Other questions
Setting up a reminder for your vendor's insurance is within a few clicks, @EStier! Let me show you how.
You can create a to-do reminder with a 1 or 2 days allowance before the due date of your vendor insurance. This way, a pop message will show reminding you to pay your vendor's insurance in advance.
You can do so by following the steps below:
- Go to Company.
- Select To Do List.
- Click To Do.
- Put a checkmark on the WITH selection.
- Choose Vendor.
- Select the name of your vendor.
- Enter a few words describing how you wanted to be reminded about the insurance payment.
- Click OK.
On that same page, you're also able to manage all the to-do reminders you've created. Here's a screenshot you can review for a visual reference.
I'm also adding this reference with an overview of how you're supposed to track your vendor's activity: Accounts Payable Workflows in QuickBooks Desktop.
Don't hesitate to comment below if there's anything else I can help you with vendor's insurance and your expenses. I'll be around to provide the information you need. Take care and stay safe!
