Fix Missing Customers 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 Customers. You want to see a list of these transactions so that you can assign the right Customers and/or create new Customers where necessary. And for many if not all of these transactions, you could use the help of your client since they’re the most likely to know who the Customer was for a particular transaction.

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

1.

First, go to Client Settings and click the drop down menu for Sync All Transactions Missing a Field and choose Customer and click Save.

2.

Second, if you don’t want to see some of the transactions that are missing a Customer because the transactions are in certain accounts, you can exclude those accounts from syncing to Uncat in the Hide Transactions from Accounts menu.

3.

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

4.

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

Bonus:

What if you want to assign the same Customer 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 Customer and then choose a Customer from the second drop down menu.