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I need to know how to create multiple client matters for one client in QuickBooks Essential - can QBE do that? Our typical law client has multiple matters. Do I need to buy QB Time?
Thanks,
Sam
Hi Sam, thanks for bringing up your concern here in the Community forum. I'd be glad to answer and guide you in creating multiple matters in QuickBooks and get you going.
Before doing so, I would want to know more about your concern. Can you specify what you meant about multiple matters? Do you mean to create multiple transactions or not? Any additional information would be greatly appreciated so I can provide you with an accurate resolution.
I'll be looking forward to your response. Don't hesitate to get back by clicking the Reply button below. I'm determined to help you get through this.
Hi Nicole,
Our law firm provides patent law services, and so most of our clients have multiple matters (projects) open and being billed to, at any one time. So for a given client (e.g., John Smith), we will have multiple matters (e.g., JS01, JS02, and JS03) that our attorneys may bill to. This means that variuos of our time keepers (e.g., atty1 and atty2) may bill time to any of the matters in a given billing period. For example:
M T W Th F
atty1 JS1-1.0 0 JS2 - 2.1 0 0
atty2 0 0 JS2 - 1.8 JS1 - 1.9 0
So any attorney may bill to any of the client's matters or any given day, and these billings need to be assigned to the proper client matter and billed out on a per-matter basis. So assuming a billing rates for both attorneys of $100, John Smith would receive an invoice for $290 for matter JS1, and an invoice for $390 for JS2 (and on the summary of invoices, a total of $680).
Also, can QuickBook Essentials do this? Or do we need QuickBooks Time?
Thanks!
Sam
I'll share some insights about creating multiple client matters in QuickBooks Online (QBO) @SamC34.
In QBO Essentials, the option to create projects for client matters is unavailable. The feature is only available for QBO Plus, Advanced, and Accountant versions. If you want to use this function, you can consider subscribing to the versions mentioned above or upgrading your current one (if you've already purchased QBO Essentials).
Alternatively, you can utilize the Time entry feature of QBO Essentials to bill those client's matters. In this process, you can add the Attorneys as an employee and add those matters as a Service item. Here's how:
After that, here's how to bill your attorney time for each client:
For reference, check out this article: Enter billable time by job in QuickBooks Online.
Should you have any other concerns or anything to ask about creating multiple matters or projects in QBO, please leave a reply below. I'll be here ready to provide additional help.
This doesn't answer the question about multiple matters for one client.
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