Hi dk64,
Thanks for connecting with us here. It's important 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 the info you've shared above, I see you benefiting more by contacting our support team outside of the Community. A specialist will be able to assist you further so you're on the right track. You can reach out to our support team by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies.
Feel free to keep me posted on how you make out. I'll be here in case you need anything else.
