Why doesn't QB Enterprise 21.0 have the vendor insurance alert feature?

Hello, dmventre. 

QuickBooks Desktop is really great accounting software. However vendor insurance alert feature is one of our product limitation in the system. You may consider upgrading to QuickBooks Desktop Premier Contractor Edition. This way, you'll be able to use these options and have a way to track vendor insurance.  

Here's how you can add the fields:

1. Tap Vendors on the top menu.
2. Choose Vendor Center. 
3. Double click the vendor's name.
4. Tick the Additional Info tab.
5. Tap the Define Fields button.
6. Enter the info in the Label column and place a checkmark for Vend column.
7. Hit OK.
8. Type the expiration date in the Custom Fields section.
9. Click OK.

Then, we can create a reminder for vendor insurance alert. 

Here's how:

1. Click Company on the top menu.
2. Pick Reminders.
3. Tick the Plus icon on the top right side.
4. Enter the details in the Type, Priority, With, Due and Time fields.
5. Type the description in the Details section.
6. Choose Active in the Status field.
7. Tap OK. 

I have a link here that provides you with articles about managing expenses and vendors in your account: Expenses and vendors 

I'm all ears here. Let me know if you have further Question about vendor insurance alert.

I'm not getting a warning about Vendor's insurance expiration. How do I turn that on?

Hi @ctmhjm,

Thanks for joining us here today. I'd like to share some information about warnings on insurance expiration. Currently, this option is unavailable. You can create a reminder as mention by my peer above. This way, you have an idea that the vendor's insurance is expiring. Here's how. 

To turn on:

1. Go to Edit at the top menu bar.
2. Select Preferences.
3. Choose Company Preferences.
4. From there you can select your desired option.
5. Click OK.  

Then, add a reminder: 

1. Go to Company on the top menu.
2. Choose Reminders.
3. Tick the Plus icon on the top right side.
4. Enter the details in the Type, Priority, With, Due and Time fields.
5. Type the description in the Details section.
6. Select Active in the Status field.
7. Click OK. 

For more information about the reminder features, check this guide: Create automated reminders. 

I've added this link in case you want to manage repeating transactions. This way, you'll get a reminder every time it's due: Create, edit, or delete memorized transactions.

I'll be around if you have follow-up questions or concerns about vendor warnings. Take care and have a good one.

Unless I am missing something the directions are to setup an individual reminder by vendor that is completely separate from the general liability expiration date field in Vendors Additional Info tab.  This requires double the work rather that using that field to generate the reminder.  Is that the only solution?

Thanks for joining the thread, @P Austin.

I'll share some guidelines that could help you achieve your goal.

You can set a to-do reminder to set up vendor transaction reminders on or before a specific due date. In this case, a pop-up message will remind you to pre-pay your vendor's insurance.

1. From the Vendors tab, go to Vendor Center. 
2. Pick a vendor. 
3. Choose To Do's/Notes.
4. At the bottom part, click Manage To Do's or Manage Notes.
5. A window will come out. Enter the necessary details.
6. Click Ok. 

You can utilize this article, which provides an overview of how to track your vendor's activity: Accounts Payable Workflows in QuickBooks Desktop.

Feel free to post here again if you have more questions. Have a great day!

But this still requires an entirely separate step that does not utilize the general liability insurance expiration date field.

The simplest solution is an option in:  Preferences > Reminders > Remind Me - XX days before expiration date

But this still requires an entirely separate step that does not utilize the general liability insurance expiration date field.

The simplest solution is an option in:  Preferences > Reminders > Remind Me - XX days before expiration date

Good morning, @P Austin. 

Thanks for coming back on this thread.

Since the simplest solution isn't working with your business, I recommend submitting feedback to our Product Developers to improve this feature. They'll take their time to review your request and try to add them into the next available update. 

Check out our Updates site to see what's new in the system. 

If you have any other questions or concerns, don't hesitate to ask. Have a wonderful day! 

Since the most recent update, I no longer have the attached screen in Additional Info. Can we no longer track expiration dates for our subcontractors?

Hi there, @mzwitt.

Let me help you track General Liability and Worker's Compensation expiration dates for your subcontractors.

Entering the General Liability and Worker's Compensation expiration dates for subcontractors is only available in the QuickBooks Desktop Enterprise or Premier Contractor Edition.

If you want to utilize the option, you can toggle to the contractor edition. To do so, you can go to the File menu and select Toggle to Another Edition. Then, choose Contractor.

If you don't want to toggle to the contractor edition, you can consider adding a defined field to add custom fields for the General Liability and Worker's Compensation expiration dates. 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: 

• Understand workers’ compensation insurance
• Workers’ Compensation report in QuickBooks Desktop

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.

I just updated to Premiere Plus 2023 and it is not in the Vendor fields as it was in 2022

Hello there, @Barb12. 

Possible data damage can make QuickBooks Desktop (QBDT) behave unexpectedly, which might have caused the option not to show in the Vendor's field. To make sure you'll get to see the missing option, let's perform some troubleshooting steps that help fix unexpected and most common issues in QuickBooks by verifying and rebuilding your company file.

Let me guide you through the steps on how:

Verify data (scan company file for errors or data damage)
 

1. Go to Window, then select Close All.
2. GO to the File menu, then select Utilities.
3. Select Verify Data. If you see: 
   a. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
   b. An error message—search for it on our QuickBooks Desktop support site for how to fix it.
   c. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

To Rebuild your company data, kindly visit this article for detailed steps on how: Verify and Rebuild Data in QuickBooks Desktop.

Moreover, I'll also share this article to learn more ways how to fix QuickBooks' common issues: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

I'm looking forward to having this sorted out. I'm only one reply away if you require further assistance. Have a good one!

Thank goodness I came across your comment all these years later. I upgraded and didn't have the insurance fields anymore and couldn't figure out why! Ugh....came across your comment and boom there they are. Thank You so much. 

is that only in QB enterprise?

Well thankfully for reading this it’s what happened to me   I just updated to QB premier and have had premier contracting for so many years.  So now what do I do?

Thanks for joining the thread about vendor insurance dates, Kmdesigns.

First, I'd like to confirm if you're referring to losing the vendor insurance expiration date fields after upgrading. If so, possible data damage could be causing this option not to show.

To ensure you can access this again, let's perform troubleshooting steps to help fix unexpected and common issues in QuickBooks Desktop (QBDT) by verifying and rebuilding your company file. Here's how:

First, verify your company data.

1. Go to Window and click Close All.
2. Select File, then choose Utilities.
3. Tap Verify Data. If you see: 
   
   

• QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
• An error message—search for it on our QuickBooks Desktop support site for how to fix it.
• Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

Then, rebuild your company file data.

1. Select File, Utilities, and then click Rebuild Data.
2. QuickBooks will ask you to make a backup before it rebuilds your company file. Hit OK. A backup is required before you can rebuild.
3. Choose where you want to save your backup, then OK. Don’t replace another backup file. Enter a new name in the File name and tap Save.
4. Tap OK when you get the message Rebuild has completed.
5. Go to File, choose Utilities then select Verify Data again to check for additional damage.  
   
   

• If the verification finds more damage, you’ll need to fix it manually. Search for the error(s) in the qbwin.log on the QuickBooks Desktop support site for how to fix it.
• If your error can't be found, you can restore a recent backup. Go to File then select Open or Restore Company.
  
  

Note: Don’t replace your existing company file. You’ll need to enter the info into your company file again since the backup was created.

Let me know how it goes, Kmdesigns. I'll be here to provide further help managing vendor insurance expiration dates in QBDT.