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Troubleshooting

DocuClipper Exports Data In Zip File.

Why a QuickBooks, QFX, OFX, Xero, Sage, MYOB, Relate, NetSuite or QIF download covering several accounts arrives as a .zip, and how to get one combined file instead.

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A download arrives as a .zip file in two cases:

  • The selection holds more than one account. For QuickBooks (Web Connect), QFX, OFX, Xero CSV, Sage CSV, Sage Cloud CSV, MYOB CSV, Relate CSV, NetSuite and QIF, DocuClipper writes one file per account by default, so each one can be imported into the matching account in your accounting app. A checking account and a credit card, for example, become two files.
  • The file is too large for one import. A QuickBooks Web Connect or OFX file over about 250 KB is split into several files, and the parts are delivered together in a .zip. The parts are named after the account with -part1-of-2, -part2-of-2 and so on. Each part covers consecutive dates and holds that stretch's deposits and withdrawals, so import every part into the same account; the last part carries the statement's ending balance. QFX files for Quicken are never split: one account is always one .qfx.

Excel and QuickBooks Desktop IIF downloads always come as a single file that holds every account.

Get one file for all accounts

When the selected documents contain more than one account, the download dialog shows a note that DocuClipper detected multiple accounts, and a Download separate files for each account checkbox below it.

  1. Click Download Data.
  2. Under Output Format, choose the format you need, for example QuickBooks (Web Connect) or Xero CSV.
  3. Uncheck Download separate files for each account.
  4. Click the download button.

DocuClipper then combines the transactions from every account into one file.

QuickBooks (Web Connect) download dialog for a project with two accounts: a note that DocuClipper detected multiple accounts and will download a zip file, and the "Download separate files for each account" checkbox, checked, above the Download QuickBooks button

The checkbox only appears when your selection contains more than one account. To download separate files for several documents that share one account, select one document at a time in the Documents field of the download dialog and download each.

Keep in mind that QuickBooks, Xero and the other accounting apps import a file into a single account, so a combined file puts every account's transactions into the account you pick during import.

If you have further questions, contact our support team at support@docuclipper.com.

Working with zip files

Extract the .zip before importing. QuickBooks, Quicken, Xero and the other accounting apps cannot read a file inside the archive.

Windows:

  1. Right-click the zip file.
  2. Select Extract All...
  3. Choose a destination folder.
  4. Click Extract.

You can also double-click the zip to open it and drag the files out, or use 7-Zip (right-click > 7-Zip > Extract Here).

Mac:

  1. Double-click the zip file.
  2. The files extract into a folder next to it, named like the zip file.