@susanzuca  Un(?)fortunately, I've managed to mostly avoid QBO, so I'm only good for very general questions about it.

You may get lucky with one of the staff here, but as far as the regular users here go, @Rainflurry  is probably your best bet for help with the finer details of QBO; BigRedConsulting and Just_me aren't fond of QBO either.

Since I tagged Rainflurry here, they might jump in on the discussion.