Level 7

Question

When paying a Contractor with Direct Deposit, is it possible to have the payment's memo (or details) included in the email sent to the Contractor regarding their payment?

Forum|Forum|7 years ago
January 3, 2019
14 replies
59 views

No text available

QuickBooks Online

PreciousB

Level 6

Greetings eric-lauseng,

Let me share some details about the confirmation email for the contractor's direct deposit.

The confirmation email includes the amount, category, description and payments details. Right now, we are unable to add the payment's memo on it. Though, you can add the payment details on Description field (see screenshot below).

Please check this article for more details about contractor direct deposit: Contractor direct deposit for QuickBooks Online Payroll and QuickBooks Full Service Payroll.

I also believe that being able to add the payment details on the contractor's direct deposit confirmation email would help many customers.

I've passed your thoughts to our Product Developers so they’ll consider adding this option. I'd appreciate it if you could also send this as feedback to our product engineers. Your input would be a big help in getting this implemented.

Here’s how:

To send feedback in QBO:

Click the Gear icon.
Choose Feedback (see the screenshot below).

Please reach out to me if there is anything else I can help you with. I'll always be here to assist you.

M

MicahAURI

Has this been fixed or addressed yet?

I'm trying to assist my contractors in viewing the payment description from their end. What's the best way to lead them through this?

R

ReymondO

Moderator

Thanks for joining this thread, .

For now, the option to add payment description in the email being sent to your contractors isn't available in QuickBooks Online Payroll. I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

In the meantime, you can send an email to your contractors outside of QuickBooks. Then, manually add the payment description on it. This way, they can view its information.

You can also look for vendor/contractor management-related apps in the App Center. Just log in to your QBO Payroll account and select Apps in the left right-hand corner. Then, look for the app in the Search bar.

In addition, you can run the Transaction List by Vendor report in QuickBooks. This will show you the list of transactions grouped by vendors. Simply go to Reports and search for the Transaction List by Vendor report.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you.

J

JordanLBray

Yes, contractors must know what each payment is for, the "memo" and "description" fields should show on any direct deposit payments. It was a big oversight not to include this.

Please have the developers look into this -- It will save all your Quickbooks users hours of time and effort every month! Thank you, be well

A

abe_lincoln

Has QuickBooks added this feature to have detailed reports sent to the client instead of just the amount?

Any updates on this?

A

Angellreo

I don't see any recent replies. Are the contractor's getting an email when their payment is processing?

A

AbegailS_

Level 6

Hi there, Angel.

I'm here to share some details on how your contractor receive notification of their payment.

Contractors can view their payments by inviting them to make their own accounts in QuickBooks Online (QBO). This process is available if you use direct deposit to pay the contractor.

However, if you use a service outside QuickBooks, you must send a copy of the payment for them to view.

Let me provide a brief description of the steps on how to invite a contractor:

1. On the left panel, click the Payroll tab.
2. Select Contractors.

3. Click the Add a contractor.

4. Fill in the Name and Email fields.

5. Click the box to the lower right of the Email field to invite your contractor, who can then create their own account.

6. Click Add contractor.

Once done, wait until your contractor accepts the invite and fills in the information needed to complete the setup. This will allow them to view their payments.

Please check this article if you want to easily track the money you paid to your contractor, you can read through this article: Set up contractors and track them for 1099s in QuickBooks.

If you have questions as you work in QuickBooks, feel free to reach back out. We'll be more than happy to assist you again.

G

Getdowndjgroup

I'm too in need of my contractors being able to see what the payment is for. Why add the description section if the contractor cannot view what they're getting paid for? I'm going to have to find an alternative payroll site if this isn't something that will be resolved.

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