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jpalace
Level 1

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

 
5 Comments 5
Mark_R
QuickBooks Team

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

Hello there, jpalace.

 

Yes, you can send an email to your existing contractors to complete their W-9 tax information. Let me walk you through the steps.

 

  1. From the left panel, click Workers.
  2. Select Contractors.
  3. Choose the appropriate contractor.
  4. In your Contractors profile, click the Send email link.1.PNG
  5. In the Send email window, enter the email address of your contractor.
  6. Click Send.2.PNG

Once done, you can repeat the steps for the rest of your contractors.

 

In case you might want to edit contractor payments for 1099 filings, you can check out this article for your future reference: Add or Edit Contractor Payments (for 1099 filings).

 

Just hit the Reply button if you have any other questions. I'll be right here to help.

BradyAustin
Level 1

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

What if I don't have the send email option for the contractor?

BettyJaneB
QuickBooks Team

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

I hope you're doing well today, @BradyAustin.

 

We currently have an ongoing issue regarding the missing Send Email option for contractors. Our engineers are investigating to identify the root cause of this matter so they can apply a resolution.

 

For now, to receive notifications via email once any updates will be rolled out, I recommend contacting our Customer Care Team. They have the tools to add you to the list of the affected users.

 

To reach them:

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

contact us1.PNGContact us2.PNG

Thank you for your patience while this has been worked on.

 

You've got me here to help if there's anything else you need. Just ping me by leaving a reply below. Take care!

Allenmal
Level 1

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

Has this option been resolved. I have signed up with online payroll 2 days ago. I would like to pay my contractor by direct deposit. I am not showing a button where I can email them to invite them to set up their bank account info. Only manually enter it which I do not want to see their personal bank account info. Please advise asap. 

Adrian_A
Moderator

Can you invite existing contractors to enter their W9 tax information? The quickbooks online help only talks about inviting contractors as you add them.

It isn't the kind of experience that we want you to come across, Allenmal.

 

Upon checking, this issue has been resolved. Since you're still unable to invite your contractors to set up their information, I'd recommend reaching out to our Phone Support team. Our agents there can make another investigation about this matter and check to see what triggers the issue.

 

You can follow the steps shared by my colleague to reach out to them.

 

Once everything's fine, you can check this guide on how to edit your contractor's information for 1099 filings:  Add or Edit Contractor Payments (for 1099 filings)..

 

You can always get back to this thread if there's anything that I can help with. Stay safe!

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