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Hi Jen,
Check out this video I made for you:
https://www.loom.com/share/8c8c5c1e32de431eaf67ed98269eff5d
I would also point you to the learning centre. This is the best place to get yourself familiar with the extended QBO platform.
https://quickbooks.intuit.com/au/learning-centre/
Thanks.
IntuitJames