Bank feed workflow with Uncat
Written By Brandon Bruce
Uncat sings transactions to and from accounts in the QuickBooks Online ledger. Uncat does not have access for visibility to the bank feed. The preferred workflow is to categorize transactions from the bank feed to an uncategorized account in QuickBooks in order to automatically sync into Uncat. Any information from the bank feed that goes into the description field on a transaction in QuickBooks Online will be visible and read-only in Uncat.