Import Bank Statement Transactions into QuickBooks Online
Export a QBO (Web Connect) file from DocuClipper and import it into QuickBooks Online for review and categorization.
DocuClipper converts PDF bank and credit card statements into a QBO Web Connect file that QuickBooks Online imports natively. No CSV remapping, no manual data entry.
Step 1: Download the QBO Web Connect file
- Open the project containing your converted bank statement.
- Click Download Data (above the Summary of Reconciliation).
- Under Output Format, pick QBO Web Connect.
- Fill in the bank details:
- Bank: search for the issuing bank.
- Account type: Checking, Savings, or Credit Card.
- Routing number: optional, but including it helps QuickBooks match the account.
- Account number: optional.
- Currency: pick your QuickBooks org currency.
- Click Download QBO Web Connect.
Step 2: Import the file into QuickBooks Online
In QuickBooks Online, go to Banking (or Transactions → Banking in newer QBO layouts).
Select the account you want to import into (create it first if it doesn't exist) and click File Upload.
Click Browse.
Select the .qbo file you downloaded from DocuClipper, then click Open → Next.
QuickBooks shows a summary: filename, Account ID, Account Type, and date range. Double-check these before continuing.
Pick the target QuickBooks account and click Next.
Click Let's go! to finish the import.
Step 3: Review and categorize in QuickBooks
Go to the For Review tab. Your imported transactions appear there. The Description column comes from the Web Connect file; the Payee column is empty because QuickBooks hasn't matched them to vendor records yet. Click a transaction to categorize it.
Pick a Vendor and a Category (an expense or income account from your chart of accounts).
Click Add to post the transaction to the register. Repeat for each transaction, or use QuickBooks' bank rules to categorize them in bulk.
Undoing an import
If you imported the wrong file or want to start over, select all the imported transactions on the For Review tab.
Click Batch actions → Exclude Selected.
Switch to the Excluded tab.
Select all of them, then Batch actions → Delete.
The transactions are now fully removed from QuickBooks Online. You can re-import a clean file if needed.
Tips
- Duplicates are handled. QuickBooks Online dedupes on date + amount + description, so re-importing overlapping periods is safe.
- Use bank rules. Once you've categorized a vendor once, set up a bank rule in QBO so future imports are categorized automatically.
- Set a cutoff date. If your QBO account already has recent live-fed transactions, trim the DocuClipper export date range so you don't re-import the same period.