Hi userdougdickcpa,
Glad to have you connect with us here. QuickBooks is the go-to program for business owners that are looking to streamline their work and get ahead with their business. I'll be happy to steer you in the right direction.
Based on what you've described, have you looked into class tracking yet? Class tracking allows you to track your transactions so you can run reports and filter them by class. To get started, you can check out our comprehensive article below. It goes over every step of the process and provides links to additional articles that'll be of use to you:
Get started with class tracking in QuickBooks Online
Feel free to reach out if you have questions as you go through the article. I'll be here in case you have additional questions. Otherwise, I wish you a great rest of the evening.