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Need Projects and Product and Service Items

We need a way to map transactions to projects, products, and service items in QBO. Without the feature the tool doesn’t work for us.

Which component of Uncat does this request relate to?
Status: Completed4 comments

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Comments4

  • Jared Smith

    Team•

    Mar 12

    This is now live for mapping expenses to Products / Services in QBO. Please see this document:

    https://support.uncat.com/help/articles/8439933-use-products-and-services-on-qbo-expense-transactions.

  • Jared Smith

    Team•

    Mar 11

    We are actively working on this now and it will be out this week.

  • Timothy Wingate

    •

    Oct 17, 2025

    On the transaction screen, there is no place for me to book this transaction to a project or select a correlated product and service item. The category list only gives me the chart of accounts as an option.

  • Brandon Bruce

    Team•

    Oct 17, 2025

    Hi! There is a Category/Item column in the dashboard. If the transaction accepts Item, you should see Item options in the dropdown in that column. For projects, you can use the Customer dropdown in the dashboard to choose a project (i.e. sub-customer). Let us know if that helps or if you can provide an example of what you’re trying to do and expecting/wanting to see in Uncat. Thanks!