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ggl2
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I feel the pain of QBO in addressing the "add attachments feature", which may have been the old scan feature. That said the firm I support has 1099 / direct deposit data in hard copy which I believe is a bad practice since vital data could be accessed. So I attempted to scan these documents into PDF format, sent them to a file accessible with QBO. The path used was EXPENSES >Vendor>add attachments. I downloaded these documents to the respective contractor/vendor file. The process appeared to be successful until I attempted to process payroll. In attempting to run payroll all of the contractor file were missing! Research showed that the "track 1099" box had been unchecked. Rechecking them proved to resolve the absence of the contractor in the payroll process as they appeared in the payroll listing. However, there individual file had an error that indicated W9 data was missing. Opening the individual contractor file/record showed that in the personal data section the first, middle and last name had been deleted,  W9 data was intact. Entering the contractor name resolved the problem. My concern or question what caused the deletion of the 1099 tracking and the contractor's name to be deleted by adding a PDF file into the attachment section of the record/file?

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