I learned about Shoeboxed from my good friend Terrance aka BrothaTech during Blogging While Brown. With his trusty iphone in handy he was busy snapping pics of everything from business cards to receipts, which he could easily uploaded to his account. He no longer has to sit down and manually input contact information or scan receipts from his business trips. Allowing him to be stress and clutter free. That’s how I want to be.
Use ShoeBoxed to removed the
clutter from your business
Shoeboxed is a service to help you organize all your paperwork from receipts, bills, business cards and more. You can securely mailed in your documents and they will do all of the work for you. ShoeBoxed will scan and return to all of paperwork at your request. Or you can use their shred and recycle option. For all of you tech savvy people, you can take a picture of the item and email it to your account. How great is that?
A little birdy told me that the conferences I attend are tax deductible (I will be verifying this later on with my tax preparer), so I took on the painful task of making sure I keep all of my receipts this time around. There was just one purchase I made that I didn’t get one for but that’s okay. When I got home my LA trip and my jet lag faded, I unpack all of my papers and sat down at my desk. I sign up for a free account with Shoeboxed and began scanning all of my receipts. Oh the horror! It was a long and painful but I know that there a great lesson to learn in me doing this – how to be smart with my money.
Which is why I have chosen to stay with the FREE DIY (Do-It-Yourself) pricing plan. I been concern lately with the amount of money that I take in and pay out every month and after weighting my options I felt that this was the right choice for now. With the FREE DIY plan I have do all the work myself. From collecting all of the receipts/documents, scanning them in and inputting the data. I currently have an all-in-on HP printer and use that as my scanner. After a few minutes of getting frustrated with scans not coming out right I got it all done.
Here are a few tips to make the DIY process more efficient.
#1 – Decided whether you are going to dedicate a day, week or a month to take care of your scanning. It all depends of the amount of documents you have. If you have lot of paper to go through then taking care of it weekly would be a good option. The main goal is making this less stress as possible.
#2 – Take care of all the scanning first. Save your scans either as a JPG or PDF and organize them in folders. The folder should be the same as the category it would be in. For example save receipts from restaurants in a folder named Meals and Entertainment. This will help out tremendously when inputting the data.
#3 – Take care of one category at a time.
#4 – Back up your scans. If you are an Evernote user you can connect it to you Shoeboxed account and back them up there. I don’t so backup my folder to my DropBox account.
Hopefully these tips will make your process a lot faster than it did for me the first go around. There’s two thing I love about this service so far. Shoeboxed scans are IRS accepted and can always have access your scanned image online. Just as a precaution I save my hard copies in folder. Secondly, the ease of using it with other services such as Outright. So glad I didn’t have to do double the work of inputing all the same info into Outright manually but in just a few seconds could connect both accounts and it’s done for me. Also I can see my scan image in Outright (remember I mention Outright allows you to give your account/bookkeeper access so this feature would making their job easier.)
I am supper excited to be learning about things that I can do to save time and money with managing my business. I highly recommend you try it out for yourself. If you are already a user I would love here your thoughts.