Quicken configuration and setup

I have quicken online that needs to be configured. I own a medspa and I need the receptionist to be able to enter sales and to be able to do the rest of business on the same system. I put together some spreadsheets for us to use until I can get something set up but none of my spreadsheets and/or scheduling systems nor sales communicate with each other and I am sure I am making more work for her than it should be. I am attaching what I have so maybe you can get an idea of what I am doing. You can log into my quicken online and look at that too. I just linked my checking account to it and accepted a huge batch of transactions but I'm not sure what else to do. If you want to see the scheduling system I use it is [login to view URL] ALL I WANT IS TO MAKE THE QUICKEN DO THE WORK I CURRENTLY DO USING SPREADSHEETS BUT IN A EASY WAY. only bid if you have experience with quicken, quick books and book keeping