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I recognize how vital it is to set up your reminder in QuickBooks, LD76. I'm here to assist you.
We can set up a reminder in QuickBooks Online using the Recurring Transactions option. This feature helps set the date before the transaction's due and interval.
Here's how:
To know more about how this feature works in QuickBooks Online, you can check out this article: Create Recurring Transactions.
If you'd like to send reminders to your customers, I'd recommend browsing this article for the detailed instructions: Send Invoice Reminders Automatically or Manually.
Additionally, I've included these articles that'll help you edit and manage your reminder template in QuickBooks Online:
Please get back to me if you have any other questions about setting up reminders in QuickBooks, LD76. I want to make sure you're taken care of. I'll be here to keep helping.
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:
Then, we can create a reminder for vendor insurance alert.
Here's how:
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:
Then, add a reminder:
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.
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!
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:
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.
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)
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.
Then, rebuild your company file data.
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.
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