Shoeboxed Support Pages

Shoeboxed Knowledge Base

Submission Methods

How can I scan and upload my documents? Can I upload receipt data from my home scanner?

Getting Started

How do I change my plan? Can I pause my subscription? Can I edit the information that is extracted from my documents? How do I delete documents? How can I find documents (not receipts) by vendor? How do I add new payment types and edit or delete old ones? How do I separate personal and business expenses? How do I add new categories in the web app? How do I create categorization rules for receipts? Does Shoeboxed categorize my receipts? Can I customize the categories? How do I print receipts from one category? How do I create subcategories? What are some tips for finding receipts when using Shoeboxed’s search function? How do I switch my default currency? Does Shoeboxed have a catchup option for receipts? Can you compile data from a ledger into a balance sheet? How can I view all of my documents from a particular envelope? How do I change my email address? How do I reset my password? How do I add users to my Shoeboxed account? How do I update my billing information? How do I update my mailing address? How do I turn on/turn off email notifications? How much does Shoeboxed cost? How do I refer a friend to Shoeboxed?

Sending in your first envelope to Shoeboxed. How are my documents processed at Shoeboxed? What information is extracted from receipts and business cards? Can I pre-sort or pre-categorize my documents before sending them in? Can you process my documents if they are stapled or taped to a larger piece of paper? Does Shoeboxed process documents besides receipts and business cards? How big are Magic Envelopes and how much can I send in them? How do I request more Magic Envelopes? How does Shoeboxed process multi-page and double-sided documents? How long will it take for my documents to be processed? Can I expedite the processing of my documents? What are envelope codes? Can I name my envelopes? What kind of scanner is used to scan my documents? Where should I send my documents to be processed? (US and International Customers) Will my documents be returned to me?

How to use the Shoeboxed Mobile App How to Edit A Receipt Running a Report How to use the Shoeboxed Mileage Tracker How long does it take to process receipts on the iPhone and Android apps?

How do I integrate with QuickBooks Online? How do I integrate my Shoeboxed and Xero accounts? How do I integrate my Shoeboxed and Dropbox accounts? How do I integrate my Shoeboxed and Salesforce accounts?

Expense Reports

How can I create expense reports using Shoeboxed? How do I export my receipts into a PDF file? How do I export to PDF, CSV and QuickBooks Online? How do I export other documents as PDFs? What kind of customizations can I do for expense reports?

How do I create a CSV file of my business cards? How do I import my business card contacts into Google Contacts or Gmail? How do I import my business card contacts into LinkedIn? How do I import my business card contacts into Microsoft Outlook? How do I export my business cards as PDFs? How do I import my business card contacts into Hotmail? How do I import my business card contacts into Yahoo! Mail? How do I import my Shoeboxed business card contacts into Apple AddressBook and my iPhone?

How do I set up Gmail Receipt Sync? How do I submit receipts by email?

Affiliate Program

What is the Shoeboxed affiliate program? Can I participate in the Shoeboxed affiliate program?

How do I create a CSV file of my business cards?

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. Yahoo! Mail, Hotmail, Apple Mail and LinkedIn are just several examples of sites that accept CSV files.

Note: 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.

Here's how:

Step 1. Log into your Shoeboxed account and click on Business Cards. From here, you can select the desired business cards.

Step 2. click the Export Selected option and then Excel/CSV.