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Intuit App Center > Data Import / Export / Sync, Document Management, Expense Management, Mobile > Shoeboxed Connector for QuickBooks

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This app works with:

Pro, Premier, Enterprise Solution

Shoeboxed Connector for QuickBooks

By Shoeboxed Inc.

Turn receipts into QuickBooks transactions without any manual data entry.

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Description

Shoeboxed combines powerful scanning software with human verification to extract data from paper receipts and transform it into QuickBooks transactions. Digitize your important papers in a secure, searchable, IRS-accepted online archive. Try it FREE.

Save time and reduce errors by eliminating manual data entry

Instead of paying someone to sort out your messy pile of paper, just put it all in an envelope and send it to Shoeboxed. We will magically turn it into accurate, useful, and portable data you can import directly into QuickBooks. You can also send your receipts from your scanner or mobile device. Shoeboxed combines cutting-edge automated data extraction with human verification to assure accuracy. Trained operators in the United States verify each data point before it is uploaded to your account.

Automate your bookkeeping

Small businesses that use Shoeboxed save 4-12 hours per month on administrative work. How do we do it? Shoeboxed automatically assigns receipts to one of 15 default tax categories. You can also import your own QuickBooks chart of accounts into Shoeboxed and create rules to assign debit and credit accounts for each transaction based on vendor and payment type. Just sync your Shoeboxed data with your QuickBooks file, and all receipts will be categorized into your chart of accounts automatically.

Protect yourself with an IRS-accepted digital archive

Be ready for an audit! Small businesses and self-employed individuals are three times more likely to be audited by the IRS. When the IRS comes knocking, you will be ready with all of your documents in an IRS-accepted format, accessible and searchable from anywhere, attached to the relevant transaction in QuickBooks. Of course, we also use bank-grade encryption and back up data on multiple servers so you can confidently keep all your information and records in one place.

Accountants and Bookkeepers - Use Shoeboxed for your clients

Join our Accountant Program, which gives you access to features designed exclusively for you. As an accounting professional, you have a dashboard that allows you to manage multiple client accounts, pooled document limits to share across all your active clients, special volume discounts, and much more. Call 1-888-369-4269 and ask to talk to our Accountant Expert.

