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December 27, 2018
Solved

vendor information

  • December 27, 2018
  • 3 replies
  • 9 views

When entering a new vendor, I have been able to input their "Work Comp Expires" and "Gen Liability Expires" in a field on the 'Additional Info" page.  Those fields recently disappeared.  How do I add them back.  I need to track when our subs insurance is ending. 

Best answer by qbteachmt

What you describe are data fields only seen when you install the QB Desktop PC program as Premier Contractor Edition.

 

Example: You used to run QB 2016 Premier Contractor.

 

Now you bought QB 2019 but downgraded as Pro. Pro doesn't offer these fields.

3 replies

qbteachmt
qbteachmtAnswer
Level 11
December 28, 2018

What you describe are data fields only seen when you install the QB Desktop PC program as Premier Contractor Edition.

 

Example: You used to run QB 2016 Premier Contractor.

 

Now you bought QB 2019 but downgraded as Pro. Pro doesn't offer these fields.

GlendaryAuthor
December 28, 2018

i didnt purchase a new version but i has our IT guys working on this PC.  i think they loaded the Premier Edition on it and it should have been the Premier Contractor Edition.  Thanks for your help

PreciousB
Level 6
December 28, 2018

Hello Glendary,

 

Let me add some details about the QuickBooks Desktop Edition.

 

If your IT guy accidentally selected a different Industry Type for QuickBooks, you can reinstall QuickBooks Desktop using a clean install to toggle to a different edition. Please make sure to back up the QuickBooks company file before doing this.

 

Once you're done reinstalling QuickBooks Desktop, you will be given the option to choose the edition when you open the program for the first time. Just make sure to select Contractor Edition. Lastly, you can now restore your backup company file.

 

I look forward to hearing from you soon. Let me know if you need further help, I'll be around.

December 28, 2018

Hello, @Glendary.

 

It's good to see you here in the Community. Let me help share some information about adding fields in the Additional Info page of a vendor.

 

If this was accidentally deleted, you can always add these fields back in QuickBooks. Here's how:

  1. On the Additional Info page, click the Define Fields tab.
  2. Enter the desired info in the Label column and fill in other details.
  3. Click OK. Then Click OK again to save the information.

 

 

That should do it. As always, you can contact our Desktop Care Support if you need assistance with the steps. Here's how to get their contact information:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

I'm always here to help if you have other questions about entering a vendor information in QuickBooks.

March 11, 2020

is there any similar feature to that in the desktop contractor version to input get liability & workers comp expiration dates to get yearly reminders on each sub? or do I have to create custom fields and reminder alerts manually?

QuickBooks Team
March 11, 2020

Thanks for posting your payroll concern in the Community space, amandatropical.

 

In QuickBooks Desktop, you can only add the Work Comp Expires and Gen Liability Expires as an additional field. This way, you can track their expiration date in the Vendor's profile. However, the option to get yearly reminders on each sub when setting them up in the Custom Fields section is unavailable. We need to set them up in the Reminders list in QuickBooks.

 

Here's how you can add the fields:

 

  1. Click 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. Press OK.

Then, let's create a reminder for Work Comp Expires and Gen Liability expiration date.

 

Here's how:

 

  1. Click 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. Press OK.

To learn more about Workers' Compensation, please refer to these articles:

 

I have a link here that provides you with articles about managing expenses and vendors in your account: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Desktop.

 

Keep me in the loop if you need a hand with running vendor's report or any QuickBooks related. I'm glad to help. Have a wonderful day ahead. 

December 22, 2025

This helps adding the updated dates, but the old dates from our older QB version were put on the vendor info page which creates confusion and I can not remove or edit them!  Once I add the new exp dates, how do I delete or edit them from the Vendor info page?