Good day, @mhelfrich.

I want to help you, but I need more details to discern your concern better. What instructions provided above are you referring to? Additional information is appreciated.

In case you need articles and tips about managing your company’s data, you can visit our Support page anytime. You can also bookmark our Resource Center. It has free tools and bookkeeping basics you need to organize your records and ensure they’re accurate.

Write soon once those details are ready. The Community team is always here to help you out. Take care!