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In this article you will know how to add, edit and inactivate contractors in QuickBooks. To know more call QuickBooks customer care.

 You can add, edit or deactivate contractors in QuickBooks in either the Workers or Expenses menu. Any changes made keep your contractor information up-to-date by reflecting the changes on both the pages.

How to add a contractor from the workers or expenses menu?

  • Follow the steps given below to add your contractors from the Workers or Expenses menu and invite them to enter their 1099 tax info.
  • From the Workers menu, click on Add a contractor.
  • Enter the name of the contractor.
  • (This is Optional) If you have checked the box that invites a contractor to add their own 1099 tax info and then enter the email of the contractor.
  • Click on Add a contractor.
  • Choose Add.
  • Select the type of the contractor whether he is an individual or a business, and then enter their other relevant information.
  • Click on Save.
  • From the Expenses menu
  • Click on Expenses and then select Vendors.
  • Click on New vendor.
  • Enter the important information.
  • For Track payments for 1099, check the box.
  • Click on Save.

How to edit a contractor from the worker or expenses menu?

  • The Contractor information should be updated time to time. Follow the steps given below to edit their information from the Worker or Expenses menu.
  • From the Workers menu
  • Select Workers, from the left menu
  • Select Contractors.
  •  From the list, choose a contractor.
  • Click on the Personal details section,
  • Change the information you want to edit.
  • Click on Save.
  • From the Expenses menu
  • Click on Expenses and then select Vendors.
  •  From the list, choose a vendor.
  • Click on Edit.
  • Change the information you want to edit.
  • Click on Save.
  • How to make a contractor inactive from the worker or expenses menu?

Follow the steps given below to make a contractor inactive from the Worker or Expenses menu:

  • From the Workers menu
  • Select Workers from the left menu and then select Contractors.
  •  From the list, choose a contractor.
  • Under the contractor’s name, select the drop-down menu and then click on Mark as inactive.
  • From the Expenses menu
  • Click on Expenses and then select Vendors.
  •  From the list, choose a vendor.
  • Click on Edit.
  • Click on Make inactive.
  • Click on Yes.

Now you know how to add, edit or inactivate contractors in both the Workers and Expenses menu.

Read the article further to learn how to add or remove an accountant user in QuickBooks. To know more  contact QuickBooks Customer Care Number.

  • Firstly, make out which Manage Users screen you have i determine which Manage Users screen you have.
  • Check the address bar in your browser.
  • If the link ends in usermgt, you have the new Manage Users interface.
  • If the link ends in legacyusermgt, you have the old Manage Users interface.
  • If you have the old Manage Users screen
  • To add or invite an accountant user:
  • Select the Gear icon on the Toolbar, then Manage Users.
  • In the Accounting Firms section, select Invite Accountant.
  • Enter your accountant’s email address. Then select Next, then Finish.
  • Your accountant will receive an email invitation with instructions for signing into your company.
  • Note After inviting an accountant, their status on the Manage Users page will show as Invited until they accept the invitation. Once they accept the invitation, their status will change to Active.

To remove an accountant user:

  • Select the Gear icon on the Toolbar, then Manage Users.
  • In the Accounting Firms section, select the accountant row. Then select Delete.
  • Select Yes to confirm.
  • Note:  If the accountant you are attempting to delete is also a Client Lead, you may be prompted with additional requirements for removing the user.
  • If you have the new Manage Users screen
  • To add or invite an accountant user:
  • Select the Gear icon on the Toolbar, then Manage Users.
  • Select the Accountants tab.
  • Invite your accountant.
  • If this is your first time adding an accountant, enter your accountant’s email and select Invite.
  • If you’ve added an accountant already, select Invite accountant. Then enter the accountant’s name and email address. Select Save.
  • Your accountant will receive an email invitation with instructions for signing into your company.
  • Note After inviting an accountant, their status on the Manage Users page will show as Invited until they accept the invitation. Once they accept the invitation, their status will change to Active.

To remove an accountant user:

  • Select the Gear icon on the Toolbar, then Manage Users.
  • Select the Accountants tab.
  • Find the name of the accountant you wish to remove. From the Action drop-down, choose Delete.
  • Select Delete in the confirmation window.
  • Note: If the accountant you are attempting to delete is also a Client Lead, you may be prompted with additional requirements for removing the user.
  • Now you know how to add or remove an accountant user.
  • Read the article further to learn how to enter a bounced check by invoice. To know more, contact QuickBooks Customer care.

Follow these steps:

Step 1: Create two Service items

  • In the process the first step is to create Service items for the bounced check fees and the bounced check.
  • Click on the Gear icon present on the Toolbar.
  • Select Products and Services under lists.
  • Click on New.
  • Select the Service item in the Product/Service information panel.
  •  Enter Bounced Check in the name field.
  • Select the bank account from the Income account drop-down list to which check was returned on.
  • To create the second item, select Save and new.
  • Enter Bounced Check Fee in the Name field.
  • Select or add an income account called Bounced Check Fees from the Income account drop-down list.
  • Select an existing expense account alternatively that you can use to track the bank charges.
  • Click on Save and Close.
  • Now, the Service items can be used.

Step 2: Create the invoice

  • Click on the Plus icon (+) present on the Toolbar.
  • Select Invoice under customers.
  • Choose the Customer name and in the invoice date field, enter the date the check bounced.
  • Select the Bounced Check item you created in the Product/Service column.
  • In the Amount field enter the amount of the bounced check.
  • On the second line of the Product/Service column, select the Bounced Check Fee item.
  • For the bounced check enter the Amount that is to be charged by the customer.
  • Click on Save and close.

Step 3: Record the bank service charge

  • Click on the Plus icon (+) present on the Toolbar.
  • Select Expense under vendors.
  • Select your bank from the Bank/Credit account drop-down list.
  • Enter the date the check bounced in the Payment date field.
  • In the Ref no. field, enter the NSF fee.
  • In the Account field under Account details, choose the expense account from your bank that tracks charges.
  • For the bounced check in the Amount column, enter the amount your bank charged you .
  • Click on Save and Close.
  • The fee is recorded successfully.
  • The next step is to record the new payment.

Step 4: Record the payment from your customer

  • Click on the Plus icon (+) present on the Toolbar.
  • Choose Receive Payment under customers.
  •  From the Customer drop-down list, select the customer.
  • For the new payment, enter the payment date and payment method.
  •  From the drop-down list, select the deposit to account.
  • Enter the received Amount.
  • From the Outstanding Transactions list select the invoice that you created.
  • Click on Save and Close.
  • You have successfully recorded the payment.

To know more on how to add, edit and inactivate contractors in QuickBooks, call on our QuickBooks customer care number. You can also write to us at support@qbooks247.com . For more information visit – www.qbooks247.com.

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