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 import my business card contacts into Google Contacts or Gmail?

Here’s How:

Step 1. Log into your account and click on Receipts.

Step 2. To create a report containing all receipts, click on the first tick-box next to the Vendor column.

Step 3. Click on the link Select all X number of documents that match this filter.

Step 4. To create a report containing only select receipts, use the filters as usual or simply select the checkboxes next to the receipts you want to export, then select export selected.

Step 5. Choose the export type (PDF, CSV, QuickBooks Online) and follow the prompts.

Step 6. Use a text editor and delete the first 3 lines which will result in having the headers at the beginning of the file.

Step 7. Log into your Gmail account and go to your Contacts.

Step 8. Choose the More drop-down menu and select Import.

Step 9. Click Choose File and select the CSV file you downloaded from Shoeboxed.

Step 10. Click Upload File to complete the import.