If you encounter the QuickBooks error "status":400,"message":"Trust accounting requires the client to be connected to a QuickBooks customer", it usually means that the client associated with the trust account is not properly linked to a QuickBooks customer. This error typically appears when attempting to deposit funds into a client’s trust account.
Why This Error Occurs
QuickBooks requires every client involved in trust accounting to be connected to a corresponding QuickBooks customer profile. If the client is not linked, the system is unable to process the transaction, resulting in this error.
How to Fix the Error
To resolve this issue, follow these steps to ensure the client is correctly connected in QuickBooks Online (QBO):
1. Open the Matter You Are Working On
Navigate to the Matters tab in LeanLaw.
Locate and select the matter associated with the trust deposit.
2. Connect the Matter to a QuickBooks Customer
Click on the QuickBooks tab.
Select the QuickBooks Connector option.
Connect the matter to the corresponding QuickBooks customer.
3. Create a New Customer in QuickBooks (If Needed)
If the client does not yet exist in QuickBooks Online, click "Create a New Customer".
Conclusion
This QuickBooks error is a simple connection issue that can be quickly resolved by ensuring the client is linked to a QuickBooks customer. By following the steps above, you should be able to deposit trust funds without encountering further issues. If you continue to experience difficulties, double-check the connection or contact LeanLaw support for further assistance.