Extract Data from Bank Statements

To extract data from bank statements using DocuClipper, follow these steps:

1. Login to your DocuClipper account.
2. Navigate to “Bank & CC Statements” located in the left sidebar.
3. Click “Add Bank Statements” to upload your file or drag the file inside the box.
4. Input the Job Name and Tag (optional) when needed.
5. Click Convert and wait for the system to process your file.

Note: Keep in mind that the system only accepts files in PDF format.

To convert CSV files to QBO please follow the instructions here. If you encounter any issues, feel free to reach out to support at support@docuclipper.com.