I completed your recomended steps but the email doesn't show to resend.  What is another option?  I have added their personal info but I don't know how to proceed in order to resend it to them to complete their W9.  Thank you 

Hello NADR!

Thanks for joining us here. Let me assist you in completing the W-9.

Once the contractor clicked the invitation link in the first email, the option to resend will be no longer be available cause it's considered accepted already regardless if they completed the setup or not. You'll want to contact your contractor to get their info and enter them into QuickBooks Online to complete the setup.

Another workaround is to create a new contractor profile so you can send a new email. Just make sure to make the old profile inactive first.

I've added this link that you can check. This helps you to prepare and submit the 1099s in QuickBooks Online: Create and file 1099s using QuickBooks Online.

Keep your posts coming if you need more help. Take care always!

So how can they complete it?  It is saying it is expired.  Please advise.  

We'll have to send a new invite to your contractor, NADR. I'll show you how the way.

To send a new invite, I'd suggest adding them as a new contractor. Before proceeding, you'll have to inactivate the old one to avoid duplicates.

Here's how:

1. Go to the Payroll menu.
2. Select the Contractor tab.
3. Locate the contractor that needs to be inactivated.
4. Click the name.
5. Under the contractor's name, click the Active drop-down arrow.
6. Choose Mark as inactive.
   

Once done, you can now re-create the contractor. 

1. From the Payroll menu, select Contractors.
2. Choose Add a contractor.
3. Enter the contractor’s name and email in the fields provided, then select Add contractor.
4. Once done, we’ll send an email to your contractor. 
   

For more details about inviting your contractor, please see this article: Learn how your Contractors can Add their Own 1099 Tax Info.

Additionally, I've included these articles that'll help you stay informed about managing your contractors in QuickBooks Online.

• Add or Edit Contractor Payments
• Pay a Contractor with Direct Deposit
• Create and File 1099s using QuickBooks Online

I'm only a post away if you have more questions about sending invites to your contractors in QuickBooks, NADR. It's my priority to get this resolved.

Followed your instructions and there is not an email to resend the email.

Thanks for joining this thread, @maryann17.

I appreciate you following the steps shared by my colleague above. Allow me to jump in and ensure you're able to resend an invitation to your contractor in QuickBooks Online (QBO).

Since you're still having the same issue after performing those steps, let's log into your QBO account using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) issue.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once signed in, try to send the invite again to double-check. If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

I'm also adding these articles that tackle managing contractors in QBO:

• Add or Edit Contractor Payments
• Pay a Contractor with Direct Deposit
• Create and File 1099s using QuickBooks Online

For tips and other resources, you may visit our website for future reference: Self-help articles.

If you have additional questions about contractors or anything else QuickBooks, don't hesitate to leave a reply below. I'll be here to answer them. Have a great day.

I find it troubling you commented this over two years ago, I have this same problem, and there was never a followup to this clearly fake customer satisfaction survey

I followed these instructions but once I entered dummy data in the contractor's profile, the link to send a reminder did not appear as you said it would. Instead, the "If you don't hear back soon, contact them directly" is gone with nothing in its place. How else may I get the link to appear?

Hello, WV224. 

Have you tried opening your account and send invitation using a incognito/private window? This is to isolate the latency issues you've experience when sending a reminder.
 

Also, the invitation sent by the employer expires after 24 hours. To make sure you won't get an error, please ask them to resend it.   

However, If you've already followed the step provided above and still no option to send a reminder, I recommend contacting our QuickBooks Online support. This way, they can determine why the option to send a reminder isn't available. They can run a remote-viewing session that can help narrow down this issue.

Here's how: 

1. Click the Help button. 
2. Pres Contact Us.
3. Enter your concern, then select Talk to a human.
4. Select from Start messaging or Get a callback. 

For additional reference about inviting contractors to securely enter their tax info, please refer to this article: Invite a contractor to add their own 1099 tax details.

I'll be here if you need additional support in QuickBooks or if you need anything else. I'm always ready to help. Have a great day!

This process doesn't appear to apply to my client

Hey there, mlzpay.

Allow me to assist and guide you in the right direction. I won't be able to check your account without the contractor's information because the Community is a peer-to-peer forum. It is best to contact our QuickBooks Support for security reasons.

Agents have the necessary tools to help and resend the invitation on your behalf. To ensure we address your concern on time, check out our support hours. Here's how to get in touch or chat with us:

1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a  brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Chat with us.

