UHC Converter
Benefit Allocation & Ledger Ingestion
Guide
Source File
Drop UHC Detailed CSV here
Invoice Date
-
Total Amount
$0.00
Staff Count
0
Records
0
Subscriber Mapping
Subscriber
Amount
Expense Class
Allocation Mix
Download QB CSV
Reset
Workflow Guide
Login to United Healthcare:
UHC Employer Services
Download the detailed CSV invoice for the current period.
Drop the CSV file into the dropzone.
Review the Subscriber mapping and assigned Expense Classes.
Modify any unassigned or incorrect classes.
Click 'Download QB CSV' to export for QuickBooks.
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