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Reviews

Shoeboxed Connector for QuickBooks 3 5 1 1

A Time Saver for those with lots of receipts The concept is simple, send them your receipts and bills and get an item that you can download into QuickBooks or other software to minimize data entry. The execution still needs some improvements. I opened Intuit App Center and signed in to my account. I quickly found the application and signed up. You are automatically given 5 free credits for uploading documents and there is also a free one month trial which allows you to mail receipts and bills in a postage paid envelope. By answering a few questions, including gender, year born, zip code and job title, you get 10 extra credits. The system automatically created an account for me with an id of user_g3 followed by a string of letters @ shoeboxed.com, something I would not remember. I didn’t recall choosing a password so I couldn’t log in, but I was able to easily reset the password and, once in I was able to change my id to something I could remember. The log in process has been improved since my initial setup. Since I already singed up for the account, I couldn't test if this also improved the initial sign up process but I suspect it has. Once signed in there is a video to get you started. While very clear and simple it did not address getting setup with QuickBooks. I finally found clear instructions in the knowledgebase but only after a long struggle. Since I started from the app center, I should have been directed to these instructions directly. I actually didn’t realize I needed them until I logged back in to the app center and didn’t see Shoeboxed. It turns out that until you go out to the application and choose the integration, the icon will not show up. Since I was trying to test this, I uploaded a credit card receipt from Staples, a credit card bill and a bill from Optimum, my phone and internet provider. Documents can be submitted in many ways including email, direct scanning with certain scanners and through mobile devices. Instructions on how to submit documents are easily found and very clear. The Staples receipt was sent in via a photo on my Android and then uploaded through the easily installed mobile app. The bills were submitted via email since I had them as PDFs from the vendor. You are given a specific email address to submit your items. If you will be using it a lot, you would definitely want to store it in your email service as it is not a “name” you will easily remember. Immediately after submitting, I received an email confirming receipt and letting me know it should be ready within one business day. While the email has a lot of marketing pitch it was nice to get assurance that the document was received. I did my first submission on a Saturday and was pleasantly surprised to get a second email showing that my receipt was processed within a few hours. The email indicating it was ready conveniently includes a link to go out to the processing site. Once the receipt is processed you can review it and, if needed, change the date, amount and currency. Figuring out the process to get the bill to QuickBooks the first time was hard, the second time was much easier. Bills cannot be sent to QuickBooks but it is easy to change a bill to a receipt. This works for the Optimum bill, but I would not use this for something with lots of line items like a credit card bill. The system uses defaults which did not default to the QuickBooks categories. You can setup rules so that a specific receipt is categorized the way you want but the value depends on whether you will be submitting receipts from the same place regularly. When you set a rule, it will offer to reclassify existing receipts, a nice touch. You can export one receipt, multiple or all and it will omit those previously sent. The screen to assign / confirm the accounts appears. It is not obvious that you have to fill in the debit and credit box before you can export. There is no drop down arrow in the box, but once you start typing they do look up. In my case, the expense debit came in automatically from the prior categorization, but I could not find a way to default the credit side. You are also supposed to be able to hide categories in the category list, but I couldn’t find how to do this. Once exported you need to make sure Intuit Synch Manager runs to get the data into QuickBooks. What comes over is a very clean journal entry. I did not test the mail in capability but overall I found that generally I can enter the transactions into QuickBooks myself more quickly than using Shoeboxed. What Shoeboxed does do, is give me stored receipts but I am not sure this is the best tool. For someone who travels a great deal and wants to get their receipts uploaded from the road I can see value in this application. For a person or firm with lots of receipts from the same places this would save time in data entry. However, I think there are a number of limitations that must be considered and improvements needed before I can give this a top rating. The chief limitations are: - Items get a single credit / debit. If something is for multiple expenses you can’t account for this until it gets to QuickBooks. - Sending over a journal entry which has inherent limitations, including the fact that you can’t use items. For some this doesn’t matter but if job costing is important, that can’t be done until in QuickBooks. - Classes and/or billable customer information cannot be entered until go to QuickBooks Areas for Improvement: - Clear link to QuickBooks start up instructions - Ability to set default debit and credit for system use - Ability to remove “system accounts” if using QuickBooks - Ability to tie receipts to customers for billing purposes March 8, 2012

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Support & FAQ

Shoeboxed support is free and available from 9am to 6pm EST Monday-Friday by phone at (888) 369-4269, by email at help@team.shoeboxed.com or online at http://support.shoeboxed.com/home .
1 (888) 369-4269
http://support.shoeboxed.com/home

Check out the most frequently asked questions below: Expand all

Is Shoeboxed Safe?: Yes! Safety is our top priority at Shoeboxed. For this reason Shoeboxed uses the same 128-bit SSL encryption currently used by most major banks. Our online security and privacy are actively monitored by leading experts like TrustE and Thawte. In addition, we log all visits to our website and maintain regular backups of all data, which we store in one of our secure offsite locations. All physical documents are kept under lock and key in a secured facility under 24-hour surveillance.
How can I get my documents to Shoeboxed?: Getting your receipts and other financial information into your Shoeboxed account is easy! Shoeboxed offers multiple submission options for maximum convenience. These submission options include: a prepaid mail-in service, multiple mobile submission options through any mobile device, a personalized Shoeboxed e-mail address and a Shoeboxed a web uploader that accepts almost all image types as well as PDF files.
Does Shoeboxed comply with tax authority regulations?: Yes, the IRS as well as other international tax organizations like ATO and CRA accept digital (scanned) receipts for taxes and audits. In the US, the IRS has been accepting digital receipts since at least 1997 under certain conditions, all of which are met by Shoeboxed. Shoeboxed is the best and easiest tool for getting your receipts scanned and organized to be safe in case of IRS audit and to simplify tax prep.
Can my accountant/bookkeeper use Shoeboxed?: Yes! Shoeboxed offers multi-user accounts that are great for accountants and bookkeepers and allow them to oversee and manage your financial information in your personalized online Shoeboxed account.