When you first set up a QuickBooks Sync Integration with Veryfi you will be asked a number of questions as shown below to help configure the experience.

Please take note of "If no matching Vendor found, allow Veryfi to create new Vendors in QuickBooks". This will affect how Vendors are created inside your QuickBooks account.

Updating QuickBooks Default Settings

If you decide to disable this during setup, you can re-enable it again by going back to your Connected Apps and editing your QuickBooks Default Settings.

  1. Find QuickBooks and you should see an EDIT button as shown below

  2. Press it to open the QuickBooks Default Settings modal/window and make the changes there. Don't forget to save your changes.

If you need help please reach out to our friendly local support on support@veryfi.com

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