Good morning, @DRTC. I hope you're having a great week so far.
I'm here to help you resend a request to your contractor for them to fill out the W9.
That should do the trick! For more information on Contractors and their W9 in QuickBooks Online, click here.
Let me know if you have additional questions. I'm always here to help.
I found this post when searching for a solution to the same question. However, when I try to save the vendor file without a Social or EIN, an error message prevents me from saving the file as that is a required field. Please help?
Hello there, @crm46.
You can only send an email invitation during the initial set up in QuickBooks.
You'll need to update the email address from their profile. However, you can't re-invite them to complete their W-9 information. You can add them again as a new contractor and make the other one inactive.
Additionally, if you have a transaction to that contractor, you'll want to reallocate those transactions before inactivating it.
Just in case, I'll add this article for future reference: Invite a contractor to add their own 1099 tax info.
Keep me posted if there's anything else you need or you have additional questions about W-9. I'm always here to offer help.
Thanks so much for the response! I will keep that in mind, especially if there are no transactions. With my current case, however, I did have quite the payment history this year before discovering the problem with his EIN. So, I tried adding a new contractor, adding a middle initial so that the record would add without getting the duplicate record error. Then, I sent the W-9 request with no problem. And lastly, I merged my two vendor records back together. Now, I'll just have to see if he fills out the invitation form. I can see on the vendor record that it shows the email request was sent. Hopefully this will work?
Yes, that should work, @crm46.
That's a great trick to do it. When you merge vendors, all your data moves to the vendor you want to keep.
You can check out this article for future reference about W-9 form and instructions: About Form W-9, Request for Taxpayer Identification Number and Certification
Please let me know if you have other concerns. Have a good day.