QB Issue Resolution:

In the Customer Centre: Create a single Customer for each firm and then a Job for each lawyer at you work with at a firm. You can then create sub-jobs for each project you work on underneath a given lawyer.

Your listing in the customer centre will look like:

Bugle & Co                                                  – the firm

JJ Jamieson                                        – the lawyer your working with

Peter Parker (aka Spiderman)   – the project you ‘re working on for the lawyer


This way you can also track revenues and expenses for each project you work on for a given lawyer in a given firm, and should the tax man ever come calling to audit a clear trail of the charges to a given lawyer, and your revenues and expenses.

Resolution for Issue 'Law firm as a client – how to set up multiple attorneys at same firm?' available: Yes (Solved).
Source: Intuit Community forum.

Law firm as a client – how to set up multiple attorneys at same firm?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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