I've got a workaround to share for you to track the dates of your vendor insurance policies, Sarah193.
Tracking the expiration dates in QuickBooks Online (QBO) for vendor's insurance policies is currently unavailable. Alternatively, you can track it by manually entering the details in the Checks or Expense transaction. And then within the Category details, you'll have to select an expense account.
Here's how:
- Go to the +New option located on your upper left-hand.
- Under the Vendors column, choose Expense or Check.
- Fill out the necessary fields such as the Payee, Payment account, Payment Date, and Payment Method.
- In the Category field located within the Category details, you'll have to choose an expense account.
- After doing this, enter the Amount field. Then press Save and Close.
Furthermore, you may also want to learn more about how to create a purchase order if you're able to follow the steps above.
If you have further questions regarding vendor insurance, please enter your concerns below for us to know.
