Hi, I've just taken over the bookkeeping for a firm of solicitors. They were using a really old system that was specifically geared for solicitors, but it is now unsupported and they need to be MTD compliant so I've put them on QBO.
The system they previously used separated their client and office bank accounts and I'm comforatble with this on QBO. However when they set up new clients they allocated a 'matter' to the client ie - Power of Attourney, Sale, Purchase or Lease of a property etc - the monies paid and received were then recorded against the relevant 'matter'. This is where I'm unsure if QBO is able to replicate doing this and if it is how would the best way to set their accounts up in this way.
Any help/advice would be greatly appreciated.
Many thanks
