter the Name and Email.
  5. Click Add Contractor.

 

Once your contractor finds the email and setup the account, their Form W-9 will be available in your QuickBooks Online contractor's documents.

 

Furthermore, you can learn how to set up contractors to track them for 1099s.

 

Let me know if you have additional concerns about setting up contractors in QuickBooks Online. I'm here to assist you anytime.

ndingwell
Level 2

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

So, I have an established contractor, there is no option to send the email in their profile an invite to fill out a w9 or change direct deposit information. Where do I find it?

ChristineJoieR
QuickBooks Team

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

I'll deliver details into how your contractor receives and fills out their w9 in QuickBooks Online Payroll, Ndingwell.

 

Once you enter the vendor's name and email, QuickBooks will send an invitation to fill out a W-9 and provide their bank account information.

 

They can complete their profile and submit a signed W-9 online anytime. Once they finish, their information will saved on the contractor's and employer's accounts. You can visit this page for additional knowledge: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

However, if you want to add their bank account details yourself, please follow the steps below:

 

  1. Navigate to Payroll and choose the Contractors.
  2. Pick the existing contractor to add or edit bank info.
  3. Choose a Bank account.
  4. Enter the following: Account Number, Account Type, Routing Number, The account holder's Phone Number, Account holder's Full Name.
  5. Once done, press the Save button.

 

In addition, here's an article that will guide you through paying your contractors via direct deposit or checks:

 

 

If you have more topics concerning your vendors in QuickBooks Online Payroll, let me know by adding them below. We'll be here to guide you.

toneycrew
Active Member

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

I have 14 existing contractors on my QuickBooks, with all their information for 1099's. I do NOT want to "deactivate" them and set them up as new! as this will "may affect transactions assigned to that contractor, and you'll need to modify them to transfer to the newly made contractor" 

 

 Please add a button to send email requesting them to fill out the W9 !

Jayson_E
QuickBooks Team

Can quickbooks online send an existing contractor that was manually added sign on credentials and the ability to upload their digital w-9?

Currently, the option to send an email invitation to existing contractors to fill out their W-9 forms without deactivating and re-adding them is unavailable in QuickBooks, toneycrew. I'll add the details below.

 

The information collected from 1099 forms is similar to what is required for W-9 forms, as both involve tax identification and payment details. However, having the option to send email requests to existing contractors to file their W-9 forms would be beneficial for your business. We value your input and encourage you to share your insights and suggestions with our product engineers.

 

Here's how:

 

  1. Go to the Gear icon in the upper right corner.
  2. Under the Profile column, choose Feedback.
  3. Enter your feedback suggestion.
  4. Click the Next button.

 

Stay up-to-date with the latest product developments by visiting Intuit's Product Updates page.

 

You can also refer to this article to track your historical tax filings and payments: View your previously filed tax forms and payments.

 

Your tax filing management matters to us. If you have more questions about W-9 forms, hit the Reply button, and we'll get back to help you out.

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