How To Import Invoices And Receipts Into QuickBooks Online, Docs

Step 1: Upload your Invoice or Receipt

Log in to DocuClipper: Access your account by entering your credentials.
Navigate to Invoices/Receipts: Click the Add Documents button in the left sidebar, then choose Invoices/Receipts from the dropdown. Alternatively, open any project and click Upload → Invoices/Receipts inside the project.
Upload Your Scanned or PDF Invoice or Receipt: Drag and drop one or more PDFs or scanned copies of your invoice or receipt.
Import File: Once the upload is complete, click Import.

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Step 2** – 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”.
Select Document Type: Bills/Expense
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 vendor 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:

Log in to your QuickBooks Online account.
On the left corner click on Expenses.
Go to Expenses.

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

What happens when DocuClipper flags an invoice as a duplicate

DocuClipper checks every newly extracted invoice against your last 90 days of uploads. When it finds another invoice with the same vendor, the same total (within ±$0.01), and a date within ±3 days, it flags the new one as a possible duplicate and suppresses the auto-sync to QuickBooks so you don't accidentally post the same bill twice.

Open the flagged invoice in the editor to see the yellow warning. If you confirm it's a real new bill, click Sync to QuickBooks anyway inside the alert to push it through.

For details: