How do I add a bank account for direct deposit (I never got to wallet option)?

I have the non-subscription version of QuickBooks Self-Employed. I got an email invitation from my client to fill out my W9, but never got an option to fill out my "wallet" info (as this page explains I should have: https://community.intuit.com/articles/1761962-add-contractor-direct-deposit-info-in-quickbooks-self-...).


When I click on the gear icon I have an option to add a bank account but it is for the purpose of viewing transactions and not for setting up direct deposit with my client. I do NOT want to track my transactions, I only want to set up direct deposit. Please let me know what I should do. Thanks!


Answer

Thanks for providing a great link to get a better picture of your concern, JC

Contractor Direct Deposit (DD) feature is only available to clients using QuickBooks Online Payroll (QBOP) or QuickBooks Full Service Payroll (QBFSP).

It could be your client has no payroll attached from his/her QBO company. This maybe the reason there isn’t a wallet option in setting up a direct deposit.

To help fix this, I’d suggest contacting your client to confirm the QBO version he’s using.

Once verified, you can have him re-send an invite through your email. For more information about this process, see this article:  Invite a Contractor to Add Their Own 1099 Tax Info.

Then, you can check your email again for the DD payment invitation. After that, you can go through the process in setting up DD in your QuickBooks Self-Employed (QBSE) account.

At year-end, your client can make 1099-MISC forms in the program. Then, he/she can file these with the IRS by performing the steps through this article: Prepare and File 1099s.

I’ll be right here to help if you need anything else. Have a great day.

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