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5 Min. Read

How to Organize Receipts Electronically: 4 Best Ways

How to Organize Receipts Electronically: XX Best Ways

There’s nothing worse than trying to track down a receipt for something you purchased a long time ago. Where did you put it? Did you throw it out? What if you can’t find it? Trying to keep track of all your different physical receipts can be tedious and time-consuming.

So, instead of piling a stack of receipts into an old shoebox, how should you organize your receipts? The best and most efficient way is electronically. You can easily organize and store any digital receipts that are then able to easily get found. And, you can turn paper receipts into digital receipts to organize everything together.

Here’s What We’ll Cover:

The 4 Best Ways to Organize Receipts Electronically

Key Takeaways

The 4 Best Ways to Organize Receipts Electronically

It really comes down to personal preference. If you organize all your receipts in a shoebox and it works for you, then that’s great. However, depending on the size of your business or how often you make purchases, you could have thousands of receipts to organize.

Here are the 4 best ways for you to organize your receipts electronically.

1. Save Receipts to Google Drive

Using Google Drive to save and organize all of your receipts can be an efficient way to do this. You won’t have to search your entire house to try and find them for tax purposes. It’s incredibly easy and simple to use.

Let’s say you make a purchase online and save the digital receipt to your computer. You can then save digital copies of the receipt directly from your computer to Google Drive. You can then go a step further and create separate file folders for specific types of receipts if needed. You could create a business expense folder, an office supplies folder or an expense receipts folder.

Everything can get organized by date, where it was purchased or even the type of item you purchased. Keep the folder names short and sweet to easily navigate around and find what you’re looking for when the time comes.

2. Use Evernote

Evernote has a range of functionalities and can be great to collect notes or organize files. But it can also scan receipts or take photographs for even further organization. This way, you can quickly and easily add a new receipt to a folder and not have to worry about it down the road.

You can even set up Evernote to be able to send receipts from your email address directly to the app. By properly tagging and using a good subject line, Evernote can automatically file email receipts into a specific folder. You can use the tags feature to help organize all your different notebooks.

3. Use WellyBox

A web-based app that can generate expense reports, WellyBox has an intelligent interface. It can find any receipts or invoices across your linked inboxes and easily organize them together. You can even set it up to forward relevant information directly to your accountant or accounting app that you use.

WellyBox also has a feature that enables it to download receipts or invoices directly from a supplier or wherever you made your purchase. You can also integrate it with other platforms like Google Drive or Microsoft Office. This can help take your receipt organization to another level.

4. Scan or Download to Your Personal Computer

Adding another productivity or organization app might not be ideal. If you don't want to add another one to your daily use there are still ways for you to organize your receipts electronically. It might be a little time-consuming at the start, but once you figure out the right process then everything can happen smoothly.

Figure out what works best for you. But it could be as simple as creating a new folder on your desktop to save any receipts. If you receive a digital receipt, you can quickly download and save it to the folder.

If you have a paper receipt, you can scan it to your computer and save it to the folder. Or you could simply take a picture of the receipt and then save it.

Key Takeaways

Organizing all your receipts electrically can keep you proactive and productive. And when you are organized, you can save a ton of time, stress and even money in the long run. You will know exactly how much you spent, where it was spent and when it was spent.

Plus, switching to digital records for receipt files can reduce paper clutter. Everything can get easily accessed through your mobile phone or computer at the click of a button. So when you need to do your tax return or you need to quickly find a receipt you will know exactly where everything is.

Did you enjoy reading this guide? Head over to our resource hub for more great content!


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