How to Convert Invoices and Receipts with DocuClipper – DocuClipper

Step 1: Upload your Invoice or Receipt

Log in to DocuClipper: Access your account by entering your credentials.
Navigate to Data Extraction: Click on “Invoices & Receipts” located in the left sidebar at the top under “Convert” or within the dashboard main page.
Upload Your Scanned or PDF Invoice or Receipt: Drag and drop one or more PDFs or scanned of your Invoice or Receipt.
Import File: Once the upload is complete, click on “Import”

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Step 2a: Export Your Invoice and Receipt to Excel

Select Output Format: You may download the file by clicking “Export to” and choose “Excel or CSV”
Edit fields: if necessary, you can edit the invoice number, date, etc.
Configure line items: You can add line items by clicking on “Add line Item” and remove any line items that you don’t need by clicking on “Delete Line Item“.
Finalize Download: Click on “Download”.

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Step 2b – 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”.
Add Your QuickBooks Company: If not connected click on “Connect to QuickBooks“. This will route you to log in to your Intuit account.

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Connect DocuClipper with QBO: Once you are logged in. It will ask you to connect DocuClipper with QBO, click on “Connect“.

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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.

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Select the document type.
Select an existing customer 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“.

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