Hello matt6!
I also agree that an option to allow your contractor to add their sensitive details online is a convenient and secure way. You can still get the contractor details online without inviting them again. I'm here to assist you in setting it up.
When you invite your contractors to add their details online, they'll be asked to create a free QuickBooks Self-Employed (QBSE) account. From there, they can manage their details including direct deposit info and self-employed tax forms.
If they accepted the invite but the bank details are still not showing on your QuickBooks Online (QBO) account, it means they haven't completed their QBSE account yet. Although we can't send a reminder within QBO, you'll want to inform them to log in to their QBSE account using this link: https://selfemployed.intuit.com/login. They'll be prompted to complete their profile and will also require them to add their direct deposit info.
They can select the Clients tab in QBSE to update their info and add their direct deposit details if there's no prompt. They just need to click the Try again hyperlink. Once done, all updates and changes will automatically reflect on your QBO account.
With their QBSE account, they can also update these details anytime and view the forms such as W-9 and 1099. This also will serve as their portal so they don't need to contact you if there are any changes with their business info.
Here are some articles you can check to know more about how to manage your contractors in QuickBooks Online and how to they can view their 1099 in QuickBooks Self-Employed:
Leave a comment below if you have follow-up questions about contractors. I'll help you!
