Brandon Bruce

Requests Module

Request w9s and other documents via Uncat

Search our help center to find answers for your questions. 

Request a Feature

Working with Clients

Adding a client to Uncat

How to disconnect a client from Uncat

Customize the client dashboard in Uncat

 Add a note to the top of the client dashboard

 Choose how often to notify your clients

Invite client users to Uncat

Viewing client updates in the Uncat dashboard

Navigating between clients

Reconnecting a client in Uncat

Moving a client from one accountant to another accountant

Preview as client

Sync any date range for a client in Uncat

Managing your Firm

Add your logo and customize Uncat in settings

Invite your accounting and bookkeeping coworkers to Uncat

How do I transfer ownership of my Uncat account?

Transactions Module

Refresh transactions

Hide a transaction in Uncat

Update transactions in bulk in Uncat

Add a message to a transaction in Uncat

Bank feed workflow with Uncat

Syncing transactions

Sorting and filtering transactions

Approve updates in Uncat

Search for transactions

Uncat supports tax rates

View categorized transactions

Splitting a transaction in Uncat

Receipts Module

How to manage receipts across multiple clients

Enable client users to see all receipts

Export transactions or receipts

Jared Smith

Karbon Integration

Guide to integrating Uncat with Karbon's practice management platform.

Uncat and Karbon Integration

Uncat and Karbon: Request Access or Leave Feedback

QuickBooks Online Integration

Uncat is a Gold Intuit App Partner

What fields from QuickBooks can I update in Uncat?

Sync transactions from any QuickBooks Online accounts with Uncat

Clearing QuickBooks errors in Uncat

Sync receipts to QuickBooks Online with Uncat

QuickBooks Desktop Integration

Connecting a QuickBooks Desktop client to Uncat

Debug mode in QuickBooks Web Connector

Installing the QuickBooks Web Connector

How often does Uncat sync with QuickBooks Desktop

Xero Integration

Updating Xero transactions from Uncat

Syncing Xero with Uncat

Billing

Canceling your Uncat account

Uncat has a free 7-day trial

Update billing settings in Uncat

Other Helpful Information

Uncat videos

Requesting a feature in Uncat

Accessing Uncat on mobile

How can we help you?

Help Center

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