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May 2, 2022 11:12 PM UTC
Solved

Tracking insurance expiration dates for sub-contractors in QBDT

I am using QBDT 2022 for a custom homebuilder and need to track the expiration dates of sub contractors' worker's comp & gen liability insurance.  Is this possible in QBDT?

BigRedConsulting
May 2, 2022 11:43 PM UTC

Yes, it's possible:

Per@qbteachmt , "If you Install Enterprise or Premier as the Contractor Edition, you already see these fields provided in Edit Vendor and they are Functional and reportable. You would run a report to include the vendor List info for General Liability Expires and WC Expires, for example."

 

It looks like this:

17 replies

BigRedConsulting
May 2, 2022 11:43 PM UTC

Yes, it's possible:

Per@qbteachmt , "If you Install Enterprise or Premier as the Contractor Edition, you already see these fields provided in Edit Vendor and they are Functional and reportable. You would run a report to include the vendor List info for General Liability Expires and WC Expires, for example."

 

It looks like this:

Jan 29, 2024 2:24 PM UTC

Is this available for QB online? The version I have does not seem to have this option.

BigRedConsulting
Jan 29, 2024 8:47 PM UTC

Probably not. QB Online is quite weak compared to QB Desktop and has far fewer features like this.

 

Intuit pretends they're more the same than they really are.

Jun 7, 2023 6:54 PM UTC

Intuit has removed this extremely helpful feature from the 2023 desktop Premier version.  Do they have plans to bring it back.  As stated earlier this is one of the best upgrades that they have done for contractors and now it is gone.  

Oct 16, 2023 11:37 PM UTC

This isn't good. Was notice given to customers? I didn't get that memo.