Thank you for jumping in, Amanda.
I would recommend contacting our QB Desktop Support. This way, they use a screen-sharing tool so you can discuss the features of the Loan manager while you're on the same page.
- Open QuickBooks.
- Go to Help, then select QuickBooks Desktop Help.
- Select Contact Us.
- Give a brief description of your issue, then select Let's talk, and then choose a way to connect.
If you have any other concerns, you can always go back to this thread.
