How can I invite contractors to set up direct deposit? I currently do not see a way to do this via the vendors nor the contractors pages.

Hi there, carolyn15.

To start using direct deposit (DD) make sure that:

• The direct deposit set-up is complete.
• You have 1 bank account assigned to use for all DD transactions only. The use of different funding bank accounts is not possible.
• You have an active subscription to any version of QuickBooks Online Payroll. If you have inactive W-2 employees or no employees at all, you still need to have a subscription to pay contractors with direct deposit.

Here's how to set up your constructors for DD:

1. Click Workers at the left panel. Then choose Contractors tab.

2. Choose the contractor's name. The drop-down for Pay with direct deposit will show if the bank account is already added to the contractor's profile.

3. Click the Add bank.

4. Enter the contractor's bank account information, then choose Save.

Please check this article for additional information on how to set up your contractors for DD and the timing and the process in using DD: Contractor direct deposit.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Okay, but it says there's an option to have the contractor get an email to fill out the bank information themselves.  How do you do that?  

I'll show you how to invite contractors and let them enter their bank details, jefferyc23.

You can invite your contractor to provide their W-9 business and bank account information to you. Let's ensure first that you've subscribed to pay contractors via direct deposit. When you add a contractor, select the checkbox stating Email the contractor to complete their profile and they'll get their own account to safely share their personal details. 

After that, your contractors will receive an email and be invited to create a QuickBooks Self-Employed account. Let them click the Set up Direct Deposit button and they'll be routed to create a free account. Once they have completed the setup, you'll receive an email confirmation that the contractor's info is now in your QuickBooks Online account. 

These contractor articles will help you set up and manage contractor tax forms and payments. 

• Pay a contractor with direct deposit
• Invite a contractor to add their own 1099 tax info
• Prepare and file 1099s using QuickBooks Online

I'm just here to help you if there's anything else that you need assistance with. You take care always and have a great day!

Can you send an invite to a contractor that is already in the system? All of the directions show how to add a new contractor but I already have all of my contractors in the system and I want to add direct deposit for them. I can add their bank account manually but I would like them to be able to log in and add their bank account details themselves. Please advise

Hey there, @sjnetherton. 

Thanks for chiming in on this thread. I hope your day is going well so far. 

Since they are a contractor that's already in the system, you'll need to manually enter that information for them. 

If this is a feature you'd like to see in product in the near future, send our Product Developers some feedback so they can consider this. 

Feel free to come back if you have any other questions. We're always here to have your back. Have a good one! 

I am concurring. It needs to be a feature!

To use direct deposit, you'll need to connect a company bank account. Once that’s set up, you can invite your contractor to submit their W-9, along with their business and bank account information, Bilbocountings.

Your contractors will receive an invitation to create a QuickBooks Self-Employed account, where they can easily manage their contractor profile and track payments received.

On the other hand, if these are existing contractors in the system, you'll need to manually enter their information. You'll  also want to submit feedback to let our product team know how this is useful for your business. To do so, follow the steps outlined below:

1. Go to the Gear icon , then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

Additionally, to see all your contractors that need 1099, learn how to run reports  to get information about 1099 payment totals. I've added this article for more details: Create 1099 Reports in QuickBooks.

If you have any more questions or other concerns about your contractors direct deposit, feel free to reach out. Your feedback is important, and we're here to help!

I have just read through the thread because I have the same question. It seems to me to be a large oversight that QuickBooks does not have a means by which one can send a Contractor an invite to add direct deposit banking information after they have already been added.