Extract Data from Bank Statements

To extract data from bank statements using DocuClipper, follow these steps:

1. Login to your DocuClipper account.
2. Navigate to “Bank & CC Statements” located in the left sidebar.
3. Click “Add Bank Statements” to upload your file or drag the file inside the box.
4. Input the Job Name and Tag (optional) when needed.
5. Click Convert and wait for the system to process your file.

Note: Keep in mind that the system only accepts files in PDF format.

Before downloading your file, please review the following details:

1. To and From: This indicates the date range. To edit, click the pencil icon and all transactions within the period will update.
2. Start and End Balance: These identify any missing transactions. If incorrect, click the pencil icon to make corrections.
3. Dropdown: Use this to toggle between multiple documents or accounts if the system converted files with multiple periods or accounts.
4. To Download: Check this guide: https://www.docuclipper.com/docs/downloading-bank-transactions/

To convert CSV files to QBO please follow the instructions here. If you encounter any issues, feel free to reach out to support at support@docuclipper.com.