ShiellaGraceA
QuickBooks Team

Other questions

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.