Overview

SmartDocs 360 allows you to easily export data extracted from documents into a CSV or Excel format. This exported data can be uploaded directly into accounting software such as Xero or QuickBooks, streamlining your financial processes.

Accessing a Document

1. Navigate to the Documents screen in SmartDocs 360.
2. Select the Document to open it for review.

Export the Document

1. 1. At the top of the extracted data section, click .
   2. Select your preferred format (CSV or Excel) and how the data should be formatted based on the options provided.
      
   3. The pop-up window will also provide you with the following export format options:
      • SmartDocs 360
      • SmartDocs Precodeded
      • QuickBooks Online
      • Xero
      • Xero Precoded
   4. Click

Exporting from the Documents screen

1. Navigate to the Documents screen in SmartDocs 360.
   
   
2. Select  on the document you wish to export.
   
3. Select Export from the list.
   
4. Select the File Type and Format (if the option is available) and then click Export.