How to Enter W9 in QuickBooks Desktop – Quick Steps

QuickBooks provides various utilities to QuickBooks users. The employer can use their QuickBooks Online account to give you an invite to fill out your Form W-9, and you can log in from QuickBooks Self-Employed to finish the form and directly send it back. You must also sign in to install your 1099-MISC when it's ready. The steps on how to enter W9 in QuickBooks Desktop have been mentioned down below.

 

If you need an expert's guidance to help you through these steps, then you can contact us at +1(855)-738-0359.

Easy Steps to Enter w9 in QuickBooks Desktop

Down below, we have mentioned some of the easiest steps that will help you in entering W9 forms in the QB application.

Step 1: First, Receive the invite from your employer

First, you need to ask your employer or client to invite you to fill out your W-9. 

• In case you already have a QuickBooks Self-Employed account, ask them to send the invite to the email address you use to sign in.

Step 2: Fill out your W-9

The second step is to fill out your W-9 and undertake the following steps.

• First, open the invite email, select the link, and if you already have a QuickBooks Self-Employed account, select Sign in. 
• You can also follow the steps to make a limited QuickBooks Self-Employed account, and this account has limited features: you can fill out your W-9, submit it, and view your 1099-MISC.
• Now head to the Clients tab, then follow the steps to fill out and submit your W-9.
• Finally, the employer has the info they need to complete your 1099-MISC.

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Step 3: Update your W-9

In the third step, update your W-9 by undertaking the following steps.

• Firstly you need to fill out your W-9 once so that you can sign in and send your existing W-9 if you get another invite from someone else. 
• In case you are in need to edit your W-9, edit it before your employer or client submits your 1099-MISC to the IRS:
• First, sign in to QuickBooks Self-Employed and use the same account you used to fill out your W-9.
• Now choose your profile icon, then select Tax profile and make changes as needed.

Step 4: View your 1099-MISC

The final steps in this process are to view your 1099 MISC and implement the following steps.

• When an employer submits the 1099-MISC on your behalf to the Internal Revenue Services, you'll receive an email when it is ready for you to download. 
• Now all you need to do is to select the link for QuickBooks Self-Employed. Further, proceed to sign in to the QuickBooks Self-Employed account to access and print your 1099-MISC form.
• Finally, sign in to QuickBooks Self-Employed, head to the Clients menu, and choose the Forms tab.

Summing Up!

We hope that you were finally able to learn the steps on how to Enter W9 in QuickBooks Desktop. However, if you have any further queries, then we suggest you contact our technical team by calling us at +1(855)-738-0359.

 

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