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?

Expense Reports

What kind of customizations can I do for expense reports?

At present, there's no way to customize the exported data (beyond applying filters). Both templates will export in their default template. However, all fields can be edited/reorganized after exporting to CSV, using Google Sheets or Excel.