Hello, Wiltshs. 

Thank you, and I appreciate your efforts in sharing the update and workaround with other users. This surely helps other users who experience the same problem.  

To further guide you in managing the growth of your business and sales transactions using QBO, I'd recommend checking out this article: QuickBooks Help Articles. It includes topics about account management, managing customers and income, and banking, to name a few.   

Loop me in anytime here if you need another help or anything related to QuickBooks. Take care!