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

How can I resend an invitation to a contractor to complete a W9?

The link I have sent my contractors has expired. There is no option to resend or to send an email.
25 Comments
IamjuViel
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

You've come to the right place, @uservonscoopers.

 

You can resend the invitation by clicking the Send a reminder link from the contractor's page. I can guide you on how to do it.

  1. Go to the Workers tab in the left navigation bar.
  2. Select Contractors.
  3. Click the contractor’s name. 
  4. Choose to send a reminder

Once your contractors received the invitation, I'm adding this article which contains video tutorials to help a user along the process: Invite a contractor to add their own 1099 tax info.

 

Feel free to leave a comment below by clicking the Reply button. I'll be always around to help.

IamjuViel
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

I'm here to ensure everything is flawless, @userbctcsales 

 

Were you able to re-invite your contractors using the steps I've shared? If you need more clarification on this process, just let me know. I'll be sure to get back to you.

Thanks for visiting the Community, wishing you continued success!

sjscompanies2021
Level 1

How can I resend an invitation to a contractor to complete a W9?

I was just trying to do this same thing this evening and followed the directions you provided...however there is no option to resend.  It says:  

We've requested personal details from

[email address removed]

If you don't hear back soon, contact them directly.
 
I contacted this contractor personally and they replied stating that the email says that the link has expired and to contact your employer.
BettyJaneB
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

Let's make the Send a reminder link available so you can resend an invite to your contractor, @sjscompanies2021.

 

If you do not have the option to resend the invite, chances are, the Personal details of your contractor have been completed. The resend email invite will only show if you haven't entered any personal information about the contractor. 

 

If your screen looks like the image below:

 

Then, you'll need to enter the Personal details of the contractor.

 

Here's how:

  1. Click the Waiting for info link. 
  2. Select the Contractor type.
  3. Enter the information needed. 
  4. Hit Save

After that, the Send email link will show up, and you can now resend the invite. This way, they can receive a new link.

 

 

To help you in in preparing and managing your contractors 1099 forms and information in the system, please check out this link: Prepare and file Federal 1099s

 

Keep me updated here on how things turn out by clicking the Reply button below. I'll be here to help get you back to business. Take care!

jordanmelograna
Level 1

How can I resend an invitation to a contractor to complete a W9?

I sent the email for w9 details. The person did not complete the info, but there is no option to resend the link. What can I do?

 

The steps provided in this thread don't work on my account,

Catherine_B
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

Hello there, jordanmelograna.

 

Your contractors can log in to their QuickBooks Self-Employed account and let them use the same login credentials they used to partially fill out their W-9. You can let them follow these steps: 

 

  1. Log in to this link: https://selfemployed.intuit.com/
  2. Go to the Gear icon and select Tax profile.
  3. Let them complete their information and then save it. 

The updates will then automatically sync to your QuickBooks Online account. You can check out this page for more details in handling contractor profile: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

Let me know if you have other questions. Take care and have a great day!

usertenova-contact
Level 1

How can I resend an invitation to a contractor to complete a W9?

None of these solutions for me.

 

Two of my contractors did NOT make an account and I CANNOT resend them an invitation as it says the invitation is "expired."

 

For example, I've send an example of the error they're getting.

 

As I've stated already, I CANNOT resend them an application. Here's what happens when I go to their contractor profile...

 

 

 

 

JamesDuanT
Moderator

How can I resend an invitation to a contractor to complete a W9?

Thanks for joining in on the thread and bring this to our attention, usertenova-contact.

 

We'd recommend contacting our Customer Care Team about this so we can further investigate what is happening. They can pull up your account and provide additional steps so you can send another invitation to your contractors.

 

Keep us posted so we can assist you more in setting up and sending invitation to your contractors.

scdynasty
Level 1

How can I resend an invitation to a contractor to complete a W9?

I'm in the same boat. I've been on the phone with someone who is having to back and forth between this 'customer care team' and myself. I asked to speak directly to them since each time she asks me a question, it takes 5-10 mins to get an answer then we try another step.. I've been on the phone for 30 mins and have gotten no where. What is going on? It never used to be this hard to file my 1099s through QBO. I'm really frustrated.

audrawalsh
Level 1

How can I resend an invitation to a contractor to complete a W9?

I have this same problem. Contractor entered personal details, but did not complete W9. Now the link has expired. How can I resend an invitation to fill out the W9???

Joesem M
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

Hi there, @audrawalsh.

 

You can resend an email inviting them to fill out and submit their W-9 information, you'll have to first update their email address in the Vendors tab. 

 

Here's how:

 

  1. Go to the Expenses menu.
  2. Select the Vendors tab.
  3. Locate and choose the name of the contractor.
  4. In the Vendor Details tab, click Edit.
  5. Update the email address in the Email field.
  6. Click Save.

 

After updating, go to the Contractors tab from the Payroll/Workers menu. Just press the F5 key to refresh the system then send the invitation again.

 

  1. Go to the Payroll/Workers menu.
  2. Select the Contractors tab.
  3. Locate and choose the name of the contractor.
  4. Click the Send a reminder hyperlink above.

 

 Once done, they can either log in with an existing Intuit account or create a free one to securely share their tax info. Once they submit their W-9, you can view and download the form in the Documents tab in the Payroll menu.

 

However, if the above process doesn't work, I'd suggest contacting our Customer Support Team. They have additional tools that can guide you in sending email invitations to your contractors. Just click this article on how to reach them: QuickBooks Online Support.

 

You can check out this article for future reference about the W-9 form and instructions: About Form W-9, Request for Taxpayer Identification Number and Certification.

 

Let me know if there's anything else you need with QuickBooks. I'll be right here to help you. Take good care!

