Hello there, @JR88.

My colleague has already answered a similar question you've posted. You can refer to this link if you haven't checked it yet: https://quickbooks.intuit.com/learn-support/en-uk/banking/re-ask-your-quickbooks-question-drop-in-se....

I'd also encourage checking our Help articles page to learn some tips and tricks in managing your QBO account. From there, you can read great articles that can guide you through the steps by steps process.

Please let me know if you have any additional concerns with QuickBooks. We're always here to help.