I want to be able to approve transactions after they are categorized by the client before they sync to QuickBooks Online. Currently, they sync automatically, but we need a review/approval step first.
Posted by Your Accounting adcma@accountingdepartment.com ·
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Comments1
Brandon Bruce
May 22
Hi! Yes, they sync automatically to QBO, but they’ll also show on your Uncat dashboard so that you can review them and make any changes as necessary.