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Buy nowHad two fields in the Vendors that allowed to track Workers Compensation and Liability insurance with reminders when both were to expire. Since upgrading to 2022 those fields are no longer editable but show on the home screen of the vendor. How do I get those fields back to track?
Hello there, @LLY.
I've tried navigating the Vendors Center and the vendor's profile in both QuickBooks Desktop 2019 and QuickBooks Desktop 2022 versions and I'm unable to see the "more information" section that allowed you to track Worker's Compensation and Liability Insurance.
Here's what it looks like:
I recommend sending us a screenshot of the fields you were trying to navigate for us to ensure we're on the same page. It would also help us to identify the best resolution to your problem.
For future reference, feel free to review this module about handling Multiple List Entries in QuickBooks Desktop: Add and edit multiple customers, vendors, and items.
Keep us updated by leaving a comment on this thread. We're always here to help you further with this matter or QuickBooks in general. Keep safe!
Sorry it is under the additional information
I have gone through that article and it does not address the issue. My client would like to be able to continue tracking the Workers Compensation and Liability Insurance with the reminders of expiration date as the vendors are required to have both of those in order to be able to work. It was working until the upgrade to QBDT 2022 when it became un-editable but the dates remain on the individual vendor record. I do not have a screen shot available at this time.
I appreciate you're time in getting back to us, LLY.
The "more information" section under the Additional information which allows tracking of Worker's Compensation is not an option in QuickBooks Desktop.
We understand your desire to have this specific option. We are taking note of this suggestion. While we continue making improvements with the product, I want you to be updated with the new features added in the software by following the steps below:
Here's how:
Another way to be updated to the latest future release in QuickBooks Desktop is by visiting this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.
You might also find this article helpful to become more familiar with the new features and functions of QuickBooks Desktop 2022: What’s new in QuickBooks Desktop 2022.
If there's anything I can help you with QuickBooks Desktop, feel free to drop me a reply below. Hope you have a good one.
Curious as to why it was functioning in 2019 as a custom fields but no longer allowed in 2022 as those fields are now useless.
Hello, LLY.
Thanks for taking the time to get back to us. I'd like to shed some light and clarify the availability of those insurance expiration date fields on your vendors in QuickBooks.
The Worker Compensation and Liability fields are still available in QuickBooks Premier or Enterprise 2022 (Contractors edition only).
It looks like a general edition of Premier or Enterprise is currently being used, which is why you're unable to see the custom fields for the vendor insurance. Those fields are exclusive to the Contractors edition of QuickBooks Desktop.
We'll want to toggle back to the Contractor edition. Here's how:
Alternatively if you're using the Accountant edition, we can also toggle it this way:
I'll also add that the insurance fields are not available in the Pro Plus version. Also, the Toggle feature is only available in QuickBooks Premier, the Accountant Editions, and QuickBooks Enterprise.
After toggling, open the vendor's edit screen again then change the expiration dates if needed.
For more details about switching to another edition, we can take a look at this article: Toggle to another QuickBooks edition.
If you'd like to generate reports to see your financial data, we can checkout this article for more details: Understand reports.
Check out the rest of the series guides if you'd like to utilize the Reports feature and get the data you need such as vendor transactions, open bills and more.
If you have other questions about managing your vendors or any features in QuickBooks, please let me know. I'm always here to help.
Awesome! Thank you very much for the information - with this information tells me the client updated to the wrong version.
You're welcome, LLY!
Glad I was able to help.
Let me know if you have other concerns regarding QuickBooks.
I currently use Desktop Pro 2021 and suddenly I cannot edit vendor information other than name and address. The former options of tax settings, payments, etc. are now gone. How can this be resolved?
Welcome to Community, dawnpierson.
Let me help you by making sure you'll be to edit vendor information In QuickBooks Desktop.
Keeping your software up-to-date is a crucial step to ensure that you don't run into problems. You can update manually or turn on Automatic Updates, and all the steps can be found in this article: Update QuickBooks Desktop to the latest release.
If you're still experiencing an issue when reinstalling QuickBooks, we can use the QuickBooks Tool Hub to fix this.
Follow these instructions to download and install the tool:
From there, let's run the Quick Fix my Program tool from the Tool Hub.
I've added this article if you need to modify the vendor reports: Customize vendor reports.
You can always count on me if you need a hand in editing vendors' information in QuickBooks Desktop. Have a great day.
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