In addition to just creating reports, CSV files are accepted by many programs and tools as a way to import information from your Shoeboxed account!
TIP: A CSV file is one with Comma-Separated-Values. This is a common import file type to many accounting and financial software. When creating this export, select what character you would like to be placed between each value/column (delimiter). Then, when you go to import this, enter the same character as the delimiter and your software will automatically pull your information into proper rows and columns.
Create a CSV file from your Shoeboxed receipts
- Log into your account and click on Receipts.
- To export receipts, check the boxes next to the receipts you want to export, click the Choose Action drop-down menu and select Export Selected Receipts.
- Then it will prompt you to enter your email address, the report will be ran, and then sent to your email address.