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JFast
Level 1

We are a law firm. How do I create and print a matter ledger for a client?

 
2 Comments 2
LieraMarie_A
QuickBooks Team

We are a law firm. How do I create and print a matter ledger for a client?

Glad you're here, @JFast.

 

In QuickBooks, there isn't an option to create an individual ledger for customers and suppliers. If you want to view the customer or supplier balance, you can generate the following reports:

  • For customers: Customer Balance Detail 
  • For suppliers: Vendor Balance Details

 

Then, here's how to run the reports:

  1. Go to Reports.
  2. Enter the report's name in the Find report by name field.
  3. Press Enter.

 

It's also a great idea to modify your report to focus on the details that matter the most. Refer to this link for more details: Customize reports in QuickBooks Online.

 

Please let me know if you need further assistance. I'm always here to help. Have a wonderful day.

Fiat Lux - ASIA
Level 15

We are a law firm. How do I create and print a matter ledger for a client?

@JFast 

You may explore this time tracker and billing solution for law firms to integrate with your QBO.

https:// timesolv.idevaffiliate.com/222.html

 

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