Tutorials

Select or create a customer in Uncat

You can select or create a customer in QuickBooks Online right from Uncat.

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Transcript

Hi there. This is a quick video showing you how easy it is to create or select a customer for a transaction in Uncat.
So let's say we were to scroll down to this Applebee's transaction. So it's an expense. It looks like it's probably a meal.
So we would assume that the client's going to type in, Hey, this was a dinner with a prospective client or an existing customer.
Let's say. So if we want to bill this to a customer, we can expand the transaction row, view this field for customer.
We can choose an existing customer from QuickBooks online, or if one doesn't yet exist, we can click this plus button and create a new customer in the accounting software.
So in this case, we expanded the transaction road to show the customer field. However, if your client is frequently assigning a transactions to customers, you can also make the customer a primary table column in the dashboard, and you do that inside client settings.
Super easy. All right. Thanks for watching.