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Guide

How to keep receipts for a small business without buying software

Christopher York · October 2026 · Lewiston, Maine

Most small-business bookkeeping problems are receipt problems. The fix is a habit, not a program.

One folder, dated

Make one folder per year on your computer (or one envelope in the truck). Every receipt goes in it the day you get it. Do not sort by category yet; sorting is what stops people. Dated and in one place is enough.

One photo per receipt

Thermal receipts fade in months. Photograph each one with your phone before it goes in the folder. Name the photo with the date and the store if you can: 2026-10-16 Home Depot.jpg. Email-to-self works; a shared folder works better.

One line per purchase

Keep a running list, in any form: a notebook, a spreadsheet, or a sentence typed into York ("spent 42.18 at Home Depot for supplies"). Each line needs four things: date, who you paid, how much, and what it was for. That is the whole record a bookkeeper needs.

The shoebox you already have

Do not try to fix last year this week. Put the shoebox aside, start the one-folder habit today, and give the shoebox to a bookkeeper for catch-up work. A month of clean new records is worth more than a weekend of guilt.

Where York fits

York turns the "one line per purchase" step into a sentence. It files the line, keeps the running total, and can tell you at any point what October supplies came to, with the receipts behind the number. It gives no tax advice; ask your preparer what is deductible.

See York on your own books

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