Bookkeeping Spreadsheet – Excel Template

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Bookkeeping Spreadsheet – Excel Template

For smaller type businesses sometimes a computer based accounting system is just over the top. We spoke recently about a very simple invoicing software package that may suit small businesses who just want to issue quotes and invoices but you may be in a smaller business who wants a bit more detail about how your business is getting on.

The basic bookkeeping spreadsheets (which can be downloaded at the bottom of this post or from the Toolbox) are designed to be easy to use. Hopefully they may also save you a few quid with your accountant :)

These bookkeeping templates are relevant to smaller type businesses that are either sole traders or partnerships. They may also be suitable for smaller limited companies. You also have options of whether to download the VAT or Non-VAT spreadsheet depending on whether you bhttp://www.scottishbusinessblog.co.uk/wp-admin/post-new.phpusiness is VAT registered or not.

Just to say as well that these are just templates that you can change to make them better suit your business.

Download Bookkeeping Spreadsheet (incl. VAT) [Excel Format]

Download Bookkeeping Spreadsheet (No VAT) [Excel Format]

If you use the above spreadsheets and you have found them useful please feel free to leave your comments below :)

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This post was written by:

- who has written 48 posts on Start a business in Scotland with StartUp Scotland.

Barry is the founder of both Scottish Business Blog and Scottish Business Forums. Both sites are focussed on providing resources and advice to small businesses across Scotland

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  • http://www.griffith-elder.com David Elder

    The spread sheet is very useful for my subsidiary in China. Very easy to use and understand.

    I am trying to find out how to change the headings in the drop down boxes now. I already made the date field in col A come in automatically when you type the name into col B. I will also make col B a drop down box, and have a list on another page of all my suppliers. (when I find out how to do it!)

  • http://www.idmjoinery.co.uk Laura

    very helpful thank you!

  • http://www.edit-ability.com Tiffany

    This is a great spreadsheet template guys. Very helpful indeed. Thanks for putting this out there!

  • http://www.cherishproductions.co.uk Mark

    Great template! This is just what I’ve been looking for for my wedding video business!

  • Vic

    Thanks for the bookkeeping templates. They follow the KISS principle: Keep It Sweet and Simple.

    I passed the link on to another forum which deals with open source point of sale software. The templates will, probably, be of interest to many small businesses.

  • http://www.retrolenses.co.uk James

    After looking for some help with my accounting for my VERY small business I found and downloaded this spreadsheet.
    It looks to be exactly what I needed and seems clear and easy to follow.
    Thanks for this, I hope it keeps the taxman happy !

  • http://www.comoco.co.uk Mia James

    Brilliant template been looking for something like this for months.
    Thank you

  • Adel

    A fantastic resource, thank you kindly for sharing the template it is very much appreciated.

  • Christy

    Awesome, thanks, it’s great for me, a newbie to bookkeeping and looking after my husbands mess ;-)

  • PJ White

    Just a quick, but very heartfelt, thank-you for creating and sharing the bookkeeping spreadsheet. We searched for ages for the right package for our partnership business. Most are overengineered, clunky, non-intuitive. Your template does precisely the job, neatly and understandably. We’re even having fun customising it. Many, many thanks.

  • http://www.facebook.com/Netodex Andy Brocklehurst

    Thank you so much for sharing this. Really saved me a lot of time. Much appreciated.

  • http://polishingpeanuts.com/ Ian

    If anyone out there wants to make millions then produce an accounting package similar to this one aimed at sole traders!

    I just spent hours looking for a simple program to handle my handyman business accounts comprising a few invoices, a few purchases and some regular expenses. Every one that I downloaded was massive and could handle the figures for a global company employing thousands. Would take ages to learn and then there is the ever present risk of screwing up and losing data for a noob.

    Huge overkill for me.

    So, thanks guys for getting me started with this nice template!
    Appreciate you making the effort.
    Cheers
    Ian

  • Matari Clarke

    This is excellent a really good spread sheet well done.

  • Benitosutton

    Hi guys – just wanted to say great site, lots of help, really appreciated.

    Cheers,
    Ben

    http://www.excelconsultant.net

  • Christopher

    Very cool, great website, friend sent the link. I will be back.

    Christopher

  • Christine Myers

    Hi
    Thanks for this template. Just about to start up and its a bit of a minefield but this is simple to follow and easy to use.
    Again many thanks

  • Aoife

    Hi there, just wondering if you were able to edit the names of the catefgories on the right in the spreadsheet? I don’t know how to edit them in the “expense detail” drop down menu. Any help much appreciated!

  • nipflicker

    hi mate just figured it out, if you select the drop down box you want to edit and then select the data tab on the top menu. then go to data validation. it will show a menu with the source location eg: =$F$514:$F$554 this means cells F514 – F554 hold the listed items. so if you want to add one more just change the end of it to F$555 and exit. then on you sheet top left corner where it shows what number cell you are looking at eg A1. type in that box F555 as this is the box you want to add the value to. then in the fx box next to it write the new label you want to add to the list and vola! if you want to add more just increase the number and change as above. hope this helps

  • nipflicker

    hi mate just figured it out, if you select the drop down box you want to edit and then select the data tab on the top menu. then go to data validation. it will show a menu with the source location eg: =$F$514:$F$554 this means cells F514 – F554 hold the listed items. so if you want to add one more just change the end of it to F$555 and exit. then on you sheet top left corner where it shows what number cell you are looking at eg A1. type in that box F555 as this is the box you want to add the value to. then in the fx box next to it write the new label you want to add to the list and vola! if you want to add more just increase the number and change as above. hope this helps

  • nipflicker

    hi mate just figured it out, if you select the drop down box you want to edit and then select the data tab on the top menu. then go to data validation. it will show a menu with the source location eg: =$F$514:$F$554 this means cells F514 – F554 hold the listed items. so if you want to add one more just change the end of it to F$555 and exit. then on you sheet top left corner where it shows what number cell you are looking at eg A1. type in that box F555 as this is the box you want to add the value to. then in the fx box next to it write the new label you want to add to the list and vola! if you want to add more just increase the number and change as above. hope this helps

  • Lynd43

    Thank you for your free download bookkeeping it helps me a lot

  • Lauracullen108

    My question is after you add the new label how do i get it to show up in the summary with the amount

  • Giselatrejo1988

    Hi i did this but my question is how do i get it to show in the summary since its not doing it could you please let me know

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