Tutorials

Demos

Watch on-demand video tutorials for accountants, bookkeepers, and clients below or on Loom or YouTube. Prefer live? You can book a demo at a time convenient for you. Need a link to tutorials you can send to your clients? Here it is.

Email templates

We’ve also written a couple email templates you can use to introduce your clients and colleagues to Uncat.

Add Uncat to your Address Book and/or Calendar

If you'd like, you can add Uncat as a contact to your address book. You can also add a recurring Uncat event to your calendar to update transactions.

Uncat Certified

When you’re ready, you can earn your cat-riding-a-horse-across-the-desert badge by getting Uncat Certified.

FAQs

Finally, we’ve posted FAQs to answer questions about Uncat.

Introducing Uncat

Introducing Uncat, the app that helps you fix uncategorized transactions with your clients. It syncs with QuickBooks Online, Xero, and QuickBooks Desktop so you don't have to export spreadsheets from your accounting software or manually copy information and receipts.

Full demo of Uncat

Watch a full demo of Uncat – all the time-saving features that will delight you and your clients every month. From assigning payment accounts to syncing receipts to splitting expenses, it’s all here.

Videos for Accountants & Bookkeepers

General

• Starting a free trial

  • Adding your clients

  • Frequently asked questions
    

Dashboard

• Overview of the accountant dashboard

  • Categorizing transactions in Uncat

  • Viewing more fields on a transaction

  • Approving a transaction categorized by your client

  • Navigating the accountant dashboard

  • Using the Notify Now button for clients

  • Refresh transactions

  • Select or create a vendor

  • Select or create a customer

  • Send a message to your client

  • Adding receipts and attachments

  • Splitting an expense

  • Applying bulk actions to multiple transactions

  • Assigning a class to a transaction

  • Assign a customer and make billable

  • Assign a location

  • How to hide transactions

  • Pagination and navigating the dashboard

  • Update and sync the description

  • View transactions categorized in Uncat

  • Apply tax to a transaction in Uncat

  • Viewing description information from the bank feed

  • Request a feature

  • Previewing what your client sees
    

Analytics

• Introducing Uncat Analytics
  

Settings

• Overview of accountant settings

  • Adding and managing clients

  • Adding and managing accountant coworkers

  • Updating your user settings

  • Adding your firm name, logo, brand color

  • Updating billing settings

  • How to cancel your account
    

Client Settings

• Overview of client settings

  • Selecting accounts to sync with Uncat

  • Sync transactions missing a field

  • Client notification settings

  • Client dashboard settings including superpower

  • Inviting and managing client users

  • Disconnecting a client
    

Emails

• Email templates to introduce Uncat to your clients and coworkers

• Client invitation email

• Accountant notification email
  

Mobile

• Uncat on your mobile phone
  

Xero

• A quick tour of Uncat for Xero

• Introduction to the Xero App Store and Connected Apps
  

QuickBooks Desktop

• See our QuickBooks Desktop Support Portal for our step-by-step guide for adding clients and other FAQs.
  

Videos for Clients

Dashboard

• Overview of the client dashboard

  • Overview of the client dashboard with superpowers

  • Adding a description to a transaction

  • Adding a receipt to an uncategorized expense

  • Search and sort transactions in the dashboard

  • Asking your accounting professional a question
    

Settings

• Client admin user settings

Mobile

• Uncat on your mobile phone