Hello there, @JMBusiness.
I'd like to ensure that we're on the same page, so I can provide you with the correct steps to answer your question.
Can you please provide us with some additional information about your specific concern by commenting below? I'll do my best to resolve it and might share some relevant articles on doing that particular task in your QBO account.
I'd appreciate it if you could provide more details about your concern. We look forward to it.