Add a contractor to contacts

Add an independent contractor and set them up in a contact group. This way, you can set up 1099 rules so their expenses record in a 1099 form.

Before you start

Make sure you:

Add contractor to contacts

  1. Go to Contacts, then click All Contacts.
  2. Click Add Contact
  3. Add a contractor's company in Contact Name.
  4. Add the contractor's name in Primary Person.
  5. Add any other contact information.

    Image showing contact information fields.

  6. Click Save.

Create contractor contact group

  1. Go to Contacts, then click All Contacts.
  2. Find the contractor you added and check the box next to their name.

    Image showing contractor's name in Contacts.

  3. Click Options, then click Add to Group.

    Add contact to contract group

  4. Click Add to new group and add a group name. You'll use this group name to set up your 1099 rules.
  5. Click Save.
  6. Click Add.