Hello, colleencoco1.
General Liability and Workers Compensation Insurance and the option to set an automatic alert on these fields are available in QuickBooks Desktop Premier Contractor Edition. You'll want to upgrade to be able to use these options and have a way to track vendor insurance. You can upgrade your company file if you want to this option.
After upgrading, you can set your vendor's insurance in their profile and set the reminder to automatically prompt and remind you that it's already due. Here are the steps to set the reminder:
- Click the Edit tab at the top menu bar.
- Select Preferences.
- Go to Reminders.
- Go to the Company Preferences tab.
Get back to me anytime you have additional questions about the custom fields. I want to make sure you're taken care of.
