Guides
What to keep, how long to keep it, and how to get it out of your inbox and into your accountant's hands. Plain answers, with sources.
Freelancers · 5 min read
How to track business receipts as a freelancer without a tax-season scramble. A weekly, monthly and quarterly routine, how receipts map to Schedule C, and what to hand your accountant.
Tax records · 4 min read
Yes. Scans, phone photos and emailed receipts all count, if they're legible, complete and retrievable. What the IRS expects, what a usable receipt shows, and how to scan so you can shred the paper.
Tax records · 5 min read
Three years covers most people, but some receipts need six, seven, or "until you sell it." The IRS rules in plain English, with a simple rule you can actually follow.
Gmail · 5 min read
Copy-paste Gmail searches that surface receipts and invoices for any date range, how to label them so they stop getting lost, and how to get them out of Gmail and into a spreadsheet.
Online orders · 6 min read
Where Amazon keeps the invoice for each order, why one order turns into several card charges, how to get your whole order history now that Order History Reports are gone, and what Amazon Business adds.
Rideshare · 6 min read
Where Uber and Lyft keep your ride receipts, how to resend or download them, how to get a batch for a tax year, and how to stop business rides getting lost among personal ones.
Accounting exports · 5 min read
The three ways to get receipts into QuickBooks Online (upload, email forwarding, or a CSV through bank upload), when to use each, and how to avoid the duplicate transactions that CSV imports love to create.
Accounting exports · 5 min read
Every way to get receipts into Xero (the Documents inbox, emailed bills, Hubdoc, the bills CSV import and precoded bank statements), with the columns each needs and the mistakes that double-count expenses.
Accounting exports · 5 min read
Turn a pile of receipts into Zoho Books expenses with one CSV import. The columns Zoho expects, how to map them, and the account-name mismatches that make imports fail.
Organizing · 5 min read
A receipt system you'll actually keep up: one inbox for everything, a folder structure and file-naming pattern that sorts itself, and a monthly check that catches what's missing.
Snap a receipt or connect Gmail. What Receipt? reads it, files it by vendor, category and project, and exports it for your accountant.
What Receipt?