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D
DRTC 11
March 19, 2020
Question

How can I resend a request to a contractor requesting for them to fill out W9 information?

  • March 19, 2020
  • 1 reply
  • 10 views
No text available

1 reply

Ashley H
Ashley H
Level 4
March 19, 2020

Good morning, @DRTC. I hope you're having a great week so far.

 

I'm here to help you resend a request to your contractor for them to fill out the W9.

 

Let's begin:

  1. Go to Workers on the left-hand menu, then Contractors.
  2. Pick the contractor's name.
  3. Click Edit.
  4. Remove Business ID No. (either SSN or FEIN), and hit Save. This way, the system will be triggered to provide a new invite option.
  5. Hover your mouse on Workers, then select Contractors. 
  6. Next to the contractor's name, press Send email.

That should do the trick! For more information on Contractors and their W9 in QuickBooks Online, click here.

 

Let me know if you have additional questions. I'm always here to help.

C
crm46
May 12, 2020

I found this post when searching for a solution to the same question.  However, when I try to save the vendor file without a Social or EIN, an error message prevents me from saving the file as that is a required field.  Please help?  

 

 

G
GraceC
Level 4
May 12, 2020

Hello there, @crm46.

 

You can only send an email invitation during the initial set up in QuickBooks.

 

You'll need to update the email address from their profile. However, you can't re-invite them to complete their W-9 information. You can add them again as a new contractor and make the other one inactive.

 

Here's how:

  1. From the left menu, click Workers.
  2. Select the Contractor.
  3. Locate the contractor, then click the drop-down under their name, then hit Mark as inactive. 

Additionally, if you have a transaction to that contractor, you'll want to reallocate those transactions before inactivating it.

 

Just in case, I'll add this article for future reference: Invite a contractor to add their own 1099 tax info.

 

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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