Getting Started
Supported Output Formats
Every output format DocuClipper supports — Excel, CSV, QBO, IIF, QIF, OFX, Xero CSV, Sage CSV — when to use each, and links to import guides.
DocuClipper can export converted bank statements, invoices, receipts, and forms into many formats. Pick the one that matches where the data is going.
Spreadsheet formats
| Format | Extension | Best for |
|---|---|---|
| Excel | .xlsx | Analysis, filtering, pivots. Preserves column types and formulas. |
| CSV | .csv | Feeding into databases, scripts, or any tool that reads CSV. |
| Custom CSV | .csv | Matching the column order and header names of a downstream system (bank feeds, lenders, specific accounting systems). See Downloading bank transactions for custom column setup. |
Accounting software formats
| Format | Extension | Use with | Guide |
|---|---|---|---|
| QBO Web Connect | .qbo | QuickBooks Online, QuickBooks Desktop (Web Connect import) | QBO for QuickBooks Online · QBO for QuickBooks Desktop |
| IIF | .iif | QuickBooks Desktop (direct list/transaction import) | IIF for QuickBooks Desktop |
| QIF | .qif | Quicken (legacy) and some older accounting apps | QIF for Quicken |
| OFX | .ofx | Quicken, older QuickBooks, banking tools that accept OFX bank feeds | — |
| Xero CSV | .csv | Xero bank reconciliation import | Import into Xero |
| Sage CSV | .csv | Sage Business Cloud / Sage 50 | Import into Sage |
How to pick
- QuickBooks Online → QBO
- QuickBooks Desktop → IIF for full control (account mapping), QBO Web Connect for a faster one-click flow
- Xero → Xero CSV
- Sage → Sage CSV
- Quicken → QIF
- Anything else / unsure → Excel or CSV
Choosing at download time
When you click Download Data, pick the format from the Output Format dropdown. You can re-download the same job in a different format as many times as you need — credits are only consumed at conversion, not at download.
See Downloading bank transactions for the full download dialog walkthrough.