Unable to Edit Client/Customer Field in Deposits
I am no longer able to edit the Customer/Client field on a deposit entry. Instead, it automatically inherits the Received From field, even when the payment was received from a Vendor. Chat support confirmed that this was an intentional update, but this change removes functionality that is essential for us.
We are a law firm, and many of our deposits are received from third parties such as co-counsel, opposing counsel, insurance companies, and other vendors. The Received From field should identify who actually sent the funds, while the Customer/Client field should identify which client the deposit belongs to. Those are two different pieces of information. Because these fields are now forced to match, we have to choose between recording who actually paid us or correctly associating the deposit with the client. In practice, this means we will have to list the funds as being received from the client instead of the actual payer.
This change also eliminates valuable reporting capabilities. We can no longer accurately report how much was paid by a specific insurance company, co-counsel, opposing counsel, or other third-party payer because every deposit will now appear as though it was received directly from the client.
I can’t imagine I’m the only one frustrated by this. If this change has affected your workflow, please add your feedback so QBO understands its impact and restores the ability to edit the Customer/Client field independently of the Received From field.