I'm just now getting back to this... QuickBooks seems to have quite a few little kinks or quirks that I struggle with, and so I really appreciate the community and the ability to "work around" these issues.

I will let you know when I get this accomplished.
In the meantime, just fyi, it has taken me 20 minutes to find the community again. I don't know how I lost it, I thought I bookmarked the link, but I ended up having to go back and look through my web history. Shew.