Integrations
Connect DocuClipper to QuickBooks, Xero, Sage, Quicken, Google Drive, Dropbox, and other tools to automate your document workflows.
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DocuClipper integrates with the accounting software and cloud storage tools your team already uses.
Accounting software
QuickBooks Online
Export bank statement transactions directly to QuickBooks Online. DocuClipper maps transactions to the correct accounts and creates a QBO-compatible import file.
QuickBooks Desktop
Two formats are supported for QuickBooks Desktop:
- IIF, the legacy import format. See Import using IIF.
- Web Connect (QBO), the preferred format for newer QuickBooks Desktop versions. See Import using Web Connect.
Xero
Export transactions as a Xero-compatible CSV statement file.
Sage
Export transactions as a Sage-compatible CSV file.
Quicken
Export transactions in QIF format for Quicken.
Cloud storage and email ingestion
DocuClipper can pull documents directly from:
- Google Drive, connect your Drive account and process documents without downloading them first.
- Dropbox, Box, OneDrive, supported via the file picker when uploading.
- Email forwarding, forward statements to your DocuClipper inbox and they are processed automatically.
See Automations overview for setup instructions.
Export formats
All document types can be downloaded in:
| Format | Use case |
|---|---|
| Excel (.xlsx) | Analysis, review, or manual import |
| CSV | Any accounting or data tool |
| QuickBooks Online (QBO) | QBO and QuickBooks Desktop (Web Connect) |
| IIF | QuickBooks Desktop (legacy) |
| Xero CSV | Xero bank feed import |
| Sage CSV | Sage bank import |
| Quicken QIF | Quicken account import |
See Supported output formats for the complete list.
API
Use the DocuClipper API to submit documents, retrieve results, and build custom integrations.
Need help with a specific integration? Contact support@docuclipper.com.