cancel
Showing results for 
Search instead for 
Did you mean: 
operations8
Level 1

Is there a way to track subcontractors general liability and workers compensation insurance expiration dates like you can in Desktop?

 
3 Comments 3
Rustler
Level 15

Is there a way to track subcontractors general liability and workers compensation insurance expiration dates like you can in Desktop?

no there is not, unless  you put something in the notes in the vendor record

dcf1
Level 1

Is there a way to track subcontractors general liability and workers compensation insurance expiration dates like you can in Desktop?

We have quickbooks desktop Premier Contractor 2018 edition.  On one work station there are fields in the vendor profile under the "additional info" tab to insert the General Liability and workers comp expiration dates.  It is on the left side of the screen.  I would like to know how to get that same information on all of our work stations and server.  I have attached a copy of the screen that I am referring to.  I have looked and looked and cannot find how to accomplish this action.  thanks

MadelynC
Moderator

Is there a way to track subcontractors general liability and workers compensation insurance expiration dates like you can in Desktop?

Thanks for joining, @dcf1.


Allow me to share information that helps achieve your goal.

 

First, you’ll want to check if all the works stations need to work on the same company. This is to ensure the setting and preferences are the same.

 

If the other work station manages a different company, then make sure that the worker's compensation is turned on.

 

You can set up a multi-user network in QuickBooks, so all of your work stations and server have the same information. The setup requires you to adjust settings in QuickBooks Desktop, Windows, and your server.


These are the process:

 

  1. Set up QuickBooks Desktop.
  2. Set folder permissions.
  3. Install Database Server Manager.
  4. Set admin rights.
  5. Use Database Server Manager.
  6. Turn on hosting.


Please refer to this article to completely guide you to the steps: Set up and install a multi-user network for QuickBooks Desktop.


We also have help articles in case you need additional information about managing your QuickBooks account. I’m sure you’ll it helpful.


It'll be my pleasure to assist if you need more help. Have a good one.

Need to get in touch?

Contact us