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Guides for clearing uncategorized transactions

Short, practical guides for the month-end question round with your clients.

• How to export “For review” bank transactions from QuickBooks Online: Step-by-step: download the list of bank and credit card transactions waiting for review in QuickBooks Online, the 1,000-row limit, and what to do with the file.
• How to export uncoded statement lines from Xero: Run Xero's Uncoded Statement Lines list for one or all bank accounts, export it to CSV, and use it to ask your client what the transactions were for.
• How to ask clients about uncategorized transactions: A short email template, plain-language category lists and practical tips that help small business clients answer transaction questions quickly and accurately.
• Uncategorized Expense and Ask My Accountant: a monthly clean-up routine: What Uncategorized Expense, Uncategorized Income and Ask My Accountant mean in QuickBooks Online, why balances there are a problem, and a simple routine to clear them every month.
• How Cluerow links work: What is inside a Cluerow question link, how the encryption works, who can open it, why links are split at about 30 transactions, and how email scanners like Safe Links are handled.