Multiple Profiles will help you out here. You can just create the necessary Profiles and Connect each one to the corresponding businesses in QuickBooks.
Multiple Profiles
It is a subscription feature of your primary account that allows you to split your account into 3 self-contained vaults for separating your affairs into their own containers. Each container has its own Connected Apps, and all Documents are separated from the other profiles.
Then, when you want to collect anything inside Veryfi using mobile or the web portal, you simply switch to the profile you want to collect data into. Instructions on switching profiles are below.
Use case examples
Managing multiple businesses
You have 2 businesses you want to track inside Veryfi. But you also found Veryfi useful for tracking your own personal financial affairs. You can create a profile for Business 1 and Business 2 and another profile for personal tracking. Easy, right? Now you can have all those affairs separated inside Veryfi.
Managing a property (real estate) portfolio
You have 3 properties you need to keep track of money out (expenses) and money in (rental income). One of those properties is on Airbnb. Set up 3 profiles, each one of which is a property you own.
FAQ
Q. What happens if I upload a document (e.g. receipt) to the wrong profile?
A. No worries, you can move it to another profile or your team member's Move Document feature.
Q. I need more than 3 x Multiple Profiles. I want to use Profiles for each of my Real Estate companies. 3 Profiles might not be enough.
A. Veryfi support can extend your profiles beyond the 3 at an additional $1 per profile per month (annual extensions only). If you are keen, please email support@veryfi.com
Q. How do I switch between profiles inside the web portal?
A. From the left-hand menu, press the Profiles dropdown, which will reveal all your profiles. Then press the profile you want to switch into. That’s it. Every time you switch profiles, the Profile icon will update to the new profile.
Q. How do I identify which profile I am managing?
A. On the web, it's the avatar icon in the header at the top right. On mobile, it's the avatar icon in the footer at the bottom right. More here.
Other Related Articles that might be helpful:
How to Connect QuickBooks to Veryfi
How to Sync Receipts into QuickBooks
How do I match expenses in QuickBooks?
If you have questions, please reach out to support@veryfi.com