Good afternoon, @Amy B2. 

Thanks for chiming in on this thread. Allow me to point you in the right direction. 

Yes that would be the correct way to do it if you spoke with one of our QuickBooks Specialists. You can always contact them again and get a second opinion from another agent. Here's how: 

1. Go to the Help menu. 
2. Click the QuickBooks Desktop Help option. 
3. Press the Contact Us hyperlink. 
4. Give a brief description of the problem and hit Let's talk. 
5. Scroll down and choose to Get a callback. 

Please let us know how it goes and if the answer remains the same. Have a splendid day!