Fix Missing Locations 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 Locations. You want to see a list of these transactions so that you can assign the right Locations. And for many if not all of these transactions, you could use the help of your client since they might be the most likely to know what the Location was for a particular transaction.

You can use Uncat to identify and enter missing Locations 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 Location and click Save.

2.

Second, if you don’t want to see some of the transactions that are missing a Location 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 Locations that should be assigned to the transactions, you can activate the toggle switch for the Client Superpower setting and then make the Location field Visible and Editable. You can Require that your client choose a Location if you’d like. You’ll also want to make sure that Show as Table Column for Location is set to enabled. That way, you and your client will see a Location column in your Uncat dashboard without having to expand each transaction individually to see the Location field.

4.

Finally, you’re ready to assign Locations for transactions in your Uncat dashboard. You can select from your Locations in QuickBooks Online.

Bonus:

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