Hello, Fred.
I hope your current case is going well. I'd like to share some details on the two options you've mentioned and help you decide which method is better.
If you have the Advanced plan, assigning a custom field to your client's profile can be an option. This works both for your transaction forms and profile.
Though if you want to see the attorneys assigned to your clients' profiles, you won't be able to see the filter option (for the profile custom field) on the Profit and Loss reports.
However, the filter option for the custom field on the profile exists when you pull up the Customer Contact List report.
To further elaborate, since the Profit and Loss report relies on certain transaction data, we're unable to use the filter or grouping options for the custom fields.
Though, you can pull up a different report instead. For example, the Transaction List by Date report (this report lists all of the transaction data for filtering).
Take note that on the Plus version, you can only use the Custom Field feature on transactions. A workaround for this is to use the Customer type function and assign an attorney to your client's profile.
To add a customer type:
- Go to the Sales menu, then click the Customers tab.
- Click the Customer types button.
- Hit the New customer type button.
- Enter the name of the attorney, then hit Save.
Simply open your client's profile then go to the Additional Info tab to assign the attorney.
The customer type filter option exists on the Customer Contact List report only.
Regarding the first option you mentioned, the Profit & Loss reports target your transaction so you'll be able to report the activity by attorney.
Since you've turned on the Class tracking feature, the Profit and Loss by Class report will automatically be added to your list of reports.
Assuming you've created the transactions and assigned classes for them, here's how you can filter the report:
- Open the Profit and Loss by Class report.
- Click the Customize button.
- Expand the Filter section.
- Check the Class, then specify and attorney.
- Hit Run report.
I'm adding these links in case you need some references about the features I've mentioned:
If you also need help with your bank transactions, I'm sure you'll find this article useful: Categorize and match online bank transactions in QuickBooks Online.
I'm willing to work with you and share some other details on processes and features in QuickBooks Online. Just let me know what else you need to do for your law firm. Always here to help.
