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Extract Data from Bank Statements

Extract Data from Bank Statements

Watch our video tutorial on how to extract data from any bank statements using DocuClipper.

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Updated on August 7, 2023

Import Bank Statement Transactions into QuickBooks Desktop (IIF)

Getting Started

List of Banks Supported by DocuClipper
Understanding Supported Output Formats in DocuClipper
Locating Converted Files in DocuClipper
How Secure is DocuClipper?
Understanding the DocuClipper Free Trial
How Reconciliation Works

Account Management

How to Change Personal Information and Email
Account Creation Errors in DocuClipper
Exceeding Page Limit and Adding More Pages
Adding, Removing, and Reactivating Users

Billing

Understanding Charges After Trial Period in DocuClipper
Canceling Your DocuClipper Subscription
Understanding DocuClipper’s Refund Policy
Do Pages Carry Over to the Next Billing Cycle in DocuClipper?
Do All Pages Count Towards My Page Limit in DocuClipper, Even Those Without Transactions?
DocuClipper Page Reset & Plan Renewal
How to Find DocuClipper Subscription Invoices

FAQs

Why Only 10 Transactions Have Been Exported?
How Long Does DocuClipper Take to Process Bank Statements?
How Many Users Can I Add?
Does DocuClipper Have Desktop App?

Troubleshooting

Resolving the “Unable to Verify Financial Institution” Import Error
Resolving the “Account Not Displayed” Issue in QuickBooks
Resolving the “Unsupported Account Type” Issue in QuickBooks
Bank Statement Reconciliation Issues in DocuClipper
Dates Shows as Nan in Excel
Missing or Wrong Transactions
Jobs are Missing
Getting Error When Adding User
Debits and Credits Being Backward in Bank Statements
DocuClipper Exports Data in Zip file.
Correcting the Year in DocuClipper

Product Features

Uploading Vendor Categorization CSV Files

Product Tutorials

Extract Data from Bank Statements
Import Bank Statement Transactions into QuickBooks Desktop (IIF)
Import Bank Statement Transactions into QuickBooks Desktop (Web Connect)
Import Bank Statement Transactions into QuickBooks Online
Import Bank Statement Transactions into Sage
Import Bank Statement Transactions into Xero
How to Customize Date Format in DocuClipper
Creating Automatic or Custom Templates for Unsupported Bank Statements in DocuClipper
How to Assign Transactions to Multiple Accounts and Periods in DocuClipper
How to Leave a Review on the Intuit App Store for DocuClipper
How to Convert CSV to QBO with DocuClipper
How DocuClipper Transaction Categorization Works

Features

Bank Statement OCR

Transaction Categorization

Solutions

Bank Statement Converter

Credit Card Statement Converter

Forensic Accounting Software

PDF to QBO Converter

CSV to QBO Converter

Use Cases

Convert Bank Statements to Excel/CSV

Convert PDF to QBO

Import Bank Statements into QuickBooks

Import Bank Statements into Xero

Import Bank Statements into Sage

Industry

Accountants/Bookkeepers

Business Owners

Financial Investigators

Resources

Customer Stories

Video Tutorials

Affiliate Program

Company

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#1 Leading OCR Software for Bank & Credit Card Statements Conversion

Easy to use, affordable, and automatic OCR software that easily converts your PDF bank and credit card statements from any bank into Excel or CSV and seamlessly imports it to QuickBooks Online and Desktop, Xero, and Sage.

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