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See What's Inside
Find out exactly what you get with our completely FREE Google Sheets Small Business Bookkeeping Template!
Custom Business Settings
Once you've opened the template in Google Sheets, setting up your business and selecting a date range for your financial year is simple
Enter the Business Name you'd like displayed on your Income Statement.
Select the Starting Month of your financial year.
Enter the Starting Year of your financial year.
The Start and End dates of your Date Range will be calculated automatically!
Chart of Accounts
Customise your Revenue and Expense categories to suit your business, so you can clearly see where your money is coming from and where it's going:
Create up to 5 Revenue categories.
Create up to 20 Expense categories.
Organise Revenue by product (e.g. phone case), sales channel (e.g. Shopify), or any method that works for you.
All the categories you create here will appear in a convenient Drop-Down List when entering transactions.
Transactions
Effortlessly record all your business transactions in one central location:
Record up to 500 transactions with ease.
Only Valid Dates within your financial year can be entered, thanks to built-in error checks.
Select a revenue or expense category from a Drop-Down list linked to your Chart of Accounts.
Optionally include a Reference number, such as an invoice ID.
Add optional Hyperlinks to documents stored locally or in the cloud (e.g. Google Drive).
Smart Error Checks help ensure key details - like dates and amounts - aren’t missed.
Income Statement
Easily monitor your business’s profitability with a detailed Income Statement that provides figures for:
All Revenue categories line by line.
All Expense categories line by line.
Subtotals for Total Revenue and Total Expenses.
Total Profit/(Loss) for the year-to-date.
Total Profit/(Loss) as a percentage for the year-to-date.
Error Checking
Built-in error checks and protections ensure you enter only valid data and prevent accidental deletion of important formulas or functions:
Cells with incorrect data are Highlighted Red, making them easy to spot.
If there's an issue, clear Error Messages will prompt you to review and correct it.
Important cells containing formulas are Locked and Protected to prevent accidental changes.
Transactions won’t appear in your reports until they’re fully completed and free of errors.
For Example: the template only accepts dates that fall within your financial year.
PDF Instruction Book
In addition to the spreadsheet, you’ll get a helpful PDF Instruction Book that lets you:
Quickly locate what you need without watching the video tutorials.
Keep a copy on your device for offline access.
Print it out and jot down your own notes if needed.
Excellent Instructions
"Can not thank you enough for this spreadsheet and the tutorial. I appreciate you so!"
AXELLE - YouTube Comment
Best Spreadsheet Available
"This is the best spreadsheet available. You made it so easy to change the Category Names."
BRAD - YouTube Comment
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