Tutorials

Select or create an account in QuickBooks Online to categorize transactions from Uncat

Select a category (account) for a transaction and click Save Updates to sync your selection to QuickBooks Online. Or you can create a new account from Uncat.

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Transcript

I have a quick video to show you how easy it is to select or create an account in Uncat. So if we scroll through our rows of transactions and let's say we wanted to choose Applebee's, so this might naturally go into meals and entertainment.
So we can quickly do a type ahead here and choose that. However, if that was not the right account that we wanted and the account that we want doesn't yet exist in our accounting platform, simply click this plus button and it will allow us to create a new account or category as it were in the accounting software.
So if I type in here a new account name, then it will create that in QuickBooks online, super easy. All right.
Thanks for watching.