Updating w-9 form

Thank you for joining the forum. I understand you want to update the information on your W-9 form in QuickBooks Self-Employed. I'll impart insight and guidelines that could help you achieve this.

First, your client must add you to their QuickBooks account. It will enable you to send an invitation and have the ability to modify the W-9 form. If you have not yet been added to the account, you may request your client to add you to their QuickBooks account.

Once you have been added, you will receive an invitation to access your QuickBooks account. Upon acceptance, you can proceed to update the W-9 form as needed.

In case the invitation has already been sent but not received, have your client create a new account and send the invite again. Here are the steps:

1. Go to Payroll and choose Contractors or Contractors, and select Contractors.
2. Click Add a Contractor.
3. Enter the contractor’s name and email in the fields provided, then select Add Contractor. We will send your contractor an email in real-time.

For detailed information, refer to this article: Invite a contractor to add their tax info.

I'm adding these articles you can use in the future: 

• Manage clients in QuickBooks Online Accountant.
• Manage your wholesale discount plan and wholesale discount clients.
• Add clients to QuickBooks Online Accountant.

I understand that this may require a bit of effort, but it ensures a smoother process for W-9 form updates. If you encounter any difficulties or have further questions, post them here in the forum. I'll be sure to answer them ASAP! Have a great day!

Hello, and thank you for your time. 
First of all, I know this is not your fault, but this process needs to be fixed at Intuit ASAP. This is WAYY to difficult of a process. I believe when I was trying to upload my original w-9 a year ago it was a very similar issue. 

This process should not require my CLIENT's time to fix my own information. 

I executed the steps as suggested. My client sent a new request and I clicked the link in the email to "Enter W-9 Info"
This took me to a "Create an Account" or "Sign in" Page. I signed in and this took me to the Self - Employed home screen. It offered nothing else. When I tried clicking the link again it gave this response:
"Check your inbox for a new invitation, or sign-in

I understand how hard it must be for you, @grantsj.

I truly appreciate you taking the time to express your concerns about being unable to update your W-9 form in QuickBooks Online (QBO). For now, it is best to contact our support team to further check what's causing this by accessing your account in a secure environment and determining possible solutions to your concerns.

Here's how:

1. Go to Help.
2. Select the Search tab, then choose Contact Us.
3. Type in your issue or concern in the field.
4. Hit Continue.
5. Click the Chat or Callback option.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

I'll add this article for future reference to keep track of your clients and update your client list: Manage clients.

Please don't hesitate to leave a comment below. If you have any other concerns about W-9 or other QBO-related concerns. I'll be here to assist you.