Import data into QuickBooks Online

Download the transactions as a QuickBooks Web Connect File

To export the data as a QuickBooks (Web Connect) file that can be imported directly into QuickBooks Online follow these steps:

Login to DocuClipper
Click on "Extract Data" (top left)
Click on "Bank Statements"
Search for your bank
Drop one or more PDFs
When the data extraction is finished, click on "Download QuickBooks Web Connect".
Select the account type: "Bank" or "Credit Card".
Enter the routing number (optional).
Enter the account number (optional).
Enter the year.
Click on "Download QuickBooks Web Connect".

A Web Connect file will be downloaded to your "Downloads" folder.

Importing the Web Connect file into QuickBooks Online

If you have the account already created, select that account. Look for the 'File Upload' button and click on it.

Look for the 'Browse' button.

Click on it to browse for the Web Connect file. Then click 'Open' and 'Next'.

Review that Web Connect file you are going to import: filename, Account ID, Account Type, and Date range.

If everything looks good and this is the correct Web Connect file, select the QuickBooks account you want to import your data into. Then click 'Next'.

Then click 'Let's go!'.

Click 'For Review'. You can see four transactions are imported. The Description is actually the Payee name from the Web Connect file. The Payee column is empty because this is Vendor records in QuickBooks to match. Now you have to categorize the transactions and match them to Vendors or Payees. Click on the transaction.

And then select Vendor records and Category, which is expense or income account.

Click 'Add' to add the transaction to the register. Continue for all transactions.

Let's say you realized, that it is an incorrect imported Web Connect file or something wrong with a file, and you don't want those transactions to be here. So, select all transactions.

Then select 'Batch actions' and click 'Exclude Selected'.

Go to 'Excluded'.

Select all of them again and then select 'Batch actions' and click 'Delete'.

So, this way, you completely delete those transactions from QuickBooks Online.

Here's a video on how to import the Web Connect file into QuickBooks Online:

If you have a question, please contact support.