Small Business Bookkeeping

Type what comes in and goes out. Your dashboards, sales tax and year-end numbers fill themselves in. Made for Canada and the US: GST/HST or state sales tax, T2125 or Schedule C lines, km or miles. Works in Google Sheets (free) and Excel 365.

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Google Sheets (free) and Excel 365 · Four themes · Instant download · Works on phone and tablet in the Google Sheets app

WATCH IT WORK

SEE YOUR NUMBERS

• Dashboard: pick the whole year, year to date, a quarter or a month. Income, expenses, profit, profit vs your goal, vs the same months last year, sales tax owing; four charts; every category
• Year by month: every category, every month, totals, averages, profit vs goal
• 5 years: income, expenses and profit each year, every category's trend
• Compare: any months against any months (this quarter vs last, this year vs last)

TYPE HERE

• Transactions: 10,000 rows, sales tax in its own column, receipt tick, account, customer or vendor
• Recurring: subscriptions, rent, insurance, weekly to yearly, counted on their dates
• Mileage: business trips in km or miles, the deduction worked out

TAX

• Sales tax: GST/HST, GST, VAT or sales tax collected and paid, owing for each monthly, quarterly or yearly filing period, due dates, filed ticks
• Year-end tax: every category on its Schedule C (US) and T2125 (Canada) line, mileage, what to set aside
• Find: filter by type, category, account, dates or words