🔗QuickBooks Online Integration for Uncategorized Transactions: How It Works

The Client Hub integration with QuickBooks Online (QBO) helps you resolve uncategorized expense and deposit transactions faster, reducing back-and-forth emails and keeping your books clean.

🛠 What the Integration Does

Client Hub Admin users can connect a Client Workspace to a specific QuickBooks Online company and monitor selected accounts. When a new transaction (expense or deposit) is posted to one of those monitored accounts, it automatically appears in the QuickBooks Items card inside the client’s workspace.

💸 Expense Transactions (2-Way Sync)

For Expense and Check transactions, Client Hub offers a two-way sync with QuickBooks Online:

1. A new uncategorized transaction in a monitored account triggers a new item in the client workspace.

   The client selects the correct:

   • Vendor
   • Expense Account
   • Class (if applicable)
   • And can leave a comment for clarification
2. When the client submits their response, the item’s status changes to Answered.
3. Once you review and click Close, the status updates to Closed and Client Hub syncs the data back to QuickBooks Online—automatically updating the transaction.

💰 Deposit Transactions (1-Way Sync)

Deposit transactions use a one-way sync:

1. When a deposit is posted to a monitored account, an item is triggered in the client’s workspace.
2. The client sees a text box to provide details about the deposit.
3. After they respond, the item status becomes Answered.
4. You’ll see a Go to QuickBooks button—click it to jump directly to the original QBO transaction.
5. After you make the necessary updates in QuickBooks, return to Client Hub and click Close to complete the task.

✅ Summary

• Expense/Check transactions: Two-way sync—Client updates fields → You review → Changes push back to QBO.
• Deposit transactions: One-way sync—Client provides details → You update QBO manually → Then close in Client Hub.

Client Hub Admin users can connect a Client Hub workspace to a QuickBooks Online company account and specify the accounts they want to monitor. Each time a NEW expense or deposit transaction is posted in QuickBooks Online using the monitored account(s) in the line item details, it will automatically trigger an item in the QuickBooks Item card in the client workspace.

• Expense transactions (2-way sync with QuickBooks): For Expense and Check transactions, clients can select the appropriate Vendor, Expense Account, and Class in the fields provided. The client can also add comments in the panel located on the left to provide more information about the transaction. Once the client submits their response, the item's status will change to Answered. Once you review the response and click the close button, the item's status changes to Closed, and Client Hub syncs the updates back to QuickBooks Online.
• Deposit Transactions (1-way sync with QuickBooks): For Deposit transactions, clients will have a text box to provide you with details related to the deposit transaction. Once the client responds and the status of the item changes to Answered, you will see a Go to QuickBooks button, which will take you back to the QuickBooks transaction so you can update it.  Once you update the transaction in QuickBooks, you can close the item in Client Hub

Click here to learn how to set up the integration with QuickBooks Online