How do I import my receipts from Neat Receipts®?

We know it’s important to keep all of your receipts in one place. We’ve made it even easier to migrate your documents to Shoeboxed from the Neat Receipts® desktop application with our zip uploader.

To get started, simply follow this step-by-step guide.
  • In your Neat Receipts® desktop application, navigate to File, Export.
  • In the dialogue box that pops up, choose export as either PDF or Image. Be sure you set the resolution to low in both cases to keep file size low.
  • Organize your exported documents into a folder in the save dialog box.
  • Click Export and wait for the documents to process. Processing times will vary based on the number of documents in your account.
  • Find the folder where you exported the documents, right click, or the Mac equivalent, and choose “Compress” in the menu.
  • Visit https://importer.shoeboxed.com to upload the documents
  • Create a Shoeboxed account and pick a plan, or login with your existing account.
  • Click the Browse button, and upload your newly compressed .zip file. It should be under 50 MB. If it’s larger, you’ll need to batch your files into a few compressed folders.
  • Once your files have uploaded, you can click through to your account and see the documents in the yellow Pending tab.
Still need help? Top notch customer service is always included in all our plans. We’re all ears.

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