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How to Export Line Items from your Veryfi Inbox
How to Export Line Items from your Veryfi Inbox

Exporting line items into CSV file

Updated over 4 months ago

If you have line item extraction turned on your account then this article is for you. Otherwise watch the video at the end of this article to learn more about line item extractions.

There are 2 ways to export the line items out of Veryfi

(1) Run a DOCUMENTS Report

Go to https://app.veryfi.com/reports/ and click GENERATE A REPORT.
Selected Report Format and make sure you Toggle ON for INCLUDE LINE ITEM DETAILS option.


Press CREATE REPORT.

The generated report will look like the example below. Note the 2 receipts uploaded had their line items extracted and thus are shown on each line.

(2) Connect QuickBooks Online and Veryfi by default exports it there
QuickBooks connection guide with a video is located here https://www.veryfi.com/connected-apps/quickbooks-online-qbo/
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What is line item extractions?

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