Support Center

People Management

  • Add and Edit or Delete Payers

    The Payer is the person or company that paid $600 or more to a recipient or vendor. You can add and edit Payer...

    Aug 04, 2016 02:47PM CDT
  • Add and Edit Recipients

    The Recipient is the person or company receiving a payment from a Payer. You can add, edit, and delete Recipie...

    Aug 04, 2016 03:03PM CDT
  • How to add additional users for Enterprise Plans

    If you are registered for the Enterprise Plan on, you can add members to work underneath you. You ...

    May 04, 2017 10:21AM CDT
  • How to Copy Recipients

    How to Copy Recipients Complete the following steps to copy a recipient from one payer to another. For exampl...

    May 04, 2017 10:30AM CDT
  • W-9 Solicitation

    If you need more information on a recipient, you can get it with our electronic W-9 feature. To do this, just ...

    Aug 04, 2016 05:00PM CDT
  • Recipient refuses to give SSN

    This happens more than you think. There are times where you may misplace the recipient's W-9 form, or you can'...

    Aug 05, 2016 03:37PM CDT
  • Checking the Status of a W-9 Email sent to recipient

    How to Check the Status of an Emailed W-9 Form Complete the following steps to check the status of an email f...

    Apr 26, 2017 02:52PM CDT
  • How to summarize all 1099 amounts for a payer

    Each time you submit 1099 forms, a 1096 form is generated by each submission. So if you submitted several time...

    Aug 05, 2016 04:28PM CDT
  • Reports and what they do

    For customers that handle a lot of clients and need quick detailed information on each, the easiest option wou...

    Aug 05, 2016 02:13PM CDT
  • Sync Recipients Back To QuickBooks Online

    Sync Recipients back to Quickbooks Online. Follow these steps: Go to People>Manage Recipient 2. Choose...

    May 29, 2018 04:10PM CDT

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