What is included in the QBO W-9 Form Requests?
How do QBO W-9 Form Requests with Botkeeper Advanced Services work?
As part of our Advanced services, for QBO clients, Botkeeper can request W-9s from all new vendors requesting payment using the QBO workflow
It's important to note that this service does not include
- Pursuing/Chasing down/Following up with non-confirming vendors to complete & return their W-9 form
- Managing and tracking down Purchase Orders
- 1099s
You have the option to turn this service offering on, after your client has completed Deployment, via the Partner Scoping Tool.