Help Center
Guides and how-tos for getting the most out of DocuClipper.
Getting Started
Start here, quick wins, and your first checklist
13 articles
Use Cases
Common outcomes with DocuClipper
6 articles
Core Concepts
How DocuClipper fits together
6 articles
Bank Statements
Extract, reconcile, and refine statement data
18 articles
Invoices & Receipts
Process, review, and automate invoice workflows
17 articles
Transaction Categorization
Rules, categories, and how auto-categorization works
1 article
Financial Analysis
Cashflow, investigations, and supporting tools
13 articles
Integrations
QuickBooks, Xero, Sage, Quicken, and file export
26 articles
Automations
Cloud folders, webhooks, and hands-off document ingestion
8 articles
Account & Billing
Billing, your account, and team setup
24 articles
Troubleshooting
Fix data, export, bank, and integration issues
18 articles
Projects & Workspace
Organize documents into folders and projects
4 articles
Custom Extraction
Define your own fields on any PDF
1 article
Security & Compliance
How your documents and data are protected
4 articles
Getting Started
Start Here
Use Cases
Core Concepts
Bank Statements
Core Workflows
Advanced Usage
- Customize Date Format
- How To Assign Transactions To Multiple Accounts
- Credit Card Statements With Multiple Cardholders
- Correcting the Year on Transactions
- Converting Check Images
- Converting Forms (W-2, 1099, Paystubs, Tax Forms)
- Converting Brokerage Statements
- Check Extraction Overview
- Auto-Fill Payee and Memo From Check Images
Invoices & Receipts
Core Workflows
Editing & Review
Automation & Rules
Transaction Categorization
Financial Analysis
Core Analyses
Integrations
Overview
QuickBooks
- How To Import Invoices And Receipts Into QuickBooks Online
- Import Bank Statement Transactions into QuickBooks Online
- Import Bank Statement Transactions into QuickBooks Desktop (IIF)
- Import Invoices into QuickBooks Desktop (IIF)
- Categorize Invoice Line Items with Your QuickBooks Desktop Accounts
- Import Your QuickBooks Desktop Vendors and Customers
- Export Your Chart of Accounts from QuickBooks Desktop
- Import Bank Statement Transactions into QuickBooks Desktop (Web Connect)
- Categorize Transactions with Your QuickBooks Desktop Accounts
- QuickBooks & Xero Two-Way Sync
- Connecting Multiple QuickBooks or Xero Accounts (One Per Project)
NetSuite / Sage Intacct / FreshBooks
Sage / Quicken
Automations
Account & Billing
Billing
- Understanding The DocuClipper Free Trial
- Do Pages Carry Over To The Next Billing Cycle?
- Understanding Charges After Trial Period In DocuClipper
- Understanding DocuClipper's Refund Policy
- DocuClipper Page Reset & Plan Renewal
- When a Subscription Payment Fails
- DOCUCLIPPER Charge on Your Card Statement
- Changing Your DocuClipper Plan: Upgrades And Downgrades
- Exceeding Page Limit And Adding More Pages
- Do All Pages Count Towards My Page Limit?
- Credits & Overages
Account Management
- Canceling Your DocuClipper Subscription
- How to Change Personal Information and Email
- How To Find Your DocuClipper Invoices
- Referral Program
- Two-Factor Authentication (2FA)
- Recovering Access When You Lose Your 2FA Authenticator
- Unsubscribing from DocuClipper Emails
- Closing Your Account and Deleting Your Data