Help Center
Guides and how-tos for getting the most out of DocuClipper.
Getting Started
Start here, quick wins, and your first checklist
9 articles
Use Cases
Common outcomes with DocuClipper
5 articles
Core Concepts
How DocuClipper fits together
5 articles
Bank Statements
Extract, reconcile, and refine statement data
12 articles
Invoices & Receipts
Process, review, and automate invoice workflows
9 articles
Transaction Categorization
Rules, categories, and how auto-categorization works
1 article
Financial Analysis
Cashflow, investigations, and supporting tools
7 articles
Integrations
QuickBooks, Xero, Sage, Quicken, and file export
11 articles
Automations
Cloud folders, webhooks, and hands-off document ingestion
7 articles
Account & Billing
Billing, your account, and team setup
15 articles
Troubleshooting
Fix data, export, bank, and integration issues
14 articles
Projects & Workspace
Organize documents into folders and projects
2 articles
Custom Extraction
Define your own fields on any PDF
1 article
Security & Compliance
How your documents and data are protected
1 article
Getting Started
Start Here
Use Cases
Core Concepts
Bank Statements
Core Workflows
Advanced Usage
Invoices & Receipts
Editing & Review
Automation & Rules
Transaction Categorization
Financial Analysis
Integrations
QuickBooks
- How To Import Invoices And Receipts Into QuickBooks Online
- Import Bank Statement Transactions into QuickBooks Online
- Import Bank Statement Transactions into QuickBooks Desktop (IIF)
- Import Invoices into QuickBooks Desktop (IIF)
- Export Your Chart of Accounts from QuickBooks Desktop
- Import Bank Statement Transactions into QuickBooks Desktop (Web Connect)
Sage / Quicken
File Conversion
Automations
Account & Billing
Billing
- Understanding The DocuClipper Free Trial
- Do Pages Carry Over To The Next Billing Cycle?
- Understanding Charges After Trial Period In DocuClipper
- Understanding DocuClipper's Refund Policy
- DocuClipper Page Reset & Plan Renewal
- Exceeding Page Limit And Adding More Pages
- Do All Pages Count Towards My Page Limit?
- Credits & Overages
Account Management
Troubleshooting
Data Issues
Export Issues
Bank Statement Issues
Integration Errors
Projects & Workspace
Custom Extraction
Custom documents
Security & Compliance
Security
Other Articles
- Advanced Analysis Overview
- API Access: Personal Access Tokens
- API Recipes: Upload, Convert, and Fetch Results
- Audit Log
- Auto-Fill Payee and Memo From Check Images
- Automated Transaction Tagging Rules
- Automations: Email Forwarding
- Categorization, Transfers, Recurring, and Cashflow: Which One Do You Need?
- Check Extraction Overview
- Connect DocuClipper to AI Agents (MCP)
- Connecting Multiple QuickBooks or Xero Accounts (One Per Project)
- Convert Bank Transactions CSV to QBO, Excel, or Other Formats
- Converting Brokerage Statements
- Creating and Using Custom Templates
- DocuClipper Mobile App: Install, Sign In, and Capture Documents
- How DocuClipper Detects Duplicate Invoices
- Managing Project Documents
- Move Documents Between Projects
- Other Documents, Overview
- Pick "Bills & Receipts" or "Sales Invoices" at Upload
- Recovering Access When You Lose Your 2FA Authenticator
- Recurring Vendor Detection
- Save Your Categorization as a Rule for Next Time
- Sync a Duplicate to QuickBooks or Xero Anyway
- Two-Factor Authentication (2FA)
- Why Categorization, Transfers, and Recurring Don't Run Automatically