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eric-lauseng
Level 1

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?

 
7 Comments 7
PreciousB
Moderator

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?

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).

 

image.png

 

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:

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

image.png

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

MicahAURI
Level 1

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?

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?

ReymondO
QuickBooks Team

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?

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.

apps.PNG

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.

Rn77
Level 1

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?

I need this badly and was wondering if it had been resolved yet.  Thanks so much!

GlinetteC
Moderator

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?

Hello there, Rn77. I appreciate the follow-up.

 

At this time, I am unable to give you an estimated time frame as to when this option will be added in Quickbooks Online. Rest assured that we're sharing your suggestions with our developers to have this evaluated for future enhancements.

 

You can visit the QuickBooks Blog site from time to time to see new updates. Who knows, one of them includes the option to add payment description in QBO. 

 

Don't hesitate to leave another reply if you need help with anything else. Have a good day.

Richard AZ
Level 1

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?

I too have this need.  Can anyone explain why QB would even allow payment to a contractor without any notification of what the payment is for? Especially considering we have the option to type that very note on our side before the payment?  This make for duplication of effort in notification and verification of payments.  Are there any work arounds that have been established?

ZackE
QuickBooks Team

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?

Thanks for joining this thread, Richard AZ.

 

The current workaround is to send an email to your contractors outside of QuickBooks. You can also check out our available apps in the App Center to see if there's any applications that may help you achieve what you're looking to do. You can access your App Center by going to Apps in the left navigation bar.

 

I can certainly understand how an ability to notify your contractors of what a payment's for could come in handy and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

  1. Use the Gear (⚙️) icon.
  2. Click Feedback.
  3. Enter your suggestions and/or comments.
  4. Hit Next.
  5. Choose Skip and send message.
  6. The available drop-down menu can be used to pick an appropriate category.
  7. Select Send message.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I'll be here to help if there's any additional questions. Have a great day!

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