Hi there, Cathy.
I can see that managing financial transactions in QuickBooks can be challenging, and I want to assure you that QuickBooks Live Bookkeeping is here to help. Our team of professionals can help ensure that your books are accurate, up-to-date, and compliant, allowing you to focus more on your business.
On the other hand, may I ask if you have any specific concerns? The Community team would be glad to assist you if you could provide any additional information regarding the matter.
Additionally, I’m attaching a resource that you might find useful for running customized reports in QuickBooks Online (QBO): Customize Reports in QBO.
We'll keep this thread open, so please feel free to add more details about your query. Just click the Reply button, and we’ll make sure you receive the support you need.