I appreciate you keeping us posted, TT1913.
I thank you for providing the details on how you're able to get a simpler solution which best works for you. This would help other users who might experiencing the same situation.
Just in case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self-help.
As always, I'm just a post away if I can be of additional assistance. Cheering you to continued success.
