Managing your receipts can be overwhelming, time-consuming, and downright dull. Not only do you have stacks of paper clutter collecting in your home or office; you’re constantly bombarded with new receipts every time you run an errand or make a purchase. Who has time to manage all that paper?

Starting today, you do.

Here’s how to manage receipts for small business, personal or any other purpose faster and more efficiently so you can get back to living your life.

Dump the clutter

First thing’s first – you need to figure out the best way to manage receipts you already have before you can deal with any new receipts coming in.

Whether you have alphabetized receipts stored in filing cabinets, or a big ‘ol pile of paper scattered across your desk, the first step in how to manage receipts is to go paperless.

  • Scan each receipt into a digital record using a traditional desktop scanner or the camera on your smartphone.
  • Use a service like Shoeboxed to mass-upload all of your receipts for you. Simply dump your receipts into the Shoeboxed Magic Envelope, drop the envelope in the mail, and watch as your account is magically populated with all of your receipts and data.
  • Recycle all of that paper and clear the way for a more organized receipt management future.

Set up systems

Clearing the clutter is only half the battle. There’s no point in getting rid of all your receipts only to start collecting new ones. Set up systems to manage what happens to a receipt every time you receive one.

For example, every time you’re handed a receipt you could…

  1. Add your name to the vendor’s email list to receive future receipts by email.
  2. Snap a photo of the receipt with your smartphone.
  3. Recycle the receipt BEFORE getting back in your car or returning home.
  4. Log-in to your receipt management software program or app and modify the transaction details as needed.

You could also implement a similar system involving a desktop scanner or mobile receipt scanner. The key is developing simple tasks that you’re likely to do on a regular basis. Create systems that complement your lifestyle and habits, which will make it easier to keep receipts organized.

Choose the right tools

When wondering how to manage receipts, you might feel like you’re drowning in a sea of paper clutter. The right tools, however, can serve as organizational lifeboats to help you manage, organize, and digitize your receipts with top-rated technology and the best receipt scanning apps out there.

If you want to do more than merely scan a receipt, you need technology that lets you work with the scanned data. What’s more, you need robust tools that connect the information on your receipt with your accounting software, invoicing software, and other financial applications.

In addition to Shoeboxed, there are a number of receipt-scanning apps that digitize data and have integrations with Quickbooks, Evernote, Outright, Wave, Scansnap, and more. Choose a receipt scanning tool that integrates with your accounting software to make receipt management even more powerful.

When you mass-dump paper clutter, set up systems to prevent future clutter, and use tools to make the most of receipt scanning technology, you can easily manage receipts without losing your mind.

It seems like there are a million different receipt scanning apps out there nowadays, so how can you choose the best app for receipts for you?

Whether you’re a busy business owner or a work-from-home mom, you need a convenient, reliable way to transform your paper receipts into digital documents that can be retrieved whenever you want, from wherever you want.

Here are the top 5 qualities to consider when looking for the best receipts app:

1. Convenience

A great receipt scanner app will make your life easier, not harder.

The best apps allow you to instantly digitize your paper receipts by snapping a photo with your smartphone or scanning to your PC. This process should be easy, seamless, and stress-free, and require the least amount of effort on your part.

2. Cost

There’s a wide range of costs when it comes to receipt scanning apps. Some are free, but lack the robust storage and security you need to keep your sensitive info safe. Others are overpriced or only cost-effective for big businesses.

The best app for receipts is one with a range of pricing options to fit your budget. Look for one that offers a free app download for your devices along with monthly pricing plan choices.

3. Multi-platform functionality

You can’t just download a receipt app to your phone or tablet and call it a day.


Because receipts creep up in every area of your life, and require a multi-tiered approach to their management. For instance, you might get handed a receipt at the gas station, emailed a receipt from an online subscription, and dumped with a stack of paper receipts to be sorted at work.

A great receipt app will have you covered no matter where the receipts are coming from. Shoeboxed has a smartphone app, but they also offer done-for-you receipt scanning and traditional scanning options.

With this service, you can

  • Dump receipts and stacks of paper in an envelope, drop the envelope in the mail, and have everything scanned for you while you sleep
  • Snap photos of receipts with your phone or tablet while you’re on the go
  • Scan receipts yourself from your home or office scanner

Look for a receipt app that offers all of these options and more.

4. Security

Did you know that the IRS accepts electronic versions of your receipts? You can now digitize just about anything and everything, making receipt scanning a great way to stay organized and clutter-free.

But what happens to all of your sensitive information when you scan it to the cloud? If you choose the best app for receipts, your credit card info, social security number, and other sensitive financial information will remain secure.

Look for an app that guarantees your security with SSL encryption and TRUSTe certification.

5. Flexibility

A great receipt scanning app won’t only scan receipts. Look for an app that can handle business cards, bank statements, and all types of hard copy clutter.

Which receipt scanning apps have you tried before? What did you love or hate the most? Let us know in the comments below!

It’s easy to get organized when you have the right tools. Receipt software can help you eliminate paper clutter by digitizing your receipts and storing electronic copies of those receipts on your computer or in the cloud. But how can you choose the best receipt software for your needs and budget?

While there are dozens of different receipt scanning options available, many of them are complicated, expensive, or just plain confusing.

Here’s what to look for when choosing receipt scanning software to get organized:

  • User-friendly – Great receipt software is easy to use and has an interface that allows you to hit the ground running. This means that from the first receipt you scan, you can easily see how your info is stored, organize and categorize each receipt, and pull up individual receipts by amount, date, or company.
  • Powerful – The best receipt software will give you a powerful interface for scanning and storing receipts. You’ll have lots of storage space, enhanced security, and be able to scan/upload stacks of paper receipts quickly.
  • Integrated – The receipt scanning software you choose should offer lots of different integrations. Once you scan and upload receipts, you’re going to need to extract the information from those receipts and use it to complete your taxes, create budgets, or track spending. Make sure the software you choose offers integrations with QuickBooks, Evernote, and all of your most-used apps.
  • Flexible– There are many different ways to digitize receipts, so your receipt software should offer flexible scanning options. Whether you want to scan stacks of paper receipts using your scanner at home or quickly upload a receipt using your smartphone on the go, the software you choose should be able to do both.
    The Neat system is useful if you want to do the scanning yourself. But if you want more flexible receipt scanning, Shoeboxed is a great option because you can digitize your receipts from anywhere – at home, from your phone, or by outsourcing the job entirely using the Shoeboxed Magic Envelope. This option lets you dump all of your receipts into a big envelope, which gets mailed to Shoeboxed and scanned into your account by their team.
  • Secure – In the age of identity theft, security is more important than ever in online applications. But it’s especially important to consider when you’re looking for the best receipt software. Since receipts contain personal information like your name, credit card number, and where you shop, it’s crucial to choose software with enhanced security to protect your sensitive information.

Once you have found receipt scanning software that is user-friendly, powerful, integrated, flexible, and secure, make sure the price is right. Choosing a subscription-based software solution is usually the most cost-effective way to go, because it lets you pay based on how many receipts you scan or how much storage you need. A receipt scanning service like Shoeboxed starts at just $9.95/month – not bad when you consider how much time, energy, and money gets wasted searching for lost receipts!

Armed with the right receipt software, you’ll be able to get organized and go paperless faster than you ever thought possible.