Hi franks2,
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 the info you've shared above, I see you benefiting more by contacting our sales team outside of the Community. A specialist will be able to assist you with exploring the program options available to you. 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 a message away in case you need anything else.