Shoeboxed for Quickbooks

Shoeboxed for Quickbooks

Turn receipts into QuickBooks transactions without any manual data entry

4.3/5 (193 reviews)

Shoeboxed for Quickbooks Overview

Shoeboxed saves you time by scanning receipts directly into QuickBooks. It’s also an IRS-accepted digital archive of all your financial documents. Using Shoeboxed is as easy as stuffing an envelope! Try it FREE.

Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Shoeboxed for Quickbooks Reviews

Overall rating
4.3/5
87% positive reviews
101
Excellent
67
Very good
18
Average
4
Poor
3
Terrible
Adam C.

Great foundation for receipt and document management, but needs additional development.

Used Daily for 1-5 months
Reviewed on 2018/05/01
Review Source: Capterra

Pros

The ease of importing receipts is excellent. Being able to stuff receipts and documents into an envelope weekly or bi-weekly and just watch them magically show up in a file management system is great. The email inbox sync, drag and drop from desktop, and manual email submission are all excellent, easy to use submission formats as well. I think what this app needs to take file submission to the next level is a desktop app that would allow the user to view and manage files, but also has a print driver that would allow the user to print forms and reports directly into Shoeboxed from other programs. We save a lot of reports from Quickbooks and other software and instead of printing to PDF, creating a file on the desktop, and dragging it into the uploader, it would save hours per month to be able to print directly to a Shoeboxed desktop app.

Cons

I only have two real complaints about the product--one is about the function of the product itself and one is about access to customer service.

There needs to be more control over file management. Right now all receipts get uploaded to a giant pool of receipts which can be sorted by date, name, drilled down by category/tag, but I really want to be able to put those receipts into folders, particularly by year or even month. In the buys season we can have a few hundred receipts per month, many from the same handful of vendors. If I need to go back and look for a receipt in a giant mess of 3 years worth of receipts from a particular vendor, I'm not going to have a very good day. Giving me more control over organization of my files would address that issue. Control over deleting default receipt categories is also a must have that is currently unavailable.

My other qualm is that they have links to a live chat all over their help page, however live chat is almost never available. I usually have a simple question that would have a simple answer, but when live chat is unavailable (always) I have to email and wait 1-2 days for a response. My feeling is that if you are going to target the US market, your support staff should have a shift running during US business hours. I will say that phone support is great and very attentive, but I don't always want to make a phone call for a simple question about where I can find a function or how to do something simple.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nick P.

Amazing customer service by CRM

Used Daily for 1-5 months
Reviewed on 2017/02/03
Review Source: GetApp

I'm a freelance illustrator (self-employed/small business) and way behind on taxes (have been delaying b/c of my lack of organization). I have years and years of receipts saved up in shoeboxes/chest of drawers that I have to pile through. I spent a few hours researching the best app to use to do this. After downloading a lot of software, I finally settled on SHOEBOXED. I'm going to slowly pile through my receipt (snapping photos of them) and find my write offs. The images are organized by the company and are searchable (in case you ever get audited). You can even just mail them your receipts (that doesn't work for me as well b/c I have to find my write offs). But going forward I'll probably use that service as well. None of these reasons are why I'm actually leaving this review (see Pros below).

Pros

Having just downloaded the app on my phone I still had some questions about the functionality of the app and its service (are the receipts searchable...how so? ...how are they organized?). I decided to call...low and behold someone answered. I can't tell you how helpful CRM was on the phone. He spoke clearly and answered my random (and very specific) questions concisely. He helped me find which package was best for me and my situation (thousands of receipts piled up for years) ...without hard selling me on anything. I hadn't even signed up for the service officially yet and he sent a quick follow-up email. It was a very calming experience in the stressful situation that is my tax headache. If any higher ups are reading this... I'd recommend giving CRM a big fat raise, but don't promote him to your department ...unless you want to be working for him soon. I'm seriously impressed that I could download a very functional/helpful phone app and a few minutes later be able to call and talk to an actual service representative with no hold, no dial tone button pressing, who was completely knowledgeable about the product he was supporting. My entire field is full of self-employed workers and I'll be recommending this product to every single one because of the experience I had with the app and the customer service.

Cons

The only way to sign in to leave this review was through LinkedIn...a site I haven't used in 8 years (and was attached to old email accounts/password) and frankly...annoyed me with all their updates/emails. BUT, the customer service experience was so good...I'll eat the next 8 years of annoying Linkin update emails...hopefully they don't get hacked again (didn't that happen like 5 years ago).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nyla S.

Super easy to use. One little annoyance.

Used Weekly for 2+ years
Reviewed on 2019/01/15
Review Source: Capterra

Overall, I was looking for a way to stop keeping receipts in a literal shoebox in my filing cabinet. This fit the bill. Ultimately, I used the mail-in service only once, and the app occasionally. My primary usage was for digital receipts. Because of my minor annoyance with forwarding emails, I do think the app is mostly useful for those with paper receipts, so I would probably only highly recommend it for that purpose.

Pros

The ease of use is probably the highest pro of this software. Simply forward emails to your dedicated shoeboxed email address, and that's it. For me, it became a habit. Pay for something online, and the next time I check my email I simply forward the payment receipt to Shoeboxed. I like having everything in one place (Shoeboxed dashboard), easy to view and search. When you need to, you can export spreadsheets broken down by category when you need to review your expenses or pass it on to the accountant at tax time. I don't have a lot of paper receipts, but when necessary, just snap a photo in the app, categorize it, and done.

