Many thanks! I appreciate your help.M

That’s it. Of course it is. Now I feel foolish. It was so simple, and I even knew how to do that, but had decided it must be much more difficult than that. As m...

Thank you, LauraAB. My first step was to chat with my accountant. She is just so incredibly busy at this time. She asked if I could ask someone else or wait. Pe...

Thanks JamesM4.This is helpful. Unfortunately, the items are many years ago when someone else was doing the bookkeeping. How do I unreconcile that far back with...