No it won't.  Wait until they make you upgrade to a newer version.  The insurance option will be gone.

Here is my screen.  Adding something in the Custom Fields does nothing.

I have called two times to QuickBooks and no one has any idea of what I am talking about.  One guy even told me it was a payroll thing and upgraded my payroll.  I had to un do that the next day. 

I have had Premier Contractor edition for many years.  I now have Desktop Pro 2021.  There is no way to upgrade in the Help menu.  I have tried to search for Premier Contractor online but there are so many different names that I am scared to do anything.  I am under audit for both my GL and Workers Comp and have to get this fixed.  Can you tell me what version with the exact words and how I can get it?  No one at QB knows what to do.

I appreciate all the details you've provided to be able to track vendor insurance, EStier.

General Liability and Workers Compensation Insurance and the option to set an automatic alert on these fields are available in QuickBooks Desktop Premier Contractor Edition. You'll want to upgrade to be able to use these options and have a way to track vendor insurance. 

Let me show you another way on how to upgrade your company file. 

1. You'll want to save and close all windows.
2. From the Edit menu, click Preferences.
3. Click General in the left menu and then My Preferences.
4. Check the Bring back all one time messages and then OK.
5. Close and then reopen QuickBooks. You’ll now have the prompt to upgrade your QuickBooks subscription.

For more details on the upgrade process, you can click here. 

Once you've upgraded your subscription to Premier Contractor Edition, you can now add fields in your Vendor Profile to keep track of their insurance. Here's how:

1. Click the Vendors menu and then Vendor Center.
2. Look for the vendor's name and double-click on the vendor's name.
3. Click Additional Info. 
4. If the options are not yet added, you'll want to manually do so by clicking the Define FIelds option.
5. Enter a label of the field and select Use for: Vend.
6. Select OK and then OK.

After adding these fields, you set reminder alerts as my colleague AlcaeusF shared. You can follow the steps on how to set it up. 

For an overview of the transactions created for your vendors based on the fields you added, you can run and customize a vendor report. 

Keep me posted on how this works. I’m looking forward to hearing from you. Keep safe!

I finally figured it out.  Whoever helped me update my software 6 months ago really blew it.  The convinced me that the Pro 2021 version was what I wanted.  Even after three conversations with other QB help people they could not figure it out. Only when I decided to try a chat with someone and they figured out that I needed to Premier Contractor edition to get the insurance option back.  Very frustrating.

Yes me too I did the same thing I think im going back to old version it was better I have waisted so much time trying get this do what my 2009 version did to find out it does not do it :(

Does anyone know what the latest version of QuickBooks that has  the vendor insurance reminder that flags you when you are writing a check ?

Hello, colleencoco1. 

General Liability and Workers Compensation Insurance and the option to set an automatic alert on these fields are available in QuickBooks Desktop Premier Contractor Edition. You'll want to upgrade to be able to use these options and have a way to track vendor insurance. You can upgrade your company file if you want to this option.

After upgrading, you can set your vendor's insurance in their profile and set the reminder to automatically prompt and remind you that it's already due. Here are the steps to set the reminder: 

1. Click the Edit tab at the top menu bar.
2. Select Preferences.
3. Go to Reminders.
4. Go to the Company Preferences tab.

Get back to me anytime you have additional questions about the custom fields. I want to make sure you're taken care of. 

I have Premier Contractor 2021 and do not see a place to get an advanced reminder of insurance expiring in Company Preferences. Am I missing something?  I do get a warning if I issue a PO or pay a bill, but that means that it has already expired.  It would be helpful if we could set a reminder in advance, but I would also get a lot from vendors that I do not use very often.  Maybe a way to quiet certain vendors reminders would be be better.  

Setting up a reminder for your vendor's insurance is within a few clicks, @EStier! Let me show you how.

You can create a to-do reminder with a 1 or 2 days allowance before the due date of your vendor insurance. This way, a pop message will show reminding you to pay your vendor's insurance in advance.

