Overview #
Check Images in DocuClipper lets you upload images or PDFs of checks and extract the transaction data using the same flow as bank statements. You can then review, edit, and download the data in Excel, QBO, or other supported formats.
Where to find Check Images #
You can start a Check Images job from any of these places:
- Sidebar – Click the same menu that has Bank/CC Statements (PDF) and Bank Transactions (CSV). Choose Check Images. You’ll go to the upload screen for check images.
- Project – Open a folder and project from All files, then use the Add (or document type) dropdown and select Check Images.
- Tools – From the Tools page, click the Check Images card and then Convert.
Upload and convert #
- On the Check Images upload screen, enter a Job name and optional Tag if prompted.
- Upload your check images or PDFs (drag and drop or click to select). You can add more checks to the same job later.
- Click Convert and wait for processing to finish.
Use clear, readable scans or photos so amounts, dates, and payees are detected correctly. DocuClipper’s built-in OCR extracts the data from the check images.
After conversion #
The rest of the flow is the same as for bank statements:
- Review – Check date range (To/From), start and end balance, and the summary table. Use the pencil icon to edit dates or balances if needed. If you have multiple documents or accounts, use the Document/Account dropdown to switch between them.
- Download – Click Download Data to choose your output format (Excel, CSV, QBO, Xero, etc.) and options. See Downloading bank transactions for step-by-step instructions.
Related articles #
- Extract data from bank statements – Same upload-and-convert flow for PDF bank statements.
- Downloading bank transactions – How to download and choose formats (Excel, QBO, IIF, etc.).
- Supported output formats – Full list of export formats.