Cons

When using the email option, every single receipt is (I believe) reviewed and categorized by a real human being. This means I have to trust that they are categorizing things properly. Unfortunately, I encountered a pretty frequent problem of my receipts being mislabeled. When I logged into my dashboard to review recent submissions, I would commonly encounter receipts labeled as being from MY company instead of the company that I had paid. I deduced this was likely happening due to my email signature being automatically appended at the top of all forwards, so I simply started erasing my signature before forwarding. Annoying to have to do so, but it fixed the problem. But to me that seems to indicate that they are either rushing through or not paying attention (I'm clearly forwarding from my company email -- why would I be paying myself?).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jacquleen C.

Shoeboxed has helped cut down cost, time, and errors associated with tracking employees' purchases!

Used Daily for 6-12 months
Reviewed on 2018/05/07
Review Source: Capterra

Time and cost effectiveness!

Pros

I love that Shoeboxed is so simple, it took me less than 5 minutes to understand the entire process and all the features. Uploading is so easy, and I know that my information will be digitized correctly because every receipt is human verified--so I don't have to spend time double-checking. Shoeboxed also makes finding a specific receipt easy by allowing the user to search by date, vendor, category, payment method--and more! Since using this software, my company has seen a significant decrease in the amount of lost receipts, unapproved employee purchases, and time wasted by administrators compiling monthly credit card reports.

Cons

There are a few functionality/user friendliness issues, albeit very minor. First, we've noticed that the iPhone app is better quality than the Android one. There are more features available (like creating and choosing custom receipt categories), the design looks more modern, and editing is easier. Second, when on the desktop website, selecting multiple receipts over a long stretch of time can be a hassle because it will not allow you to combine selections on different pages. For example, I cannot make a report that contains newer receipts and more than 100 receipts ago, because that would require me to move to page 2, and my previous selections would be lost. Lastly, I feel like my price of a month is a little steep for only having one user and less than 50 receipts a month.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Chet W.

easy to use - one of the apps i use the most

Used Daily for 2+ years
Reviewed on 2018/05/04
Review Source: Capterra

Exactly what it was created for - to organize my business receipts. This app has changed how i operate on field projects. Could not live without it!!

Pros

The flexibility to mail in receipts, scan with iPhone or email in as attachment combined with the auto classification is what puts you guys ahead of the rest. Expense reports are great but could use some additional features - i discuss some below in the Cons section.

As it stands now the Expense Report creation is not great.

Cons

would be great to be able to have more filter options for creating expense reports. If you could search by notes that you add when scanning receipts with mobile app it would be a HUGE help.

I run multiple projects at a time so using dates to sort receipts for expense reports does not help me out much. I still have to drill in and manually filter out non-relevant receipts.

Would be great if you could create expense report templates on a project by project basis that could be configured auto run.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Shoeboxed for Quickbooks Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Subscription
Value for money

All trials for Intuit users include data extraction and human verification for your first 50 documents, unlimited document storage, and all premium features. Forever Free plan available, paid plans start at $9.95/mo.

Shoeboxed for Quickbooks Features

  • API

  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Shoeboxed for Quickbooks

Key features of Shoeboxed for Quickbooks

  • Automate your bookkeeping–eliminate manual data entry
  • Protect yourself with an IRS-accepted digital archive
  • Submit receipts by mail, e-mail, mobile or uploader
  • Submit receipts by mail, e-mail, mobile or uploader
  • Turn your receipts into QuickBooks transactions
  • Your data is organized online and ready for export to QuickB

Benefits

Shoeboxed turns your receipts into QuickBooks transactions

Shoeboxed for Quickbooks FAQs

Below are some frequently asked questions for Shoeboxed for Quickbooks.

Q. What type of pricing plans does Shoeboxed for Quickbooks offer?

Shoeboxed for Quickbooks offers the following pricing plans:

Starting from: US$10,00/month

Pricing model: Subscription

Free Trial: Available

All trials for Intuit users include data extraction and human verification for your first 50 documents, unlimited document storage, and all premium features. Forever Free plan available, paid plans start at $9.95/mo.

Q. What are the main features of Shoeboxed for Quickbooks?

Shoeboxed for Quickbooks offers the following features:

  • Automate your bookkeeping–eliminate manual data entry
  • Protect yourself with an IRS-accepted digital archive
  • Submit receipts by mail, e-mail, mobile or uploader
  • Submit receipts by mail, e-mail, mobile or uploader
  • Turn your receipts into QuickBooks transactions
  • Your data is organized online and ready for export to QuickB

Q. Who are the typical users of Shoeboxed for Quickbooks?

Shoeboxed for Quickbooks has the following typical customers:

Freelancers, Small Business

Q. What languages does Shoeboxed for Quickbooks support?

Shoeboxed for Quickbooks supports the following languages:

English

Q. What type of pricing plans does Shoeboxed for Quickbooks offer?

Shoeboxed for Quickbooks has the following pricing plans:

Subscription

Q. Does Shoeboxed for Quickbooks support mobile devices?

We do not have any information about what devices Shoeboxed for Quickbooks supports

Q. What other apps does Shoeboxed for Quickbooks integrate with?

Shoeboxed for Quickbooks integrates with the following applications:

QuickBooks, QuickBooks Online

Q. What level of support does Shoeboxed for Quickbooks offer?

We do not have any information about what support options Shoeboxed for Quickbooks has