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tracyleighb
Level 1

How can I resend the email invitation to a contractor to enter their W9 information if the contractor didn't receive or can't find the original email?

On the Documents tab all I see is "Waiting for info." I don't see anywhere that I can take any action such as resending an email.
3 Comments 3
MirriamM
Moderator

How can I resend the email invitation to a contractor to enter their W9 information if the contractor didn't receive or can't find the original email?

Welcome to the Community forum, tracyleighb.

 

I'd be happy to guide you on how to resend the email invite to your contractor. 

 

Here's what you'll need to do:

 

  1. Click the Hamburger icon at the upper left hand. 
  2. Select Workers menu and go to the Contractors tab. 
  3. Click the name of the contractor
  4. At the upper part of the page, hit the Send a reminder link. 
  5. Pick Send

Check out below screenshots for your visual guidance:

W9 Invite 1.jpgW9 Invite 2.jpg

You can visit the Invite a contractor to add their own 1099 tax info article for the detailed step by step process. 

 

That's it! Drop me a comment if I can do anything else for you when re-sending the email invite. I'd be around to assist. Have a great day!

crossfitontrack
Level 1

How can I resend the email invitation to a contractor to enter their W9 information if the contractor didn't receive or can't find the original email?

Hello,

 

Can I get an update as to how to resend an email to a contractor to have them fill our their W-9?  Your tutorial, while excellent, is no longer accurate.  After sending them the email, I have zero options to resend the email or a reminder email.  In fact, it says, if you do not hear from your contractor soon, please reach out to them directly.  What am I supposed to say when I reach out to them!?  They say that they can't find the email or that the link expired.  I need to be able to resend the email to have the fill out their info.  please help!

KlentB
Moderator

How can I resend the email invitation to a contractor to enter their W9 information if the contractor didn't receive or can't find the original email?

Thanks for joining this thread, crossfitontrack.

 

I've checked your posts and found out that you've posted similar concerns twice. Please know that the duplicate one was already answered by my colleague, TirzahC.

 

You can view her answer through this link where she explained the procedures on how you can resend the email to your contractors: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-no-option-to-resend-w9-l...

 

For more tips in tracking the payments you made to your contractors, check out this article: Set up contractors and track them for 1099s in QuickBooks.


Keep me in the loop if you need further help in managing your contractors. I'm always here to assist.

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