Hello, @VincentOH.

I understand how challenging it can be to encounter difficulties when trying to change the customer assigned to an expense. I'm here to help you resolve this issue and get back on track.

To ensure accurate processing of the expense transaction in QBO, it's important to first verify that the assigned customer in the linked online banking transaction matches. By doing so, we can avoid any potential errors and ensure a smooth experience for all parties involved.

I completely understand that you have already reached out to our call support .However, I suggest contacting our customer service team for a screen-sharing session again. This will allow them to identify the root cause of the issue and provide a solution.

For future reference, you can read this article if you want to make your reports more personalized, you can check this article: Customize reports in QuickBooks Online.

If you have any additional concerns, you can comment below. The Community is available for you.