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

How do I resend the email to an independent contractor requesting W-9 information?

 
3 Comments
MariaSoledadG
QuickBooks Team

How do I resend the email to an independent contractor requesting W-9 information?

Hi juliammattson,

 

Let me guide you through the steps on how to resend the email to your contractor.

  1. On the left panel, hover your mouse on Workers and click on Contractors.
  2. Select the contractor's name
  3. Click Edit.
  4. Remove Business ID No.(this can be either SSN or FEIN), and clickt Save. This way, the system will be triggered to provide a new invite option.
  5. Hover your mouse on Workers, click on Contractors
  6. Select the contractor's name
  7. Click Send email.

For future reference, please check this article if you might want to invite a contractor to add their 1099 tax info: Invite A Contractor To Add Their Own 1099 Tax Info.

 

Reach out to us if you need further assistance. We'll always be right here to help.

spbykatie
Level 1

How do I resend the email to an independent contractor requesting W-9 information?

When the business ID is removed it will not allow you to save

FritzF
Moderator

How do I resend the email to an independent contractor requesting W-9 information?

Thanks for joining this conversation, @spbykatie.

 

In QuickBooks Online (QBO), the system will only send an email invite during the initial set up. You can update the email address from their profile but you can't re-invite them to complete their W-9 information. As a workaround, you can add them again as a new contractor and make the other one inactive.

 

To make them inactive, please refer to these steps:

 

  1. In QBO, go to the Workers menu at the left pane to get to the Contractors page.
  2. Locate the contractor, then click the drop-down under their name, then pick Mark as inactive

 

Just in case, I'll add this article for future reference: Invite a contractor to add their own 1099 tax info.

 

I want to make sure everything is taken care of for you, so please let me know if you have any other issues or concerns. I'll be here to help. Have a great weekend!

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