Hello wgallop,
Welcome to the Community. It's vital you get the help you need with QuickBooks. Rest assured, I'll be happy to steer you in the right direction so you're on the right direction with achieving your goals.
Based on what you've shared above, I see you benefiting more by contacting our support team outside of the Community. This ensures that your account info remains private and secure. A specialist will also be able to share your screen and help you further with this. You can reach out to our support team by dialing 1-855-253-1536. To find out more about our hours and other contact methods, please follow this link here: Contact QuickBooks Online Support.
Feel free to keep me posted on how you make out. I'll be on standby.
