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. In the Contacts menu, select 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.
  6. Click Save.

Create contractor contact group

  1. In the Contacts menu, select All Contacts.
  2. Find the contractor you added and select the checkbox next to their name.

    Image of a contractor's name in Contacts.

  3. Click Options, then click Add to Group.

    Image of adding a contact to a 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.