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.