Hello RobertK,
Thanks for joining 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 what you've described 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 1-833-317-2226. One of our specialists will be happy to assist you by sharing your screen and help you navigate the program. 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 one message away in case you need anything else.
