Getting started with IQBoxy

We think you will love IQBoxy, here's how

1. Download IQBoxy for your device and signup inside the app

or

or tell us who you are and signup using the online form there

Individual or Business or Accountant / Bookkeeper

2. If onboarding via mobile, sign up inside the app

3. Track your receipts or bills

  • Photo - Snap a picture of your receipt anywhere and anytime on your smartphone
  • Email - Forward old or new electronic receipts/bills to your IQBoxy personal email address
  • Upload - Upload direct from your phone's gallery/albums for instant processing
  • Cloud - Let us move your receipts from your cloud provider (Evernote, Dropbox, Box, etc) into IQBoxy for OCR processing
  • Mail - Send your shoeboxed receipts directly to us for processing
  • Watch - Voice your expenses directly to your Watch
  • Dictate - Use voice or plain text to record expenses.

Getting Started: How it Works

4. Go beyond with Connected Apps

  • Using Xero, Saasu or Intuit QuickBooks for your business accounting? - Then you already know the value of recording day-to-day financial transactions like receipts. Connected Apps moves those receipts automatically to your business accounting software. It only takes 30 seconds to connect using Connected Apps.
  • Backup Receipts? - Whats better than the option of 5 different cloud storage services to backup your receipts? Enable backup/sync for Dropbox, Box, Google Drive, Evernote or OneDrive. All FREE. IQBoxy takes only 30 seconds to connect using Connected Apps.

5. Enjoy pain free expense management

We love feedback so please reach out any day or time of the week.

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Rusty Wojcik

Success Manager

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