Live Chat with Our Customer Support Team

Hey Shoeboxers!

Today, we’re excited to announce a new feature in your online Shoeboxed account.  From now on you can chat directly with a customer support representative, right from inside your account!

All you have to do is click the blue “Chat with Us!” bar on the bottom right of your Shoeboxed account, and you’ll be immediately connected with a Shoeboxed employee that can help you navigate your account, give you tips and answer any questions you may have.

Our representatives will be available Monday to Friday, 9a.m. until 6p.m. EST (except on major holidays). If all operators are busy, the “Chat with Us!” bar will be hidden. But don’t worry– you can check back later or send us a quick email at help@team.shoeboxed.com!

Please note that our live chat is operated by Shoeboxed US. If you’re a customer of Shoeboxed Australia, please contact them at 1300 00 1333 or help@team.shoeboxed.com.au!

If you have any feedback or questions about our new live chat feature, please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @ShoeboxedHelp.

Stay Organized,

The Shoeboxed Team

Outright: The Pteranodon of Accounting Solutions

What’s the first flying dinosaur that comes to mind? Did you say Pterodactyl? So did we. As it turns out, pterodactyls were pretty small, but had a larger cousin in the Pteranodon.  Take a second to briefly rock your inner eight-year-old by saying that name in a Megatron voice (Ter-AN-oh-donnnnnn); now let’s proceed with  something a little less extinct and more exciting: our second featured platform in our accounting solutions series.

Outright has been designed for those entrepreneurs who wanted to break out of the corporate pack and “fly solo”. Forget learning how to walk through complicated accounting systems, Outright was developed to help small businesses and freelancers glide through their accounting with a user-friendly interface.

Outright: The Pteranadon Accounting Solution

Like the Pteranodon, Outright focuses its attention on the smaller (although probably evolving) fish in the business world. With its narrow scope, Outright excels in providing accounting for small businesses and freelancers who don’t normally have accounting backgrounds.  Here is what you can expect from its platform:

Outright Strengths:

  • Supports direct linking to financial institutions, PayPal, and online marketplaces such as eBay and Etsy.
  • Quick-view graphs for easy-to-understand financial reports.
  • Categorizes transactions how the IRS expects (also includes tax estimates and deadline notifications).
  • Cloud-based, no downloading or installation.
  • Easy to use and designed specifically for small businesses.

Outright Weaknesses:

  • No invoicing/billing options (although it integrates with other tools like Freshbooks).
  • Taxes based on US tax system (not for international users).
  • Some users have issues with reconciliation
  • It’s a great starting point, but you still may want to bring your very organized report to an accountant before filing your taxes.

Outright is probably best for business owners who:

  • Are freelancers.
  • Are solopreneurs / microbusinesses
  • Are online retailers (on eBay, Etsy, etc.)
  • Don’t know much about accounting, and probably don’t want to learn.

In this “blast from the past” reference, Petri the Pteranodon (Land Before Time) learns to fly just in time to save his friends from Sharptooth.  Can Outright swoop in and save you and your business from the daunting task of accounting? Look into Outright’s free trial to see if it can save you some hassle and soar to success!

Petri Saves His Friends

 

How to get organized: Life hacks to organize your life, go paperless, and save time (Part I)

Organizing your life might be a daunting task (and require more than a blog article of advice). So we’ve decided to dedicate our Friday posts to biting off manageable chunks of life’s clutter and helping you get organized!

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Organize Your To-Do List

The to-do list is a critical component to everyone’s daily productivity. In some form or another, everybody maps out what they need to accomplish. Whether it is in your head or the margins of a legal pad on your desk, its important that you actually have an idea of what needs to be taken care of!Organize your To-Do list

Creating an effective to-do list is just as important as executing the tasks on it.  And believe it or not, there is an art to it! Here are some considerations for your to-do list:

1)   Media for you

Your mom was right, you ARE special; and your to-do list should be too. Whether you use an app on your computer or phone or you keep a handwritten list at hand, you need to figure out the best thing for you. Something to consider: your list should be visible throughout the day and act as a constant reminder, so nothing can slip through the cracks.

2)   Don’t get ahead of yourself

Hold your horses, and organize a new to-do list each day. If you need to map out your week, do it. But only do it if it helps you write your daily to-do lists. The saying is ‘one day at a time’ for a reason. Why burden yourself with future tasks, when you already have plenty of tasks on your plate for the day. Also, things change throughout the day and your to-do list will have to adapt!

3)   Treat it as a schedule

It is important to integrate your to-do list into your calendar of events. So you have a super exciting staff meeting early in the afternoon? Your to-do list should have all of your morning tasks listed first.  This is also important for all tasks that have specific deadlines. It is also critical to organize the list with consideration to how long each task might take to accomplish.

4)   Nobody Likes a Line Jumper

Everything has to get accomplished anyway. So skipping around and doing the quick one-offs might be fun to cross off in the beginning, but then your list is scattered, and all that remains are your daunting tasks lumped together in the end. Write your list in an order that provides you with balanced breaks between tasks so you are less likely to take breaks during your tasks.

Some of these considerations overlap or might not mesh with your style; but this is your to-do list after all. What it comes down to is figuring our what works best for your productivity and workflow. So crank out you’re A-game, and dazzle everyone with an efficient and organized to-do list.