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BP2Sedona
February 15, 2023
Question

2023 Premier Plus

  • February 15, 2023
  • 1 reply
  • 10 views

I track Workmans Comp and General Liability for Vendors, the option is no longer there in the upgrade to 2023 Premier Plus Edition , Does anyone know how to get that option back or how it was changed from 2020 version ?

1 reply

A
AbegailS_
Level 6
February 15, 2023

Hi there, @BP2Sedona.

 

I'm here to help you access your report in QuickBooks Desktop (QBDT). 

 

I tried running the Worker's Compensation report in my QuickBooks Desktop 2023 Premier test account. And it shows the available worker's compensation report. 

 

See the screenshot below for your reference.

We can perform some troubleshooting steps so you can access your worker's comp tracking feature. To start, let's run the verify rebuild tool to resolve any data issues within your company file. Let me guide you through the process:

 

  1. First, close all windows by going to the Windows menu and choose Close All.
  2. To Verify Data, navigate to the File menu then Utilities.
  3. Tap Verify Data.
  4. Once done, go back to the File tab again and pick Utilities.
  5. Select Rebuild Data.
  6. The Rebuild Data utility starts as soon as the backup is finished.
  7. Then, tap OK when you get the message "Rebuild has completed".

 

Next, make sure that you have the latest payroll tax table so you have the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms, and e-file and payment options. 

 

With regards to your vendors report concern, if you want to show all the payments you've made for the subcontractor, we can run the Expenses by Vendor Summary report . Here's how:

 

To start, you can set up Subcontractors as a Vendor type. Here's how:

  1. Go to the Vendors menu at the top.
  2. Double-click on the vendor/subcontractor's name.
  3. In the left tab, click Additional Info. 
  4. Under Vendor Type, select <Add New>.
  5. Enter Subcontractor as the vendor type name. 
  6. Click OK to save.

 

After that, to run the Expenses by Vendor Summary report, follow the below steps:

  1. Go to the Reports menu at the top.
  2. Select Company & Financial.
  3. Choose Expenses by Vendor Summary.
  4. Click on Customize Report.
  5. Go to the Filters tab. 
  6. Search and check Vendor Type.
  7. Under Vendor Type drop-down, select Subcontractor.
  8. Click OK to display the customized report.

 

Here’s an article that tackles Workers' Compensation in QuickBooks Desktop. It contains complete instructions to get started including assigning codes, adding an experience modification factor and paying the premiums.


In addition, here are the available reports for workers’ comp with their description and how you can run them in QBDT.

Should you have other questions about  your report in QuickBooks, please let me know. I’ll be happy to assist you further.

B
BP2Sedona Author
February 15, 2023

I am wanting to know how to put the General Liability and Workmans Comp information in under the Vendor, additional setting, vendor type , it used to have an option for expiration dates and its no longer there

M
Mark_RModerator
Moderator
February 15, 2023

Welcome back, @BP2Sedona.

 

Tracking the General Liability and Worker's Compensation information for vendors is only available in the 2020 version of QuickBooks Desktop (QBDT).

 

I understand that the option to add General Liability and Workman's Comp for vendors in the 2023 version is useful to you and your company. As a workaround, you can consider adding a defined field to add custom fields for that information. Here's how:

 

  1. Go to the Vendors menu, then select Vendor Center.
  2. Choose the vendor you want to add the General Liability and Workman's Comp.
  3. Click the Additional Settings tab, then select Define Fields.
  4. Add the General Liability and Workman's Comp on the fields.
  5. Click OK to save the settings.
  6. In the Custom Fields section, enter the information for General Liability and Workman's Comp.
  7. Select OK.

 

You may also want to learn more about worker's compensation and running its report. You can check out these articles for more information: 

 

 

Don't hesitate to come back to this post if you have other concerns or follow-up questions about managing vendors in QuickBooks Desktop. The Community team is always here to help.

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