At Two Roads (named the first Firm of the Future by Intuit), our team of bookkeepers got tired of exporting spreadsheets of uncategorized transactions and chasing clients for information every month. That’s why we built Uncat. It gets information about uncategorized transactions back from clients faster, and it syncs with QuickBooks Online, Xero, or QuickBooks Desktop for just $5/month. 

Learning Objectives:

• Identify how to turn on Uncat sync so you don't have to send spreadsheets of uncategorized transactions to clients


• Recognize how to enable automatic client notifications so you can stop chasing clients for information


• Recall how to categorize transactions in Uncat and sync to your accounting software