Hey there Brnstrmr,
Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.
Based on what you've described, I feel it would be beneficial to have someone work with you virtually to ensure the credits are applied correctly and go over your option to create recurring templates. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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If you have any other questions, feel free to reach out here.
