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dcf1
Level 1

Subcontractors workers compensation field in vendors

I need to track whether a subcontractractor has General Liability and Workers compensation.  On 1 work station under vendors - additional information on the left side of the screen - there is a field that allows you to insert the sub's expiration date for Gen Liab insur and workers comp.  When the insurance has expired - quickbooks will alert you to get an updated certificate of Insurance.

 

I need to get those same fields on our other work stations.  How do I go about doing that?

 

1 Comment 1
LieraMarie_A
QuickBooks Team

Subcontractors workers compensation field in vendors

Hi there, @dcf1.

 

I'm here to give you additional information about creating custom fields.

 

When setting up custom name fields, you'll need to select the checkbox to add the field to the customer, vendor, or employee profiles in the Use for column. This way, you can track the same information on your other work stations. I'll show you how.

 

  1. Select the CustomerVendor, or Employee menus. 
  2. Choose Customer CenterVendor Center, or Employee Center.
  3. Double-click any profile on the list.
  4. Select the Additional Info tab. 
  5. In the Custom Fields section, click Define Fields 
  6. In the Label column, name your custom field.
  7. Select the checkbox to add the custom name field to the customer, vendor, or employee profiles.
  8. Click OK.

 

You may also add these fields to your sales forms. For more details, refer to this article: Create and use custom fields in QuickBooks Desktop.

 

Let me also add these helpful articles about customizing forms and letter templates:

 

Please let me know if you have other questions. I'll be around to help. Have a wonderful day.

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