Documentation
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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?
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Envelopes
- 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?
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Business Cards
- 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?