Hi there, @pwhite9279.

I'm taking note of the feedback regarding the experience of the company you're helping with about the ProAdvisor they hired. I encourage sending a message to this ProAdvisor or submit a rating of your experience, and also do some clarifications. They can do this by going to their Profile.

Also, to assist you further, can you add some details about your Chart of Accounts? For me to provide the best resolution for you.

In the meantime, you check this resource to help you get ready during tax season: QuickBooks Online Year End Prep and Resources.

 I'll be looking forward to hearing back from you. Have a great day!