Invoices & Receipts
Downloading Invoices and Receipts
Export processed invoices and receipts from DocuClipper to Excel, CSV, QuickBooks, or Xero, with the columns you need.
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
- Open the project containing the processed invoices, then click the Invoices tab.
- Filter to the rows you want, by date, supplier, status, or rule.
- Click Download.
- 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.
- Under Columns, toggle fields on/off. Defaults cover supplier, invoice number, date, due date, subtotal, tax, total.
- 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:
- Export to QuickBooks: creates bills in QBO.
- Export to Xero: creates draft bills in Xero.
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.