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”