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 3 ways to export the line items out of Veryfi
(1) Individually export line items from each document
When you VIEW a document in your Veryfi Inbox, next to the SPLITS heading is a small CSV icon. Press this and it generates a CSV (comma separated values) text file with your line items. You can open this file in Excel.
Note the filename of the document contains the Document ID. In the screenshot below the Document ID is VJFE-8013.
(2) Run a standard CSV Documents Report
Go to https://hub.veryfi.com/reports/ and click GENERATE A REPORT.
Make sure that CSV is the selected Report Format.
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.
(3) 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/
What is line item extractions?
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