Automate Data Entry with Docparser's QuickBooks Integration

Automate Data Entry to QuickBooks

Docparser’s Zapier + QuickBooks integration automatically generates expense reports, organizes business transactions, and imports invoices, receipts, bills, and other documents to your QuickBooks account in a timely and efficient manner.

Here are a few things you can do when you connect Docparser and QuickBooks

Create QuickBooks Online Invoices

Docparser can extract data from a PDF and send it to QuickBooks to create invoices.

Organize Business Transactions

Docparser can pull business transaction information from a PDF and send it to QuickBooks for easy organizing.

Import Receipts, Bills, and Invoices

Docparser can also extract data from receipts and send them to QuickBooks automatically, saving you hours of labor.

No more manual data entry

Upload a PDF, and we’ll extract the parts you need and send it to QuickBooks on your behalf. No more hunting through paperwork or manually entering data—Docparser keeps your records in order.

Create invoices automatically

Manual data entry is tedious. Whenever you get a PDF file, you need to export it, open up the spreadsheet, and manually create the invoice in QuickBooks. That’s why we created Docparser to extract data from a PDF and send it straight to QuickBooks so you can create invoices in one step.

Organize your customer data

To run your business efficiently, you need to know what’s going on with your customer accounts, vendors, and inventory. Docparser automates data entry for you and creates clean and accurate reports that are ready for accounting software like QuickBooks.

QuickBooks + Docparser = Faster Data Entry

Say goodbye to hours of data entry. Docparser will pull out specific data fields like Purchase Order Number, Date, Shipping Address, and other tabular data from your documents and send them QuickBooks.

Data extraction made easy

With Docparser you can extract data from your PDF documents in a few clicks and export it to QuickBooks automatically.

No credit card required.

“Unlike other systems we looked at, Docparser gives us flexibility and control over how the data is being extracted. We set our parser to extract the information we need from each file and automatically connect it to a Google Spreadsheet shared by our management teams. This allows all the managers to see our current workflow in real time and make appropriate changes to schedules, inventory etc. Our turnaround time is shorter, and customers are even happier than they were before.”

“Our data ingestion workflow needs to be flexible to support the variety and the ever-changing format of data sources while lowering the effort to maintain our processes. Docparser is essential to balance both aspects. The Docparser API and webhooks allowed us to integrate the PDF extraction task directly in our workflow. When a file format changes, we use Docparser user interface to quickly and easily update a parser settings.”

“Docparser was the perfect solution for us. It took less than an hour to evaluate and test the initial functionality and know that we had stumbled upon a powerful OCR system that would solve the pains we were having in our business. Moritz and his team have been great to work with even though their software is so powerful we seldom need to speak to them. But when we do they are quick to respond. We have been able to create hundreds of ‘parsers’ that take our document images and convert them to data that we map over to our database for automatic entry. The API provided by docparser has allowed us to create a seamless integration to our system that has helped increase our data entry efficiency by over 35%. Their interface is simple enough that my own staff creates the powerful parsers that extract the data from the images we collect.”

A Docparser account
A Zapier account. Heads up that QuickBooks Online is a premium app on Zapier, which means it requires a paid Zapier account after the free 2-week trial expires
A QuickBooks Online account

Frequently Asked Questions about Docparser's QuickBooks Integration

How do I set up the QuickBook integration with Docpaser?

Use this Docparser Zapier integration to automatically create QuickBooks Online invoices from data parsed via Docparser. That way, you can generate invoices or insert data with minimal effort.

1) Start by creating a Zap that automatically takes your new parsed documents and creates an invoice in QuickBooks Online. Click the “Use this Zap” button here to get started.

2) In Docparser, navigate to My Account > API Credentials and copy your secret API key. Use this key to authenticate your Docparser account with Zapier.

3) Choose the document parser from the drop down from which you want to obtain the parsed data. Make sure you have at least one recently parsed document created in Docparser. This data will be used to create the framework of your Zapier automation.

4) Next, you’ll create your Action step, creating a QuickBooks Online invoice from the parsed document data. Connect your QuickBooks Online account to Zapier.

5) This is the most important step of setting up your Zap. You’re telling Zapier what to do with the new parsed data it’s grabbing from Docparser. Use the drop downs in each QuickBooks Online field to map the parsed data to an invoice. You’re creating a blueprint for all future instances of the trigger event to follow.

If your parsed data includes an email address, you can also use that data to search for an existing QuickBooks Online customer.

6) After testing that step, your Zap will be turned on and you’re ready to go! From now on, files uploaded to your designated parser will automatically create QuickBooks Online invoices for your customers.

Now you’re connected! Click here for more information.

Can I send multiple invoices to QuickBooks?

Yes, either upload a single invoice or in batches.

Do I need to connect Doparser to Zapier to use the QuickBooks integration?

Yes, to use Docparser’s integration, you will need a Zaiper account. Go here for more information.

What is Docparser?

Docparser is a web-based document processing tool that uses OCR, advanced pattern recognition, and keyword anchoring to identify and extract data from documents. You can use it to extract data from recurring documents like invoices and bank statements.

What other integrations does Docparser have?

Docparser allows for thousands of integrations. For instance, you can move parsed documents to cloud-based services like Google Sheets as well as integration platforms like Zapier. Learn more about our integrations here.

Do you have a free trial?

Yes, we offer a free 21-day trial. If you love Docparser, you can upgrade to a paid plan at any time.

Automate your work with Docparser

Create expense reports, organize business transactions, import invoices, receipts, bills, and send them to QuickBooks.