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Level 1

If a contractor has separately submitted a W9, how can I either upload it to QBO or turn off auto notifications to them to fill one out?

 
4 Comments
QuickBooks Team

If a contractor has separately submitted a W9, how can I either upload it to QBO or turn off auto notifications to them to fill one out?

You can either enter the info manually or let the contractor fill out the form, Lauren-walczakde. I'm here to guide you.

 

You're unable to upload the form. You'll want to email the contractor the form so they can fill it out. Here's how:

  1. Click Payroll.
  2. Go to the Contractors tab.
  3. Click Add a contractor.
  4. Enter their name and email address.
  5. Tick the Email this contractor to complete their profile box.
  6. Click Add contractor.

The contractor will receive an email from Intuit with an invitation to enter their W-9 information. For more information, you can check this blog: You can do WHAT in QuickBooks? Collect contractor W-9s.

 

You can get back to this thread if you have other questions. Or, you can also tag me. I'll reply as soon as I can. 

Level 1

If a contractor has separately submitted a W9, how can I either upload it to QBO or turn off auto notifications to them to fill one out?

Hello, this did not answer my question. I already have in my possession all contractor W9s. I don't want them to be harassed by QuickBooks to fill one out electronically. How do I turn it off or manually enter the info on my admin account? 

Level 1

If a contractor has separately submitted a W9, how can I either upload it to QBO or turn off auto notifications to them to fill one out?

Hello, this did not answer my question. I already have in my possession all contractor W9s. I don't want them to be harassed by QuickBooks to fill one out electronically. How do I turn it off these emails to them?

QuickBooks Team

If a contractor has separately submitted a W9, how can I either upload it to QBO or turn off auto notifications to them to fill one out?

Thanks for the clarification and prompt reply, @lauren-walczakde.

 

I’m here to share additional details on how to get around this.

 

In QuickBooks Online (QBO), you have the option to send an email to your contractor and let them enter their information electronically. If you’ve already emailed them a request, the option to undo or turn off this option is not available. 

 

Don’t worry though, they’ll only receive one email request. Since you already have their W9's information, you can talk to them personally and let them ignore the email. 

 

Then, to manually enter their information in QBO, you can follow these steps below:

 

  1. Go to the Worker or Payroll menu.
  2. Go to the Contractors tab.
  3. Select your preferred contractor.
  4. From the Details tab, click on the Personal details section.
  5. Select a Contractor type (Individual or Business). 
  6. Enter their information and click Save when done. 3.JPG

You can also refer to this article for more details: Add, edit and inactivate contractors.

 

I’ve also collected this article that you can use for future guidance. This link provides detailed steps on how to file and prepare your 1099 seamlessly: Create and file 1099s using QuickBooks Online.

 

Let me know if you have other concerns managing your contractors in QBO. It’s my pleasure to keep you in working order. Keep safe and stay well.

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