What is a Shoeboxed DIY account?

← Getting Started

DIY Shoeboxed accounts are forever free and include 5 digital documents to be processed each month! These can be submitted via mobile app, email or upload, as the DIY plan does not include our Mail-In service. You are welcome to submit an unlimited number of documents to Shoeboxed via email or the web uploader (using the Add document button on the top right hand corner of your receipts page) and enter the data yourself. You can sign up for a DIY forever free plan here.

DIY Plan Features

  • Free usage of our online document management system with no credit card required at any time
  • Unlimited storage in the cloud for all of your digital documents
  • Full access to our comprehensive online document management system
  • A complete, searchable archive of your documents and all data that you extract
  • Access and use of most of the export and integration options offered in Shoeboxed

Getting Started

  1. How do I change my plan?
  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
  4. How do I delete documents?
  5. How do I add new payment types and edit or delete old ones?
  6. How do I separate personal and business expenses?
  7. Neopost Customers
  8. How do I create categorization rules for receipts?
  9. Does Shoeboxed categorize my receipts? Can I customize the categories?
  10. How does the search bar in my Shoeboxed account work?
  11. How can I view all of my documents from a particular envelope?
  12. How do I change my email address?
  13. Help I can't log in to Shoeboxed! How do I reset my password?
  14. How do I update my billing information?
  15. How do I update my mailing address?
  16. Only the first receipt on my submission was processed. What happened?
  17. How do I change my preferences for email notifications?
  18. What is a Shoeboxed DIY account?
  19. How much does Shoeboxed cost?
  20. How do I refer a friend to Shoeboxed?
  21. How to Categorize Individual Receipts in the Web App
  22. How to categorize multiple receipts
  23. Setting Categorization Rules
  24. How to remove categories from multiple receipts
  25. Can I speak with a real person to help me get set up with an account?
  26. What if receipts are miscategorized?
  27. Does Shoeboxed scan and process receipts in other currencies?
  28. Can I trust Shoeboxed with my receipts and documents?
  29. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
  30. Is my information secure and backed up?
  31. When does my monthly limit start over? What happens if I go over my limit?
  32. What counts toward my monthly limit and what doesn't?
  33. What is Account Sharing?
  34. Can multiple people log into one Shoeboxed account?
  35. I signed up for a Shoeboxed account and did not receive a confirmation email. What's up?
  36. Can I use Shoeboxed from anywhere in the world?
  37. How do I cancel my Shoeboxed account?
  38. Where is Shoeboxed located?
  39. How do I Import my OneReceipt Data into Shoeboxed?

Feedback and Knowledge Base

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