You can do so by following the steps below:

1. Go to Company.
2. Select To Do List.
3. Click To Do.
4. Put a checkmark on the WITH selection.
5. Choose Vendor.
6. Select the name of your vendor.
7. Enter a few words describing how you wanted to be reminded about the insurance payment.
8. Click OK.

On that same page, you're also able to manage all the to-do reminders you've created. Here's a screenshot you can review for a visual reference.

I'm also adding this reference with an overview of how you're supposed to track your vendor's activity: Accounts Payable Workflows in QuickBooks Desktop.

Don't hesitate to comment below if there's anything else I can help you with vendor's insurance and your expenses. I'll be around to provide the information you need. Take care and stay safe!

Hello,

Can this also be done in QB Premier and QB Enterprise.

Thank you!

Can this be used with QB Premier and QB Enterprise?

Thank you!

Thanks for joining the Community, LWalsh3.
 

Your Reminders feature can be used in both QuickBooks Premier and QuickBooks Enterprise.
 

Here's how:

1. In the top menu bar, go to Company.
2. Choose Reminders.
3. Click your Plus (+) button.
4. Enter all of the necessary details.
5. Select OK.
   

You can also find detailed steps for setting up notifications in vendor profiles in VivienJ's post.

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!

I had to switch computers and when I had the file copied over it did not automatically use the Contractor Edition.  I had to go to Help/Manage My License/Change to Different Industry Edition to get my fields back.

It should warn you when you enter a bill, not just when you pay.  However, if you copy a previous bill to save time doing data entry, it does NOT warn you, so I usually will do a new bill first to get the auto insurance warning, then cancel and copy an old bill if they are very similar.

Does this work with Enterprise Edition 20.0?

Yes, the reminder feature works on QuickBooks Desktop Enterprise, TBrigzie.

You can follow the steps provided by my colleague in this thread. Or browse this link to additional information: Create automated payment reminders for invoices and statements.

And, if you need QuickBooks to bring back warnings, here's what you need to do.

1. You'll want to save and close all windows.
2. From the Edit menu, click Preferences.
3. Click General in the left menu and then My Preferences.
4. Check the Bring back all one time messages and then OK.
5. Close and then reopen QuickBooks for changes to take effect.

I'm also adding this article to help manage your payables: Pay bills in QuickBooks Desktop. It includes a video tutorial and details steps to guide you through the process.

Don't hesitate to post again if you have other questions. Or leave a comment below if you have follow-up questions about QuickBooks reminders. I'm always glad to help you.

Hello,

That is for bill pay. I just did it and it came up in my transactions. This is not a good idea to do this their.

Hello

I'm trying to follow the instructions you've given.  I have Desktop Premier Contractor 2021, but I don't see an option for this in Preferences as you've specified.  I'm attaching a screenshot of what I'm seeing.  

We've recently upgraded to Contractor 2021, and the ability to track vendor insurance is one thing that make the cost of the upgrade acceptable to my employer.  What am I missing here?  

Michelle

Hi Michelle,

Thank you for following the steps in the previous responses.

At this point, I would recommend contacting our QB Desktop Support. That way, they can use more tools to check this further. You can find their schedule and their phone number in this article:  Contact QuickBooks Desktop support.

If you have other questions in mind, feel free to go back to this thread.

Hello,

I have they were no help.

Good morning, @LWalsh3. 

Thanks for following up with us. 

I understand that you've contacted our support team before, but please know that this is the best way for an agent to have a visual view of your issue. Our agents have tools available to remote into your computer and investigate this matter further. Also, if needed, they can escalate this concern to the proper team. 

That said, I encourage you to connect with one of our live agents. Here's how:

• QuickBooks Desktop Support

Please reach back here if you have any additional questions or concerns. We're always around to lend a hand. Take care!

Do this to 1246 venders??????????????

You would really expect someone to do this 2148 times?  This service was available and with no change to my QuickBooks software it just went away!  It worked 2 weeks ago.  QB must remove features when providing upgrade/patches and force you to upgrade to the yearly online as they no longer provide desktop version.

How do you set up reminders in QB Online?