Is there a way to track when Certificates of insurance expires for vendors that are subcontractors?

Hello dvallejo-solarte!

Welcome to the Community. QuickBooks Online doesn't have a feature to track the expiration of certificates. However, I have a workaround for you.

You can add the expiration date in the Notes section of the vendor's profile. Here's how:

1. Select Vendor from the Expenses menu.
2. Click the vendor's name, then Edit.
3. On the pop-up, find the Notes field and enter the expiration date.
4. Tap Save.

I added this link if you need detailed steps on how to track the money moving in and out of your business: Track your cash flow in QuickBooks Online.

Post again here if you have additional concerns with vendors. Take care!

How do you get a report to show when the insurance expires if is in a notes field.  I do not want to continue to look at each vendor file to see when it expires.

Hi there, @Trenna1. 

In QuickBooks Online (QBO), you can customize and personalize your reports. To run a vendor report that includes the details added in the notes field, you can use the Vendor Contact List report. 

Let me guide you on how to do it. You can follow these steps:

1. Go to the Reports. 
2. From the Find report by name field, enter Vendor Contact List. 
3. Click Switch to classic view. 
4. Click Customize, then hit Change columns. 
5. Scroll down and tick "Note." 
6. Once done, click Run report. 
   
   I'll provide screenshots for reference.
   
   

    

   

    

If you wish to print your vendor contact list report, you can check out this article: How to print a vendor contact list in QBO.

Don't hesitate to reach us here in the Community if you need further assistance running your reports in QBO. We'll be here to help. Best wishes! 

Desktop version of QBs used to have this feature.  Will QBO soon add this feature?  It is very important.

Thanks for joining this thread, @KW62.

I recognize the importance of tracking insurance expiration dates for vendors. Yes, that's correct. It's possible in the QuickBooks Desktop version. However, it's currently unavailable in QuickBooks Online (QBO).
 
In the meantime, you can manually track the expiration date by adding it to the Note section of the vendor's profile. You can refer to the steps for guidance.
 
I also encourage you to share your thoughts and suggestions through our feedback channel so they can consider adding this feature in future software updates.

Here's how:

1. Select the Gear icon, then choose Feedback.

2. Enter your comments or product suggestions.

3. Select Next to submit.

I'm including this link to assist you in tracking the money moving in and out of your business: Track your cash flow in QuickBooks Online.

I'll be around if you have further questions about managing vendors. Have a good one.