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.
- From the Vendors tab, go to Vendor Center.
- Pick a vendor.
- Choose To Do's/Notes.
- At the bottom part, click Manage To Do's or Manage Notes.
- A window will come out. Enter the necessary details.
- 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!
