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Why does the app input transactions into QuickBooks as a “Bill” and not an “Expense”?
Why does the app input transactions into QuickBooks as a “Bill” and not an “Expense”?
Updated over a week ago

If all the documents that you upload will be "Expenses" and not “Bills,” then edit your integration with QuickBooks (ref: https://www.veryfi.com/connected-apps/quickbooks-online-qbo/) and make sure to check "upload as Expenses". 

Here’s how you can do it:

In the Veryfi mobile app:

  • Navigate to More > Connected Apps

  • Swipe right-to-left on QuickBooks cell and tap the “Edit” option

  • Set "upload my documents as Expenses" and click “Save”

In the Veryfi web app:

  • Navigate to My Toolbox > Connected Apps

  • Click on "Edit" inside the QuickBooks cell

  • Set "upload my documents as Expenses" and click “Save”

You can also categorize receipts on a case-by-case basis: 

In the Veryfi mobile app:

  • Navigate to Documents

  • Tap on the document you would like to edit

  • Inside the details view, tap on QuickBooks Receipt Settings

  • Select upload as "Bill" or "Expense" and tap “Save”

In the Veryfi web app:

  • Under the Documents list click the "View Document" button 

  • A new window will pop up; click on the QuickBooks Settings tab

  • Inside that tab select "Bill" or "Expense" and click “Save”

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