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Track lots of receipts for accounting?


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#1 William Demeritt

William Demeritt

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Posted 01 December 2016 - 08:01 PM

Just wanted to give a heads up to anyone who tracks receipts or expenses throughout the year, or have a big envelope full of receipts end of year that they sort out with their accountant. I started using this service, Shoeboxed.com, to upload scans of my receipts or mail them in an envelope full of receipts every month. They scan the receipts, try to categorize them, and give an online interface to let you re-categorize them, export as an Excel spreadsheet, etc.

 

My accountant has me tracking my receipts during the year, so this gave me a simple way to scan all the receipts, have an online archive, quickly export end of year and get them into an expense report to hand over to him. I've had the service for a year now, and been pretty happy with it as an easy way to catalog receipts and make tax time easy.

 

If you want to sign up, you can use my referral link here: http://ssqt.co/mzbMnZd

 

Or, if you don't want to use the referral, just go to the site itself and sign up. Worked out well for me, perhaps you guys could use it too? http://www.shoeboxed.com


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#2 Lisa Sene

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Posted 02 December 2016 - 11:58 PM

Thanks for sharing William! I've been looking for a way to go digital with receipt tracking, and this looks very promising. I will check out the free trial ASAP, and use your referral link if it fits my needs. Which version are you using? 

 

Lisa


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#3 William Demeritt

William Demeritt

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Posted 03 December 2016 - 11:03 AM

Which version are you using?

 

I'm using Lite right now throughout the year, and digitally submitting receipts via upload throughout the year. I started out with the trial of the regular account, and the magic envelopes are pretty fantastic. However, I've definitely got less than 50 receipts per month, so I just went back to the Lite plan. The online service or functionality doesn't change, it's just if they give you the envelopes vs I could mail in with my own envelope.


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#4 Lisa Sene

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Posted 04 December 2016 - 09:16 AM

Good to know - I have under 50 per month too and am looking at the Lite plan. Thanks!


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#5 Walter F. Rodriguez

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Posted 04 December 2016 - 07:42 PM

Shoeboxed is the best!


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