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? →