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Invoices & Receipts

Downloading Invoices and Receipts

Export processed invoices and receipts from DocuClipper to Excel, CSV, QuickBooks, or Xero, with the columns you need.

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Once DocuClipper has processed your invoices and receipts, the extracted data lives in the Invoices tab inside the project. From there you can export any subset to a spreadsheet or straight into QuickBooks or Xero.

Downloading to Excel or CSV

  1. Open the project containing the processed invoices, then click the Invoices tab.
  2. Filter to the rows you want, by date, supplier, status, or rule.
  3. Click Download.
  4. In the modal, pick a format:
    • Excel (.xlsx): one sheet per invoice-header block, plus a line-items sheet linked by invoice ID.
    • CSV: a single flat file.
  5. Under Columns, toggle fields on/off. Defaults cover supplier, invoice number, date, due date, subtotal, tax, total.
  6. Click Download. Large batches are delivered as a ZIP.

Sending to QuickBooks or Xero

Instead of exporting, you can push invoices directly into your accounting system:

Source PDF Link column

Excel and CSV invoice exports can include a Source PDF Link column — a clickable link on each row that opens that exact invoice's source document in DocuClipper's in-app viewer. It's the fastest way to jump from a spreadsheet row back to the original invoice without digging through files.

  • The link points to DocuClipper's invoice viewer and is stable — it doesn't expire. If you click it while signed out, you're sent to log in and then bounced straight to the invoice.
  • In Excel the cell is a real hyperlink; in CSV it's the plain URL.
  • This column is available for invoice and receipt exports. (Bank-transaction exports don't include a source-PDF link; to ship originals alongside that data, bundle them with Include source PDFs instead.)

Including attachments

Tick Include source PDFs in the download modal to get the original invoice files packaged with the data export. Useful for audit trails and for uploading alongside bills into QuickBooks.

Tips

  • If you only want invoices that passed your approval workflow, filter by Status: Approved before downloading.
  • Rerunning a download is safe, DocuClipper doesn't modify any records on export.
  • Custom columns you add (rule-driven GL codes, project tags) appear as additional spreadsheet columns automatically.

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