DocuClipper Logo White

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
invoice 2 1

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”.
invoice 4

Step 2bImport 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.
invoice 5
  • Connect DocuClipper with QBO: Once you are logged in. It will ask you to connect DocuClipper with QBO, click on “Connect“.
invoice 6
  • 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.
invoice 7
  • 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“.
invoice 8 1
  • 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.
invoice 9

Note: Email if you run into any issues or have feedback.

Was this article helpful?
Updated on September 28, 2023
DocuClipper Get Started Free

Get 2,000 Pages
for Free

See for yourself how DocuClipper can convert your bank statements in seconds without any manual input. Learn how it will save time, increase accuracy, and help provide a superior service for your customers or clients.