Bookkeeping Spreadsheet Template for MS Works Spreadsheet.

Discussion in 'Business Operations' started by tyler_mott85, Jun 11, 2010.

  1. tyler_mott85

    tyler_mott85 LawnSite Senior Member
    Messages: 582

    Anyone use a simple spreadsheet for their bookkeeping? I am not to the point of needing to purchase a software bundle as of now.

    Any templates?

  2. Fvstringpicker

    Fvstringpicker LawnSite Fanatic
    Messages: 7,670

    Do yourself a favor and get quickbooks. You can get the simple version for less than $100.
  3. Roger

    Roger LawnSite Fanatic
    Messages: 5,943

    Agree with Fvstringpicker.

    Your question is not uncommon, especially the threads about "Software to create invoices." Why would you want to develop a spreadsheet for "bookkeeping," and then move to a financial management package? Somewhere, you need to manage your income and expenses, record receipt of payments, prepare bank deposits, etc. Why would you do a spreadsheet separately, and have to enter data twice? The same question applies to those wanting software to create invoices.

    I have asked the same question of those with the invoice questions, but nobody answers about entering the data twice. Why try to save time with one task, yet spend more time on double data management? The procedure makes no sense to me. Part of being a business owner is to manage the data associated with your business responsibly.

    Get QB Pro, learn it, and learn to manage the financial end of your business well. I've never met a successful business owner who has NOT managed finances well, but I've seen many unsuccessful ones who did not take care with their financial information.
  4. WheatBookkeeping

    WheatBookkeeping LawnSite Member
    Messages: 108

    You’ll outgrow a simple spread sheet system very quickly. My advice is to start right out with the low-end version of Quick Books.

    The “simple” spreadsheet that you are likely to find
    • will not have good reporting capabilities
    • will not have adequate backup/restore functionality
    • won’t come with helps and explanations
    • won’t warn you if you are about to input an error
    • Will not come with update support
    If you occasionally use an accountant or tax guy, they’ll have a seizure.

    To a third party, your books are a window on how well your business is conducted. The lenders or vendors who judge your operation in terms of advancing credit may look unsympathetically toward your company because of an untidy spread sheet system fraught with inaccuracies.

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