Articles and updates on receipt and invoice extraction, data processing and automation.
An invoice requests payment; a receipt proves it was paid. Learn the difference between a receipt and an invoice, when to use each, and which to keep for taxes.
Read articleAn itemized receipt lists every item and price, not just the total. Learn why the IRS, FSA, and HSA plans require one and how to get and keep them.
Read articleOCR in accounting reads receipts, invoices, and statements and turns them into structured data. Here is how it works, how accurate it is, and its limits.
Read articleScan receipts on iPhone with Notes or Files, on Android with Google Drive, and learn the workflow that turns those scans into IRS-valid data for taxes.
Read articleHow to do an expense report step by step: what to include, which receipts the IRS requires, the $75 rule, and how to build one from your receipts fast.
Read articleHow to categorize business expenses for taxes using the IRS Schedule C lines, plus the categories small businesses miss and how to tag every receipt as you go.
Read articleHow bookkeepers organize client receipts: a repeatable workflow to collect, extract, categorize, and file receipts across many clients without commingling.
Read articleYes, the IRS accepts digital and scanned receipts. Here is what makes a photo or scan valid, when you can toss the paper, and what an auditor needs to see.
Read articleHow to import receipts into QuickBooks Online and Desktop: upload, snap, or email each one, or extract a whole batch and import it in one clean file.
Read articleWhat receipts can a small business deduct? Advertising, supplies, meals, travel, vehicle, and more, plus the records the IRS expects and the $75 rule.
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