Shoeboxed for Quickbooks Features List

Shoeboxed for Quickbooks

Turn receipts into QuickBooks transactions without any manual data entry

4.35/5 (183 reviews)

Shoeboxed for Quickbooks Feature Summary

  • Turn your receipts into QuickBooks transactions
  • 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
  • Your data is organized online and ready for export to QuickB

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Shoeboxed for Quickbooks Feature Reviews

25 reviewers had the following to say about Shoeboxed for Quickbooks's features:

Jeff Mosko

Excellent interface, ease of use

2018-05-01

Pros

- nice interface - camera integration - ease of data entry - speed of data interpretation - under friendly

Cons

Expense reports could be easier to generate Occasionally Shoeboxed can't understand email attachments

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Carly Paugh

Great for organizing but processing can be a little slow/glitchy

2018-05-01

Pros

Having everything in one place on my phone is great, and being able to email my expense report directly from the app is a nice feature.

Cons

The processing grabs the wrong information from the photo of the receipt- for instance, if it's a screen shot of an invoice on my phone, it will list the merchant as "Verizon" and I have to spend extra time going back and fixing those.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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BHeffe

Excellent switch for QuickBooks!

2013-10-17

Switched to Shoeboxed and using Expense Cloud.

Pros

can import chart of accounts, make rules for vendors, and effortless export to QuickBooks!

Cons

Would like to be able to edit category names once imported from Chart of Accounts.

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Anonymous
(Law Practice company, 11-50 employees)

This is a great service that has simplified my life enormously.

2018-05-01

Pros

The documents are processed very quickly and you can either manually enter them or just take a photo.

Cons

It sometimes get the currency wrong when it is entering a document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Pat Blute

Best company. Best product. Game changer.

2018-05-04

Pros

I LOVE mailing in and getting digital scanned copies of my receipts. I had 2 years worth of backlog on my physical receipts and having it digitally organized before the ink faded was huge.

Cons

I wish making expense reports was slightly easier for different accounts -- personal, professional, business, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Building Materials company, 201-500 employees)

I am Europe based and I was a subscriber for a year. I used it for my small e-commerce business.

2018-05-04

Simple management of invoices, receipts, all in one place and accessible from everywhere.

Pros

I like the idea of having all my invoices, payments, receipts, etc, stored in one safe place, accessible from everywhere.

Cons

The magic envelope service at that time was not available in Europe.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Erik Fulkerson

Extremely satisfied with the app; it's user interface and speed of processing. Great Functionality.

2018-05-07

Pros

I like how I can export reciepts to make it faster to complete expense reports. i like the human touch of the support staff.

Cons

Within the app I scan a card or reciept to process, then it also shows up (for me) in my Photos on my phone, notebook, cloud account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Christopher Schornak

I use Shoeboxed for the mileage tracking feature, and it's the bomb, excellent.

2018-05-01

Pros

Makes it so easy to run mileage reports at end of year and export. It can be exported to CSV into excel

Cons

It would be nice if it would constantly track the roads I drive on, not just the most direct route.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Gretchen TeBockhorst

Easy to grasp. Mostly reliable.

2018-05-07

easy and convenient mileage tracking.

Pros

The option to export the results into Excel spreadsheets makes expense reports very convenient.

Cons

Sometimes the mileage tracking doesn't work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Narasimhan (Nari) Soundarrajan

Removes clutter and keeps track of expenses, accessible from anywhere

2018-05-04

Clutter reduction, expense management

Pros

Also that it accepts electronic receipts with a simple forward from my email. overall, very good value for the cost and reduces clutter massively.

Cons

Some manual processing is required to approve and resolve expenses so an eventual AI based system would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Amy Hamilton

I track multiple credit cards as well as documents to attach to our quickbooks software.

2018-05-01

Pros

That it is generally easy to use and I can easily search for most receipts with either an amount or the vendor.

