If at any time you would like to disconnect QuickBooks Online, just go back to the Connected Apps screen, click on 3 dots and select Disconnect.
You can categorize expenses using categories in Veryfi and then Veryfi will upload those expenses or bills to your corresponding Expense Account in QuickBooks Online. Note that after you integrated Veryfi with QuickBooks, all Expense Accounts from QuickBooks Online Chart of Accounts are transferred to Expense Categories in Veryfi. Simply navigate to Connected Apps and click on Edit for the QuickBooks Online integration. You can always modify those default settings.
Once default settings are saved you will see a “thank you” screen indicating that your QuickBooks Online is now connected to Veryfi.
How to categorize personal expenses in quickbooks online how to#
How to sync data to QuickBooks (if you selected “Auto-upload all my documents to QuickBooks.”, a new Rule will be created.If your QuickBooks Online subscription includes Classes and Departments, you will have an option to select default options for those two as well.Where you want to upload receipts: Bills or Expenses.First, choose which of your employees can submit expenses by selecting Manage employees. This is where you will manage your employees and categories for expense tracking. On the Receipt tab, select Expense management settings. When setting up default settings you will have to choose: Employees submit expenses with categories directly to QuickBooks for your review. Default options can be over-written by the setting on every single expense in Veryfi. Next screen will give you default configurable options to select where you would like your expenses to be placed and how they should be handled.