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I appreciate you coming back to the thread and providing us with an update and additional information, @bethlloyd01. I'd be glad to route you to the right team to solve your concern efficiently.
Thank you for following the steps provided by my colleagues. If you are utilizing a third-party app, I recommend contacting its developer team to further investiagte your app and give you the appropriate solution based on your situation, given that the problem persists after your troubleshooting efforts.
You might want to visit this link to guide you in being compliant and organized with your document management.
Helping you is our top priority. Please get back to us if you need further assistance with QuickBooks-related concerns. We're always here to help you. Take care!