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How CPA Firms Clear Up Uncategorized Transactions: Uncat Demo
Software Demo Included
Computer Software and Applications

HOW CPA FIRMS CLEAR UP UNCATEGORIZED TRANSACTIONS: UNCAT DEMO

This webinar was formerly titled 'HOW TO USE UNCAT TO CLEAR UP UNCATEGORIZED TRANSACTIONS'
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Brandon Bruce

Uncat
Co-founder & CEO
[email protected]

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Brandon Bruce is a software entrepreneur. He was previously COO & Co-founder of Cirrus Insight which was #41 on Inc. 500 list in 2016. Brandon loves talking with accounting professionals and making software that delights accountants, bookkeepers, and clients. He’s our CEO. 

About Our Presenter

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Uncat helps bookkeepers, accountants, and clients resolve uncategorized transactions. We sync with QuickBooks Online, QuickBooks Desktop, and Xero. Get started herding your uncats today.