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wiggleroom
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

I am using QBDT 2022 for a custom homebuilder and need to track the expiration dates of sub contractors' worker's comp & gen liability insurance.  Is this possible in QBDT?

Solved
Best answer May 02, 2022

Best Answers
BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

Yes, it's possible:

Per@qbteachmt , "If you Install Enterprise or Premier as the Contractor Edition, you already see these fields provided in Edit Vendor and they are Functional and reportable. You would run a report to include the vendor List info for General Liability Expires and WC Expires, for example."

 

It looks like this:

Capture.JPG

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15 Comments 15
BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

Yes, it's possible:

Per@qbteachmt , "If you Install Enterprise or Premier as the Contractor Edition, you already see these fields provided in Edit Vendor and they are Functional and reportable. You would run a report to include the vendor List info for General Liability Expires and WC Expires, for example."

 

It looks like this:

Capture.JPG

DCD1628
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Intuit has removed this extremely helpful feature from the 2023 desktop Premier version.  Do they have plans to bring it back.  As stated earlier this is one of the best upgrades that they have done for contractors and now it is gone.  

PJacobs
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

This isn't good. Was notice given to customers? I didn't get that memo.

BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

@DCD1628  @PJacobs 

Good news! The feature hasn't been removed.  As has always been the case, it's only available in the Contractor edition, or the Accountant edition when you've toggled to Contractor mode (my case):

premier 2023 contractor.JPG

 

Hope this helps!

PJacobs
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

That's great! I appreciate that information! I am new to the Accountant version but always used Enterprise. Spent 5 hours on the phone today and got nowhere. This just made my day! Thank you!

wiggleroom
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Big Red Consulting, you are always so helpful--thank you so much!

I am able to toggle to the contractor edition on my PC but cannot figure out if it is possible on my MAC.  Most of my clients are on the PC but I have 2 builders I need to support on the MAC.  Is it possible?  If so, I need your expertise please.

Thanks again!

Phillk@Wiggle-Room

BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

I'm not sure if toggling SKUs is a thing on the Mac.  If you don't see it, I expect not.

Ameyer3
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Is this available for QB online? The version I have does not seem to have this option.

BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

Probably not. QB Online is quite weak compared to QB Desktop and has far fewer features like this.

 

Intuit pretends they're more the same than they really are.

Mike29
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Is there a way to make Quickbooks alert you somehow with email or popup or something when the date approaches or is has gone past the date?

Mike29
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Is it possible to have Quickbooks send an email or alert with popup or something when the GEN LIABILITY EXPIRES Or WORK COMP EXPIRES date is approaching or has past?

Bryan_M
QuickBooks Team

Tracking insurance expiration dates for sub-contractors in QBDT

Hi there, @Mike29.

 

Let me help you auto-alert with a pop-up or email when the Gen Liability or Work Comp expiration is approaching in QuickBooks Desktop (QBDT). 

 

Before anything else, please know that the feature to track these items is only available in the Contractor and Accountant edition. If you switch to Contractor mode.

 

However, if you have a different edition, you can create a bill reminder and set it to notify before the due date. Here's how:

 

  1. Open the bill.
  2. Click Memorize, then choose Add to my Reminders List.
  3. Choose how often you want to be reminded. Then, enter the date in the Next Date field.
  4. Click OK.

 

On the other hand, in the upper right corner. Under the Company. You can set up any kind of reminder with a Date to show up. In the Preference, you can also set how many days in advance you want something to show up. Feel free to follow these steps: 

 

  1. Go to Edit at the top menu bar, then Preferences.
  2. Scroll down and click Reminders.
  3. Choose the My Preferences tab.
  4. Put a checkmark in the Show Reminders List when opening a Company file.
  5. Go to the Company Preferences tab.
  6. Select those reminders you need based on the one you've set up.
  7. Click Ok

 

However, it was often left at 0, and you scheduled the reminder when you wanted it to show up. In the description, you can put something like XYZ's insurance expires next month or expires, etc. Also, you can look for a third-party app that can help you notify when a due date is near.

 

If you want to learn how to have automated payment reminders for invoices and statements, you can read this article: Create automated payment reminders for invoices and statements.

 

Click the reply button for additional questions about managing your transaction's due date reminders. I'll be willing to help. Keep safe and have a good one.

BigRedConsulting
Community Champion

Tracking insurance expiration dates for sub-contractors in QBDT

@Bryan_M 

RE: Currently, the option to auto-alert with a pop-up or email when the Gen Liability or Work Comp expiration is approaching is unavailable in QuickBooks Desktop (QBDT).

 

Why did is the feature now unavailable? Who took it away and why would you do that?

 

RE: I know how this feature is a handful on your end.

 

The feature that isn't available is a handful?  How is that possible?

 

Mike29
Level 1

Tracking insurance expiration dates for sub-contractors in QBDT

Thanks for the help. This functionality is already baked into our calendar apps where we keep our schedules where we can manually enter and update events and notifications. I was trying to hopefully just turn on a setting so it gets done for free because we have a massive list of vendors and the data entry and maintenance is extremely daunting. Remembering to keep setting all this up with the churn is also a tough ask. QB alerts us when the payroll needs an update and other important dates that are approaching without having to manually set and maintain such alerts manually. I was just hoping to get that same functionality here as it is mission critical in Construction software.

ArielI
QuickBooks Team

Tracking insurance expiration dates for sub-contractors in QBDT

Hello, @Mike29.

 

I am aware of the advantages for businesses like yours to alert you with an email or popup or something when the due date approaches. I want QuickBooks Desktop to have this feature as much as you do. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.Here's how:

 

  1. Go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Enter your thoughts and suggestions.
  7. Click Send Feedback.

 

For future help, you can customize the data, add or delete columns, and add or remove information on the header/footer of the report: Customize reports in QuickBooks Desktop.

 

If you have further questions about features in QBDT, you can comment below and we'll respond to you as soon as possible.

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