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

Review: Shoeboxed Business Cards Interface

We’ve seen a ton of people signing up over the last two days to use our brand new business card service.  You can now send in business cards along with your receipts; we’ll scan them and upload them into your account with all the information on the business card, including name, title, company, website, phone number, mobile number, fax number, email address, mailing address, and a scanned image of both sides of the business card. Now, let’s take a tour through how this online interface looks, and how you’ll be able to use it to manage your contacts digitally.

All the information from your business cards

This is a basic view of how your business cards will look on the site. Each business card will appear as a row in a table of business cards. When you click on any given row, that business card will pop up in the window that looks like the one above.

All the info is editable

Though all the information is entered into your account before it comes online, you can also edit any of the information that has been entered. If there is anything that is incorrect or needs to be updated, just click the “Edit” button, and all the information will become editable. After you have made the necessary changes to your business card, click “Save”.

Your Business Card Data Can Be Used for a Variety of Different Things

You can also export all your business card information to CSV format, which is accepted by every digital contact managment system. You can import this file into your email client, smart phone, or other contact mangement system like Salesforce, or even LinkedIn. Shoeboxed has even prepared short tutorials to show you how to do the import for some of the most popular contact management systems. Your business cards are now digital!

Shoeboxed for Business Cards!

Since we started Shoeboxed about two years ago, we have been all about receipts: email receipts, uploaded receipts, and finally paper receipts via our Receipt Mail-In program. But Shoeboxed has the power to do more, and we’re excited to expand our services today to include business cards. If you are a Receipt Mail-In member, you will automatically benefit: just include business cards in your Receipt Mail-In envelopes!

When you think about it, business cards are a lot like receipts. Everybody’s got ’em, they’re annoying, and they’re important to keep. Shoeboxed has been dedicated to finding solutions for organizing receipts that save you time while still allowing you to benefit from having all your receipts digitally organized. We are expanding that concept to business cards, so you will be able to manage all your contacts, complete with all the info traditionally on a business card. From the first name, last name, address, phone number, cell number, fax number, email address, company name, and position, you’ll have all the contact information from your friends and colleagues, but you’ll never have to scan a single thing or enter in any data yourself.

Indeed, other business card solutions require you to spend hours physically filing them or scanning them yourself and entering data about your contacts. Other solutions also make it difficult to import your contacts directly into your email client, Salesforce, or other address book application. Shoeboxed makes it easy. You just import the contacts in your Shoeboxed account in a CSV file. We’ve even made walkthroughs for you so you can import your business card contacts easily into Outlook, Salesforce, Gmail, Yahoo, Hotmail, Apple Mail, LinkedIn, and others.

So here’s the clear value in using Shoeboxed for your business cards: you have a stack of business cards. You put them in your Shoeboxed envelopes and mail them to us. We scan them and enter the data on your business cards. You can view them online and import all your contacts, with all the information on the card, to any digital contact list.

So say you met a lot of people at a conference that you recently attended. You’ll be able to have all their contact information in your email client, Salesforce, LinkedIn, and many other applications. This whole process, from beginning to end, will take about 3 minutes of your time.