 

hodanadde
Level 1

How can I resend an invitation to a contractor to complete a W9?

I sent to the wrong email address, I have since corrected the email but I am not able to resend it. Please help, this is urgent, thank you. 

 

 

IamjuViel
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

I can help you sort this out, @hodanadde.

 

Let's first make sure to update your contractors email address. Then, resend the invitation by clicking the Send a reminder link from the contractor's page. I can guide you on how to do it.

  1. Click the Payroll or Worker menu.
  2. Choose the Contractors tab.
  3. Double-click on the contractor's name.
  4. From the Details tab, click the Pencil Icon.
  5. Change the email address.

  6. Click Save when you're finished.

Now, you can resend the invitation. Here's how:

  1. Go to the Workers tab in the left navigation bar.
  2. Select Contractors.
  3. Click the contractor’s name. 
  4. Choose to send a reminder

Once your contractors received the invitation, I'm adding this article which contains video tutorials to help a user along the process: Invite a contractor to add their own 1099 tax info.

 

The Community is always here to help get your back to running your business as smoothly as possible. Let us know if you have other questions or concerns by clicking the Reply button. I'll be always around to help.

alyb24
Level 2

How can I resend an invitation to a contractor to complete a W9?

I am having the exact same problem. I am able to change the email address but when I get to step 4 to resend, that option does not show up on my contractor profile. PLEASE HELP!

alyb24
Level 2

How can I resend an invitation to a contractor to complete a W9?

What should you do if that "resend invite" does not appear? My contractor is experiencing these same difficulties trying to log in to workforce and can't access it and I can't find a way to send another invite. 

DivinaMercy_N
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

I'm here to help, @alyb24.

 

You will have the option to resend the invitation if the personal details of the contractors have not been completed. Let me guide you on the process:

  1. Go to Payroll then Contractors.
  2. Click on the contractor's name.
  3. Select Send a reminder.

 

If the issue persists, I recommend contacting our technical support team. This way, they can further investigate the root cause of the issue and provide an immediate fix. Here's how:

  1. Go to the Help menu.
  2. Click Contact us.
  3. From the question box, enter a Cannot resend invite for a contractor.
  4. Hit Continue.
  5. Choose either Chat with us or Have us call you.

 

For your reference, please see this article: Invite a contractor to add their tax info

 

You can also seek self-help articles on our QuickBooks help articles page to help you get your QuickBooks task done in no time. 

 

If you need further assistance sending invite for your contractors in QBO, please leave a response below. I'm always around to help. Have a good one. 

alyb24
Level 2

How can I resend an invitation to a contractor to complete a W9?

Thank you. I’ve chatted, called twice and both contractors have also called and chatted many times. Everything has been incredibly unhelpful. It’s very frustrating at this point.

JonpriL
Moderator

How can I resend an invitation to a contractor to complete a W9?

I wish I could make it better, @alyb24.

 

As of the moment, there isn't an integrated way of sending another reminder letting your contractors enter their personal information.

 

That said, let's consider deleting the existing profile of your contract and recreating it as a new one so you can send the email for their personal information.

 

In the same manner, here's an article you can read to learn more about setting up your contractor's profile: Invite a contractor to add their tax info

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Online Payroll.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

lsebring
Level 1

How can I resend an invitation to a contractor to complete a W9?

Did you ever find a fix? I'm having the exact same problem. I can't even try resubmitting their email address because that part of their details is grayed out for me. I can't click on that part. I have all of her details saved which is perhaps why there's no option to send a reminder email. But when I go to the documents tab it says "waiting for info." Nothing for me to click on there. And of course her link to submit info has long expired. I thought about deleting her in the system but the only option is to make her inactive, which I'm guessing would make things complicated if I added a new contractor with her exact same name and info. What's my best plan of action here? Thanks.

SarahannC
Moderator

How can I resend an invitation to a contractor to complete a W9?

Hello there, lsebring.

 

I can see how important to get this resolved on your end. Since you're unable to resubmit the link to your contractors, I'd still recommend getting in touch with our support team to further investigate this matter. Still, you can follow the steps provided above. Our team support will be able to pull up your account and see what's going on and screen-share with you if necessary. 

 

After looking at your account., they'll let you know the best thing to do in this situation. You may want to check these articles for additional details:

 

 

Please let me know how it goes. You can always go back here and post other questions below. Take care and stay safe.

nble
Level 1

How can I resend an invitation to a contractor to complete a W9?

I get no link to chat or talk to someone from help

nble
Level 1

How can I resend an invitation to a contractor to complete a W9?

After reading a whole bunch of posts, NOW i find one that says the feature does not exist.

Why not just PUT THAT ONE at the top.

Mark_R
QuickBooks Team

How can I resend an invitation to a contractor to complete a W9?

Thank you for posting here in the Community, @nble.

 

Allow me to provide additional information about resending an email invitation to your contractors.

 

When your contractor doesn't receive an email invitation, QuickBooks allows you to resend the invitation. It seems that the option isn't showing on your end, I highly recommend reaching out to our QuickBooks Support Team. This way, they can further check this matter and create an investigation ticket if most of the QuickBooks users are experiencing the same.

 

To reach them, please follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
  4. Hit Contact Us.

 

You can also check out this article for another way of contacting them and its support hours: QuickBooks Online Support.

 

Just in case you want to learn how to create paper checks to pay your contractors, feel free to read this article for more guidance: Pay a contractor with a paper check.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

kellyjohill
Level 1

How can I resend an invitation to a contractor to complete a W9?

I received an invitation to fill out W-9 and established an intuit account but it says the invite is expired and my employer says he has tried to use the Send a reminder, Go to Workers, Select Contractor name and Send reminder directions, but it no longer permits that function.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us