We can look up references in the articles listed below. These will give us more information about adding contractor tax information as well as answers to frequently asked questions about 1099s: 

Invite a contractor to add their own tax info.

Get answers to your 1099 questions.

If you have any further questions, please let me know. I'm always available to assist you and provide additional assistance. Have a fantastic day!

It’s is absolutely horrible that we even pay for QuickBooks. This service is seriously lacking. None of the above options work and now I have 23 inactive contractors just trying these copy and paste solutions here. It’s an absolute shame that no one can see that company’s are in need of a solution and yet none is provided but hey thanks for the payment! If I did this to my clients I would not be in business very long!

Sent myself a invite links 30secs later it has expired. This is a joke and really make me as a company owner look incompetent.

I want to ensure this is taken care of, @Unhappycustomer111.

I'd recommend reaching our Customer Support Team for further help and investigation. Also, they can pull up your account in a secure environment and initiate a screen share to look closely into this matter. 

Here's how:

1. Go to the Help icon.
2. Enter your concern, then select Talk to a human.
3. Choose either Start messaging or Get a callback.

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

To learn more about inviting a contractor in QuickBooks Online, please check out this link: Invite a contractor to add their own 1099 tax info.

Let me know if you need further assistance inviting your contractor again or need help filing their 1099 in the future. I’ll be more than happy to help you. Take care and have a good one.

I am having the exact same problem.  I have 50+ contractors that cannot get their info set-up completed.   You have known about this issue for over 2 years now and still haven't fixed it. This is NOT a user problem; it is a software problem that you know exists and are refusing to own and correct. I have read multiple threads on this exact issue with the exact same responses from the techs answering the questions that DOES NOT WORK and then being told to call in only to be sent the same articles read in the threads (and tried) that DO NOT WORK.

If you are wanting to send companies that use multiple contractors elsewhere, this is a GREAT plan.  If you want to keep us, then you need to own up to the issue and fix it.  This is an unacceptable issue that you have known about for two years.  Enough deflecting and finger pointing.  Either fix the problem or lose me as a customer. TWO YEARS to fix a simple issue of adding "resend invite" is terrible customer service. 

Wow, it sounds like this is still a problem, despite so many people having difficulties with this. I'm having the exact same problem – triggered the email to contractor, they let the link expire, and there's no way to re-send the email. The suggestion above about filling in their details defeats the purpose, since it doesn't let you leave fields like social security number blank, and that's part of why we're sending the automated email in the first place.

It also doesn't seem possible (or at least obvious) to delete and recreate the contractor or I would just do that. I'm just going to have to get the W9 manually, but I'll be weary of using this feature again until this is fixed.

Thanks,

-Jim

I don't see the "Workers" tab in the menu in quickbooks online. Is there a different way to go about this?

Welcome to the Community, @ChicagoCarpenterGuys.

Let me share information about the Workers tab in QuickBooks Online.

The Workers menu is now Payroll. A new name with the same great features for you to take care of payroll for your employees and contractors. You can also access payroll-related resources like workers’ compensation, benefits, and HR tools to help manage and grow your workforce.

If you can't see the Workers menu, you can look for Payroll from the left menu and then choose Contractors.

If there is no Payroll, you can clear your browser's cache.

The stored files in your browser are typically the source of unexpected behavior or failures in QBO. Your cache saves the files from many websites you visit, so you can quickly load the pages the following time. The browsing speed of websites like QBO may be impacted if the cache is retaining too much data.

It's a good idea to check for issues brought on by a full cache when browsing anonymously because doing so prevents the cache from recording your browsing data. You may also try to use other browsers.

• Chrome: Press Ctrl + Shift + N
• Internet Explorer and Mozilla Firefox: Press Ctrl + Shift + P
• Safari: Press Command + Shift + N

If the steps above will not work, you can use supported browsers as an alternative.

If the given procedures are successful, I advise you to clear the cache in your browser to avoid utilizing outdated forms, safeguard your data, and improve the performance of our programs on your computer.

If the issue persists, I recommend contacting our Customer Care team. You can request a screen-sharing session so they can investigate further the reason for this issue.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select the Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.

You can then choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

You'll also want to customize your reports in QuickBooks Online to personalize them: Customize reports.

Let me know if you have questions about navigating QuickBooks Online. I'm always here to help. Have a great day.