Hi eli10,
Welcome to the Community. I hope business is going well on your end. QuickBooks Online is a dynamic program that simplifies the way you manage your transactions. I'll be glad to point you in the right direction so you can get the resolution you need in a timely manner.
Making sure you're recording your transactions properly is an essential step for maintaining clean books. Based on what you've described, I recommend reaching out to an accounting professional for expert advice on this If you're not in contact with a professional, don't worry, you can search for one using this link here.
I'll also leave this question open in the Community so other accountant users can share their advice. Otherwise, feel free to ask other questions, I've got your back.
