Like your online banking provider, they may flag unrecognized transactions for your review due to an unfamiliar vendor or abnormal amount. A thorough bookkeeper will have this same awareness when reviewing the books. Accountants commonly refer to these activities as "uncategorized transactions."

Many accountants email bullet lists or Google Sheets or Excel spreadsheets. This requires more manual work on their end, which causes a lag in updating the books. What if you and your advisor could tackle this project in sync? Well, at Fluidbooks, you can.

We use Uncat to automatically sync your uncategorized transactions from QuickBooks or Xero to request additional details. Let's look at how you can provide the information your accountant needs to update the books.

(Bruce, 2022)

Bruce, B. (2022). Overview of the Uncat client dashboard [Video]. Uncat. Retrieved July 26, 2023, from https://www.uncat.com/overview-of-the-uncat-client-dashboard