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Sync files attached in QBO to Uncat

Feature Requests

It would streamline the workflow, when creating an uncategorized transaction in qbo, to be able attach the supporting documentation in QBO, and then have that document accesible to the client in Uncat. This would save a step where now you create transaction, save and sync to Uncat. And then attach the doucmentation in Uncat.

Which component of Uncat does this request relate to?
Posted by Robert Sterling ·
Status: Completed1 comment

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Comments1

  • Brandon Bruce

    Team•

    Apr 10

    Hi Robert. Yes, this works today. You can upload documents in QBO and they’ll show as attachments in Uncat so that you and your client can see them there.