Get Small Business Accounts Sheet

Use the columns at the top of the page for the months. Use the left hand column for each expense category. In each cell, enter the amount you spent on that category during that month.

0:11 8:54 Suggested clip How to use Microsoft Excel for small business accounting. - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to use Microsoft Excel for small business accounting. - YouTube

0:11 8:54 Suggested clip How to use Microsoft Excel for small business accounting. - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to use Microsoft Excel for small business accounting. - YouTube

Open a bank account. Track your expenses. Develop a bookkeeping system. Set up a payroll systems. Investigate import tax. Determine how you'll get paid. Establish sales tax procedures. Determine your tax obligations.

Open Excel. ... Add headings for the columns in the top row your income worksheet. ... Format your columns. ... Select your expense worksheet and set it up for recording expense data. ... Format your expenses columns.

Step 1: Start with a bookkeeping Excel sheet template. ... 3 Necessary Parts of an Excel Bookkeeping System. ... Step 2: Customize the chart of accounts within your template. ... Step 3: Customize the income statement sheet. ... Add a sheet for tracking invoices. ... Add a sheet for projecting cash flow.

Data entry and storage. At its most basic level, Excel is an excellent tool for both data entry and storage. ... Collection and Verification of Business Data. ... Administrative and managerial duties. ... Accounting and budgeting. ... Data Analysis. ... Reporting + Visualizations. ... Forecasting.

For each expense, enter the date and description. Use the dropdown menus to select payment type and category for each expense. For each expense, enter the total cost. Attach all necessary receipts to the document. Submit for review and approval!

Open Microsoft Excel 2010 and start a new workbook by choosing "File" and "New." In the "Available Templates" section, choose "Blank Workbook" to begin. Decide how many worksheets you want to use for your accounts. ... Create headings for each data item you plan to record in your worksheets.

Open your income and expenses Excel worksheet. Select an empty cell beneath the last item in your "income" column. Type "Total Income" in this cell, then press the "Enter" key. Select the cell directly beneath the "Total Income" label. Type "=SUM(" into this empty cell.