Cons

Also, that the automatic capture of data doesn't always seem to work, especially when reading the credit card number.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Andres Vega

Very Helpful for a Small Business!

2018-05-07

Accounting. I have difficulty keeping track of my documents and receipts and you've covered me for several years.

Pros

I don't have to think about it since it's connected to my Google email account. Almost all of my receipts go through email.

Cons

I'd like to get notifications if Shoeboxed thinks an email should have a receipt and doesn't or where problems occur.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Saul Meyer

Essential for my document and receipt organization..

2018-05-07

Tax reporting and expense report generation is now painless.

Pros

The software is intuitive and helps expense report generation and tax reporting.

Cons

Perhaps the batch editing features could be easier and with less lag.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad Hallett

Excellent Receipt Tracker

2018-05-08

Pros

Excellent search and report functionality.

Cons

Receipts in foreign currencies are often identified in USD which can create some reporting issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Leonard

Fantastic Expense Reporting/Tracking Application

2018-05-02

Expense reporting and tracking

Pros

It is Free and allows me to quite easily track all of my expenses in a very similar manner to Concur

Cons

Some glitches in the software that does not accept forwarded PDFs so have to convert them individually to PNGs. Again, free App so cannot complain too much

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Don Frith

Very quick and efficient

2018-05-01

Pros

Instead, you download a report and have an image of the receipt if needed for an audit

Cons

You have to make sure that your picture images are clear or your data may not be accurate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
David Bechtel

Overall experience is great but I've run into a few clitches when trying to download monthly reports

2018-05-04

Pros

Ability to categorize and create new categories when one is not automatically assigned, ability to send in receipts whenever you like.

Cons

Monthly report clitches , when trying to download monthly reports, receipts are left out, the program freezes or freezes the computer, and reports are then left incomplete

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Jaclyn Burket

Makes expense tracking so easy

2018-05-02

Pros

I can print my expense reports so no more double entry for work reimbursements.

Cons

Fast processing time and it is easy to correct any misspellings or errors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kenyatta Forbes

Hassle Free

2018-05-01

Pros

It really helps during tax time as you can export a spread sheet

Cons

It's a life safer. I wish the categories of the receipts were a little more intuitive There are times when you have to go in manually and correct it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Easy to use and decreases accounting workload.

2018-05-01

Much easier time keeping track of receipts.

Pros

I really like this feature and it has allowed us to save all our receipts!

Cons

I wish it automatically matched with my QuickBooks banking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Roy Wrightsman

It's ok, not great, not awful

2018-05-04

categorizing receipts for expense tracking

Pros

Generate reports of receipt categories.

Cons

Have to manually fill out receipts. Prior program did a lot of that itself. Several bugs on pulling in from emails. App fails here and there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
David Deloach

Shoeboxed is an organizers dream!

2018-04-16

Pros

I deal with tons on receipts, invoices, vendors, payments, etc!

Cons

Overall simple to use, but can be tricky at first! The platform runs smooth. Don't have many cons or anything negative to say. Just plain, simple and a great app!

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kyle Foisy

Charged for half inputted receipts

2018-05-01

All my receipts are in one place

Pros

All my receipts are in one place and easy to sort through different suppliers and dates after information has been corrected by me

Cons

When left up to shoeboxed invoice are missing information and the incorrect currency is used.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Michele Napierkowski

So easy even *I* can use it.

2018-05-01

Pros

Being able to "save" categories so common purchases are automatically categorized.

Cons

I wish I would import it directly into TurboTax.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel Walter

So happy I found this product

2018-04-13

Pros

I found Shoeboxed a few years ago, and had never thought about a "receipt organization service", but what they do is truly "magic": I just send them my receipts, bills and all sorts of documents and they, within just like a day, scan everything and upload it to my mobile app and online account - I always have my receipts at my fingertips now, and all of that without any work required on my part.

Cons

Their support is amazing, first of all, but I had times where I couldn't reach them via phone when I wanted to run a report etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more