I appreciate you for joining this thread, Dtothez. I'm here to provide some helpful insights regarding the steps in the thread.

Please note that the steps, articles, tutorials, and information shared with our colleague above are for standard scenarios.

When dealing with complex situations, it's recommended that you seek assistance from a qualified accounting professional. They can offer valuable suggestions and ensure books are accurate and error-free. 

Moreover, you might find these articles helpful in achieving basic tasks in QBO: Video tutorials for QuickBooks Online.

We're only a click away if you need assistance with QuickBooks-related concerns. I'll be available to assist you. Take care.