Thank you for taking the time to post today, pwhite9279.

I will help you with your concerns. This is pretty much for the standard post. However, I am happy that you are taking advantage of the Community so other users can share their thoughts, as well. 

Change account numbers on transactions.

• Could you please specify what transactions are these?
• If you mean changing the account number of your accounts in the COA, technically, QuickBooks will allow you to do this.

Linked bank accounts not downloading transactions.

• There could be an issue on the bank's server.
• You can click the Update button to refresh the connection.
• If you're getting an error code, you can search the error code in the Community to find the article with steps to resolve it. You can also tell us by commenting below.
• Check this out: What to do if you get a bank error or can't download transactions in QuickBooks Online?

Sub-accounts and Tags

•  Please add more details about this part, but I'm sharing the articles about this.
• Create subaccounts in your chart of accounts in QuickBooks Online
• Tag transactions in QuickBooks Online

Set up recurring transactions

• This is a great feature because this will save you time.
• Create recurring transactions in QuickBooks Online
• How to Schedule Recurring Transactions: Record, Edit, & Monitor

Recategorize all lines of a paid bill.

• We're unable to reclassify all lines of a bill, but we can do this to bank transactions.
• Check this out: Reclassify or move multiple transactions at once

How to see the version they have?

• Please clarify this part.

Beginning balances aren’t all in so that’s gotta be done.

• Please check this out: What to do if you didn't enter an opening balance in QuickBooks Online

Depreciation and interest.

• Here's an article for you: Depreciate assets in QuickBooks Online

We’ll need to close the books and they’ve never closed them so I need to speak to someone about that.

• Please check this out: Close your books in QuickBooks Online

I'd like advice on what order to do all the tasks in. 

• Please clarify this part.

We can’t find where we are off on October bank stmt and need assistance with that.

• If you're referring about reconciliation, yes, the bank statement can help. You can do a bank reconciliation for the bank of October alone.

 LOT of double work by entering data into QB then in Excel

• You can export reports to Excel if you want to add something that can't be customized within QuickBooks.

I plan on becoming a pro advisor myself and would like to speak to someone about the best plan to accomplish this...

• Check out this page: Become a certified ProAdvisior, QuickBooks.

The way they’re creating monthly rental invoices seems bizarre to me so I need to speak to someone about this too. 

• You can create an invoice like how you usually create one.

How can I get a time scheduled with an expert at Intuit?

• You can contact our experts to have a screen-sharing session. They are available on weekdays from 6 AM to 6 PM PST.

If you have other questions, please don't hesitate to go back to this thread. Have a good one!