Downloading Bank Transactions
Export converted bank statement transactions to Excel, CSV, QBO, IIF, Xero, Sage, or Quicken with custom columns and date formats.
Every converted bank statement can be exported from the project's transactions view. This guide walks through the download dialog and how to customize the output.
Opening the download dialog
- Open the project containing your converted statement(s).
- Click Download Data in the top-right of the transactions view.
Download options
| Option | What it controls |
|---|---|
| Sort | Order rows by date (ascending / descending) or by the order they appeared on the original statement. |
| Documents | Which uploaded statements to include in the export. |
| Output Format | Excel (.xlsx), CSV, QBO Web Connect, QuickBooks Desktop IIF, Xero CSV, Sage CSV, Quicken QIF, and more. |
| Columns | Which fields to include. See Custom columns below. |
| Date Format | How dates appear in the output (ISO, US, UK, or abbreviated month). |
| Advanced Options | Split multi-description fields into separate columns; produce one file per account; include/exclude excluded rows. |
| Preview | Live preview of the columns you've selected. |
Configuring custom columns
You can build your own column set for Excel and CSV exports and save it for reuse.
- Click the Columns selector under Output Format.
- Click Add New Custom Columns.
- Click Add a column, pick a source field from the dropdown (only fields DocuClipper extracts are listed), and check the box to include it.
- Click the header cell to rename the column to whatever your downstream system expects.
- Click Close to save. The configuration is remembered for this project, and you can promote it to your account default from Settings → Export templates.
Understanding ZIP downloads
DocuClipper bundles the output in a ZIP file when:
- Multiple accounts are exported separately: one file per account.
- The output exceeds format-specific size limits: e.g. a QBO file that would be larger than ~250 KB gets split.
- Source PDFs are included: the ZIP bundles originals with the data file.
Always extract the ZIP before importing into QuickBooks or Xero. These apps won't read the file through the archive. See DocuClipper exports data in zip file for details.
Re-downloading
Downloads are regenerated on demand. Closing the tab or clicking away doesn't lose your data. Open the project again, click Download Data, and re-export with the same or different settings.