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Free Checklist

Receipt Tracking Checklist

Five questions that reveal how much manual receipt entry is really costing your business.

Answer these five questions honestly. If even one makes you uncomfortable, you're losing time, money, or receipts — maybe all three. Print this page and fill it out, or just read through and see where you stand.

1
Where are your receipts right now?

Think about the last week. Glovebox? Kitchen drawer? Email inbox? A pile on the desk? In a shoebox? Scattered across three phones?

Location
How many?
2
How long does manual entry take per week?

Sit down with a timer. How many hours do you or your bookkeeper spend typing receipt data into QuickBooks each week? Include the time spent finding, photographing, and re-checking entries.

Hours per week
× Your hourly rate
3
How many receipts were lost last month?

Receipts fade, get thrown out, get left at the job site, or disappear in the wash. Every lost receipt is a lost deduction. How many did you lose in the last 30 days?

Receipts lost
Est. value lost
4
What happens at tax time?

When your CPA asks for receipts to back up your expenses, what happens? Do you spend a weekend scrambling? Do you end up estimating? Do you file an extension? Write down what tax season actually looks like.

What you do
Hours spent
5
What does it cost?

Add it up: the hours from Q2 × your hourly rate, the lost deductions from Q3, the tax-season scramble from Q4, plus the stress. What's the real monthly cost of doing receipts the manual way?

Monthly cost
Annual cost
How much does this hurt?

Circle the number that matches your situation.

1 2 3 4 5 6 7 8 9 10
Not a problem I need help now

If you scored above a 3, Maya can fix this.

Text a receipt to Maya. It shows up in QuickBooks as a draft the same day. No app, no manual entry, no lost receipts.

Get Started with Maya