Pete_Mc
Community Champion

Other questions

What about using the Reminders?

 

In Desktop it's in the upper right corner or under Company.  You can set up any kind of remind you want with a Date to show up.

 

In Preferences you can set how many days in advance you want something to show up.  But I leave that at 0 and actually just schedule the Reminder for when I want it to show up.  In the description I'd then put something like XYZ's insurance expires next month or expires 02/15, etc.

 

Pending how you have your desktop set up, you can have a small Reminders window open when you launch QBs or you can just go look every so often to see what's coming up.