Is there a way to set up a time to do an online meeting with a QBO advisor to run through questions we have with the custom workflows we are trying to implement?

Hi Maddison,

If your QuickBooks Online subscription is less than 90 days from sign up date, you can book a Getting started session with the onboarding team using the link below.

Getting Started session: 

https://calendly.com/assisted-onboarding/qb-getting-started

This service is for new QuickBooks Online customers looking for help getting set up. If you have a specific question or need immediate assistance, please contact our Live Support Team. You can refer to this article to connect with them: Get help with QuickBooks products and services.

Furthermore, here's a link you can check about adding or setting up customers in QuickBooks Online.

Posta again in the Community if you have other QuickBooks Online concerns.