Bookkeeping Suite

Stop chasing clients about transactions.

Uncategorized items land in your client's portal with automatic reminders — they answer, you bulk-approve, and it syncs back to QuickBooks.

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The problem

Chasing clients to explain "what was this charge?" eats hours every month — and tools that do it charge $9 per client for that one job.

Try it right here

This is the actual workflow — click through it.

portal.debits.com/transactions

Kettle & Co — June uncategorized

0 of 3 answered

You're seeing the client's view — tap what each charge was:

AWS Jun 14 $482.19 Needs answer
Delta Air Lines Jun 18 $654.30 Needs answer
Costco Jun 21 $213.75 Needs answer

Sample transactions. Core bookkeeping is $5/company/month — the job Uncat charges $9/client for.

How Debits does it

Debits pulls uncategorized transactions from QuickBooks Online into your client's portal, asks them to explain each one, and reminds them automatically on the schedule you choose. You bulk-approve the answers and they write straight back to QuickBooks. And it's $5 per company — with the full W-9 & 1099 service on top.

  • Client Q&A on uncategorized transactions
  • Automatic reminders — daily, weekly or monthly
  • Two-way QuickBooks Online sync
  • Bulk-approve answers at once
  • W-9 & 1099 service included
  • $5 per company / month
Replaces Uncat ($9 per client / month) — bundled into one flat price.
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