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fred-themaxgroup
October 12, 2021
Solved

How do I add a Class field to the Customer information form?

  • October 12, 2021
  • 1 reply
  • 0 views
I run a law firm. We set up our Clients as Customers and assign an Attorney to each Client. I set up our Attorneys in the Class field and now want to add/assign this Attorney Class field to the Customer informaion form.
Best answer by jamespaul

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: 

 

  1. Go to the Sales menu, then click the Customers tab.
  2. Click the Customer types button.
  3. Hit the New customer type button. 
  4. 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: 

 

  1. Open the Profit and Loss by Class report.
  2. Click the Customize button.
  3. Expand the Filter section.
  4. Check the Class, then specify and attorney.
  5. 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. 

1 reply

AlexV
AlexV
October 12, 2021

Hello fred-themaxgroup!

 

The Class is designed to track the income, expenses, or profitability by business segment or department. We're unable to use it to assign an Attorney or staff to a client. I have a workaround you can try.

 

What I can suggest is to utilize the Notes section. From there, you can enter any info including the assigned Attorney.

 

I added this link you can check: Customize reports in QuickBooks Online. This will show you how to run reports and customize them to get the right data.

 

I'm only a post away if you have additional questions. Take care!

F
fred-themaxgroupAuthor
October 13, 2021

OK...I had already enabled Class tracking and have been adding the Attorney (using the Class field) to track expenses and revenue by client case (Customer). I simply need to select the proper Attorney using the Class drop down menu while entering an expense or revenue transaction. Will this afford me the ability to report P& L activity By Attorney, By Case? Or would it be better to add a Custom Field to the Customer record for assigning the Attorney?

J
jamespaulAnswer
October 13, 2021

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: 

 

  1. Go to the Sales menu, then click the Customers tab.
  2. Click the Customer types button.
  3. Hit the New customer type button. 
  4. 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: 

 

  1. Open the Profit and Loss by Class report.
  2. Click the Customize button.
  3. Expand the Filter section.
  4. Check the Class, then specify and attorney.
  5. 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. 

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