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LaurenG1
Level 1

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

 
5 Comments 5
Catherine_B
QuickBooks Team

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

I can help you get your contractor's W-9 forms into the system, laurengaston-des.

 

Did you invite your contractors to fill out their forms to add their tax info? You only have two options on how to input your contractor's W-9 info into QuickBooks Online. One is to invite them so they'll be the ones to enter the details for you. The system will then automatically update the info in your account. Second is you'll want to manually enter their personal details while the option to upload a W-9 file is unavailable. 

 

If you performed the first one and your contractors are having issues opening the invitation link, you can let them access the invitation in a private browser. You can let them follow the steps on this link: Invite a contractor to add their own tax info.

 

You can use this link for more details on handling contractor payments: 

 

Let me know if you need anything else. I'll be around to help you. Take care!

LaurenG1
Level 1

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

Thanks! To answer your question - yes, I invited my contractors to fill out their forms to add their tax info., and this is where they experienced technical issues. If I am interested in using the second option -Where do I go to manually enter their personal details?

Kristine Mae
Moderator

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

I'll guide you with entering your contractor's personal details, LaurenG1.

 

Feel free to follow these steps:

  1. Click Payroll.
  2. Go to the Contractors tab.
  3. Select the contractor, then click Add in the Personal details section.
  4. Choose the contractor type, then fill in the necessary fields.
  5. Click Save when done. 

You can also check the article to help you manage your contractors: Add, edit and inactivate contractors.

 

If there's anything else that you need, don't hesitate to let us know. We'll reply as soon as we can. Take care!

Lau7ren
Level 1

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

Hi. I’m a contractor and I have an account with a login and password in selfemployed.intuit.com . Over the past 4 days, I’ve entered my W9 info as instructed. I’ve checked my data entry to make sure that all the data and formatting is correct. Each time, at the bottom of the screen, I’ve tried clicking a green “Next” button and nothing happens. I’ve tried clearing my browser cache. I’ve tried using Safari and Chrome browsers. I’ve tried using a Dell pc and a Mac laptop and an iPhone. I’ve spoken to a customer service person who has sent me to this tech support page.

 

I feel like I’m going #%!%#! crazy. Should I just tell the employer to mail me a W-9 form—as if we’re in the “pre-internet” days— since this Intuit system or Quickbooks system—or whatever it’s called—isn’t working for me?!

 

One more thing, FYI: I don’t want a !#%$! “Virtual badge” to reward me for reading help articles on your tech support page. I want the problem fixed. If the problem cannot be fixed, I want an acknowledgment that this is an issue that cannot be fixed, and then I can be freed to figure out another way to get the task done.

TirzahC
QuickBooks Team

If my contractors are experiencing technical difficulties with the Quickbook platform and can't upload their w9, how do I manually upload their signed w9 for them?

Hi, Lau7ren.


As of the moment, there’s an investigation that takes place regarding W9. We are aware of this circumstance. Our engineers are now working on a fix. However, there’s no specific timeframe for when this issue is resolved.

 

Thou, I would still encourage you to give us a quick call. This way, we'll be able to directly add your contact information to our notification list. Please have our Customer Care representative link your case number to INV-44187. You can follow these steps to connect with us:

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter "Contractor's unable to send their W-9 info" in the description.
  4. Hit the Let's talk button.
  5. Select Start a chat or Get a callback.

Your patience is greatly appreciated as we're working on this matter. I'll be posting any updates from our engineers once they fix this issue.

 

You can refer to this article as your future guide: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

Keep me posted if there's anything else you need or you have additional questions about W-9. I'm always here to offer help.

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