cancel
Showing results for 
Search instead for 
Did you mean: 
CharleneMaeF
QuickBooks Team

Vendor's insurance dates

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:

 

  1. Go to the Gear icon and then select Recurring Transactions.
  2. From the Recurring Transactions screen, click New.
  3. Select the Transaction type and then click OK.
  4. Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
  5. Choose a vendor or customer.
  6. Enter the Interval and the Start/End dates.
  7. Add the details of the reminder.
  8. Click Save template.

 

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.

dmventre
Level 1

Vendor's insurance dates

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

AileneA
QuickBooks Team

Vendor's insurance dates

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 TypePriorityWithDue 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.

ctmhjm
Level 1

Vendor's insurance dates

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

 

ShiellaGraceA
QuickBooks Team

Vendor's insurance dates

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 TypePriorityWithDue 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.

P Austin
Level 1

Vendor's insurance dates

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?

JamesAndrewM
QuickBooks Team

Vendor's insurance dates

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!

P Austin
Level 1

Vendor's insurance dates

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

P Austin
Level 1

Vendor's insurance dates

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

Candice C
QuickBooks Team

Vendor's insurance dates

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! 

mzwitt
Level 1

Vendor's insurance dates

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?

 

 

Mark_R
QuickBooks Team

Vendor's insurance dates

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: 

 

 

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.

Barb12
Level 1

Vendor's insurance dates

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

DHeraV
Moderator

Vendor's insurance dates

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!

Burnee5
Level 1

Vendor's insurance dates

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. 

SCPSAL
Level 1

Vendor's insurance dates

is that only in QB enterprise?

Need to get in touch?

Contact us