New PDF and Excel Reports Now Available

The next time you export your Shoeboxed documents to a PDF or Excel file, you’ll notice that we’ve added a table that shows the total amount spent by each category!

New Table in Shoeboxed PDF and Excel ReportsWith our new PDF and Excel exports, you can see how much money you spent on the different categories in your Shoeboxed account. This feature is especially useful if you use our reports for expense reporting. No more manually calculating the total amount spent by category!

If you’ve never tried one of these export options, you can find the instructions for creating a PDF report here and instructions for creating an Excel report here.

As always, you can create reports limited by date range or to only include certain categories, but each PDF and Excel report will now contain category totals at the bottom of the report.

If you have any feedback or questions about our new PDF or Excel reports please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @Shoeboxed.

We’ll be sure to keep you in the loop as more upgrades and fun new features are released!

Stay Organized,

The Shoeboxed Team

Export BizCards Directly to Yahoo! Contacts

You can now export Business Card information directly into Yahoo! Contacts with the click of a mouse!

To begin your export simply select the Business Cards you wish to export, choose “Export to Yahoo! Contacts” from the drop-down menu and your contacts’ information will be sent directly to your Yahoo! Contacts list.


You will be prompted by Yahoo to allow Shoeboxed permission to send the requested business card information, but only the first time you perform the export.

And that’s it! The contacts you have exported will now be in your Yahoo! Contacts list.

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

Stay tuned as even more upgrades and fun new features are released!

Stay Organized,

The Shoeboxed Team

MYOB Integration Improved and Easier!

You can now both import your MYOB chart of accounts and utilize the coding screen when exporting to MYOB!

To import your MYOB chart of accounts into Shoeboxed simply export your chart of accounts as a tab delimited file from MYOB. Then import this file into Shoeboxed through the manage categories page. You can then easily assign receipts to various accounts as necessary.




When you’re ready to export your receipts to MYOB just select the receipts you’d like to export, proceed to the export screen and select MYOB. You will then be transferred to the coding screen where you will have an opportunity to verify and validate the assigned accounts for each receipt in a fast coding interface.



Note: In your Account Settings you can set a default account code for any receipts that are uncoded at the time of export.

If you have any feedback or questions about this improved integration please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @Shoeboxed.

Stay tuned as even more upgrades and fun new features are released!

Stay Organized,

The Shoeboxed Team