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M
MEC Office
April 30, 2021
Question

Does anyone know of a way to track Vendor COI's and Expirations in QBO?

  • April 30, 2021
  • 2 replies
  • 0 views
Does QBO have the ability to track "Certificates of Insurance" for Vendors?

    2 replies

    Rose-A
    Rose-A
    May 1, 2021

    Allow me to prove some information regarding tracking certificate of insurance for  vendors in QuickBooks Online, MEC Office.

     

    Tracking Certificates of Insurance for vendors is currently unavailable in QuickBooks Online.

     

    While this option is currently unavailable in QuickBooks Online, I'd suggest visiting our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/whats-new/.

     

    Also, you might find this website interesting: Video Tutorials. It has step-by-step videos about managing your QuickBooks Online Company, income, expenses, banking, inventory, and running reports.

     

    If you have any other questions or need anything else in QuickBooks, let me know in the comment below. I'll be more than happy to help you in any ways I can. Have a lovely day!

    P
    parkside
    May 25, 2022

    When can QB Online be updated with a tracking feature for COI's and expiration? It should be added to the Vendor profile and to Contractors.  

     

      G
      GlinetteC
      May 25, 2022

      Hello, parkside.

       

      We're unable to provide an exact time when the tracking feature for COI and expiration be added to QuickBooks Online.

       

      You can send feedback within your account directly to our developers. They are open to ideas to help improve our product that suits your business needs. Here are the steps:

       

      1. Go to the Gear icon.
      2. Select Feedback.
      3. Enter your comments or product suggestions. 
      4. Then select Next to submit feedback.

       

      If you need help with some How do I questions, you can visit our website for tips and other resources for reference: QuickBooks Help articles.

       

      The Community is always eager to help if you have other questions navigating your account.

        M
        mcastello
        March 14, 2023

        Is there a way to do this on quickbooks desktop?

        I
        icllc
        March 28, 2023

        They took this feature away a few "Updates/Upgrades/Versions" ago.  As far as I know, there is nothing in QB Desktop to do this out of the box.  You can follow the example above, which is a multi step process and complicated.  It used to be so easy...I wish they would bring it back.  In our field, we need to know when the crets are expired or close to expiration.  Otherwise, enter the info in Excel and track it manually.

        V
        VaniaMarie0816
        April 14, 2023

        Is there a way to Auto Populate the COI information once the custom field is created?? 

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