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Hi there, @srikasignet.
I'd be glad to help you with any concerns your in to regarding QuickBooks. I'd like to know if Mr. Patrick John you've mentioned is one of the employees in Intuit? If yes, he may be referring to contact QuickBooks Online Care Team through chat. If not, you may settle this in private, but make sure that this person is trustworthy and never give your private information when asked to avoid fraud.
Anyway, here's how to contact QuickBooks Online Care Team:
You may consider checking out this article for your future task whenever you'd like to track your business financials in QuickBooks Online: Run reports in QuickBooks Online.
I'll be here if you have other concerns or questions. Just let me know in the comment section. Take care always.
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