cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How can I resend a request to a contractor requesting for them to fill out W9 information?

 
5 Comments
Highlighted
QuickBooks Team

How can I resend a request to a contractor requesting for them to fill out W9 information?

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.

 

Let's begin:

  1. Go to Workers on the left-hand menu, then Contractors.
  2. Pick the contractor's name.
  3. Click Edit.
  4. Remove Business ID No. (either SSN or FEIN), and hit Save. This way, the system will be triggered to provide a new invite option.
  5. Hover your mouse on Workers, then select Contractors
  6. Next to the contractor's name, press Send email.

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.

Highlighted
Level 1

How can I resend a request to a contractor requesting for them to fill out W9 information?

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?  

 

 

Highlighted
QuickBooks Team

How can I resend a request to a contractor requesting for them to fill out W9 information?

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.

 

Here's how:

  1. From the left menu, click Workers.
  2. Select the Contractor.
  3. Locate the contractor, then click the drop-down under their name, then hit Mark as 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.

Highlighted
Level 1

How can I resend a request to a contractor requesting for them to fill out W9 information?

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?  

Highlighted
QuickBooks Team

How can I resend a request to a contractor requesting for them to fill out W9 information?

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.

Need to get in touch?

Contact us