Fix Missing Receipts 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 Receipts. You want to see a list of these transactions so that you can attach Receipts. And for many if not all of these transactions, you could use the help of your client since they’re the most likely to have the receipt a particular transaction.

You can use Uncat to identify and enter missing Receipts (and other attachments like Purchase Orders) 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 Attachments and click Save.

2.

Second, if you don’t want to see some of the transactions that are missing a Receipt 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 upload the Receipts that should be attached to the transactions, you can make sure the Receipts field is set to Visible and Editable. You can also Require that your client upload a Receipt if you’d like.

4.

Finally, you (and your client!) are ready to attach Receipts to transactions in your Uncat dashboard. Simply clicks the Docs button and you can choose a file from your computer or you can drag-and-drop a file into the drop zone. If you’re on your mobile phone, you can choose files from your camera roll or file storage.