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jcrow1
Level 1

Can you convert the information for a contractor to an employee in Quickbooks? Also, why can't I see the full bank information for a contractor?

 
1 Comment 1
IrizA
QuickBooks Team

Can you convert the information for a contractor to an employee in Quickbooks? Also, why can't I see the full bank information for a contractor?

Hey there, jcrow1.

 

In QuickBooks (QBO), you'll need to create another employee profile in the Payroll menu and then edit the transactions that were made with your contractor. However, before creating a profile for your employee, you'll need to deactivate the contractor first. Right after, you can pull up a report named Transaction List by Vendor and customize it accordingly. As you made some changes, you may need to recreate the vendor payments as paychecks. 

 

Here's how: 

 

Step 1: Deactivate the profile or your contractor

 

  1. Go to the Payroll menu located at the left navigation panel and click Contractors
  2. Select a specific contractor.
  3. Press the Active dropdown and click Mark as inactive

 

Step 2: Create a profile for your employee

 

  1. Under the Payroll menu, click the Employees tab.
  2. Hit the Add an Employee option right beside the Invite to Workforce
  3. Enter the details in the provided field. You can also toggle the Employee self-setup
  4. Press Continue once you're done.

 

Step 3: Run a Transaction List by Vendor to see the transaction that was made with a specific contractor

 

  1. Go to the Reports located at the left navigation panel.
  2. Search for the Transaction List by Vendor
  3. (Optional)Click the Switch to classic view, then press the Customize option.
  4. Under the Filter dropdown, click the Vendor dropdown.
  5. Find the name of your contractor, and tick that. Once done, click the Run report.

 

Step 4: Change the Vendor of that transaction

 

  1. Within the said report, click the transaction under the Transaction Type column.
  2. Under the Vendor dropdown, select the name of your employee.
  3. Once done, click Save and close.

 

In addition, seeing the full bank information of your contractor is unavailable since these details consist of personal info where it needs to be masked for security purposes. You may need to reach out to your contractor and ask them for their bank details. 

 

You may also want to view this material to learn more about how to set up your employee: Add your new employee to QuickBooks Payroll

 

Furthermore, you can also browse the Community articles to see some related topics that may help you in your future transactions.

 

Know that we're always here to help if you need assistance with any QuickBooks-related concerns. Take Care! 

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