How to Convert Invoices and Receipts with DocuClipper

Step 1: Upload your Invoice or Receipt

• Log in to DocuClipper: Access your account by entering your credentials.
• Navigate to Data Extraction: Click on “Invoices & Receipts” located in the left sidebar at the top under “Convert” or within the dashboard main page.
• Upload Your Scanned or PDF Invoice or Receipt: Drag and drop one or more PDFs or scanned of your Invoice or Receipt.
• Import File: Once the upload is complete, click on “Import”

Step 2a: Export Your Invoice and Receipt to Excel

• Select Output Format: You may download the file by clicking “Export to” and choose “Excel or CSV”
• Edit fields: if necessary, you can edit the invoice number, date, etc.
• Configure line items: You can add line items by clicking on “Add line Item” and remove any line items that you don’t need by clicking on “Delete Line Item“.
• Finalize Download: Click on “Download”.

Step 2b – Import your Invoices and Receipts into QuickBooks Online with DocuClipper

To import your invoice and receipt to QuickBooks follow the steps below:

• Select Output Format: Click “Export to” and choose ”QuickBooks Online”.
• Add Your QuickBooks Company: If not connected click on “Connect to QuickBooks“. This will route you to log in to your Intuit account.

• Connect DocuClipper with QBO: Once you are logged in. It will ask you to connect DocuClipper with QBO, click on “Connect“.

• Successful Integration: Once you click on connect this will route you back to DocuClipper. Click on “Export to” and select QuickBooks Online. Your company will then show on the “QuickBooks Company” box.

• Select the document type.
• Select an existing customer or create a new one by typing the name and hitting Enter.
• Edit fields: if necessary, you can edit the invoice number, date, etc.
• Once everything looks good, click on “Import“.

• Check your Import: To check your import in QBO, follow the steps below:

1. Log in to your QuickBooks Online account.
2. On the left corner click on Sales.
3. Go to Invoice.

Note: Email support@docuclipper.com if you run into any issues or have feedback.