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Small Business Bookkeeping Spreadsheet

Income, expenses, mileage and profit and loss in Excel or Google Sheets. A bookkeeping spreadsheet for Excel and Google Sheets. Track income, expenses and mileage and see your monthly profit and loss.

Keep a small business's books in one tidy file. Add each sale or payment to the income log, each purchase to the expense log, and business drives to the mileage log. The profit and loss tab sorts everything by category and month for the year you choose, with processing fees and the mileage deduction included.

The dashboard shows year to date income, expenses, net profit and profit margin, your top expense categories, and a chart of every month. A quarterly summary shows profit for each quarter and a suggested amount to set aside for taxes, based on a percent you choose. An invoice tracker shows who has paid, what is still open, and which invoices are overdue.

Categories are set up with common small business labels and can be renamed on the setup tab. It is a record-keeping tool, not tax advice, so it is easy to hand your totals to a tax preparer. You get a blank copy ready to use and a filled-in example for a small print studio to learn from.

Your files are ready to download right after checkout, and we email you the link.

What's included

Small Business Bookkeeping Spreadsheet as a Google Sheet, ready to fill in (download as Excel if you prefer)

A filled-in example copy to learn from

Ten tabs: Start here, Dashboard, Setup, Income, Expenses, Mileage, Profit and Loss, Quarterly Summary, Invoice Tracker, Lists

Room for 300 income entries, 300 expenses, 200 drives and 100 invoices

Drop-down menus for categories, payment methods and receipts

Step-by-step instructions on the first tab

Details

10 tabs

File type: Google Sheets

Make your own Google Sheets copy right after checkout (download for Excel if you prefer), kept on your library card with free updates

Price: $12.99

How to use it

Click Make my copy after checkout. Your own copy opens in your Google Drive. Type in the yellow cells; the totals fill themselves.

License

Personal and family use, or one classroom or parish group. Please don't resell or share the files.

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