Fix Missing Categories in QuickBooks Online with Uncat

Let’s say you have a bunch of transactions in QuickBooks Online (or QuickBooks Desktop or Xero) that are missing Categories (aka Accounts; or Items if the transactions are Sales Receipts). You want to see a list of these transactions so that you can assign the right Accounts and/or create new Accounts where necessary. And for many if not all of these transactions, you could use the help of your client since they might know what the Account should be for a particular transaction.

You can use Uncat to identify and enter missing Accounts and sync with QuickBooks Online, QuickBooks Desktop, or Xero. Meow!

1.

First, go to Client Settings and Choose Which Accounts to Sync.

2.

Second, if you want your client to help choose the Accounts that should be assigned to the transactions, you can activate the toggle switch for the Client Superpower setting and then make the Category/Item field Visible and Editable. You can Require that your client choose an Account for each transaction if you’d like. And you can optionally enable your client to Create new Accounts in QuickBooks Online. You’ll also want to make sure that Show as Table Column for Category/Item is set to enabled, which is the default. That way, you and your client will see a Category/Item column in your Uncat dashboard without having to expand each transaction individually to see the field.

3.

Finally, you’re ready to assign Categories for transactions in your Uncat dashboard. You can select from your existing Chart of Accounts, or click the + button to create a new Account in QuickBooks Online.

Bonus:

What if you want to assign the same Category to multiple transactions in Uncat? You can do it in Bulk. Simply select the transactions then click the Actions drop down menu and click Select Category and then choose a Category from the second drop down menu.