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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

Requests Module

Request w9s and other documents via Uncat

Receipts Module

How to manage receipts across multiple clients Enable client users to see all receipts Export transactions or receipts

Karbon Integration

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 Use Products and Services on QBO Expense Transactions

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

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

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