Excel Accounting Templates can be an important part of a business in creating records for transactions. Thay can help save time and money, the cash book template can save having to pay out for an expensive software package.
The table below shows a list of all our free Excel accounting templates that we have developed. There is a brief description for each one and a link.
All our templates have been designed in-house for business or personal use and can all be downloaded free of charge.
If you can't find the template you are looking for get in touch and we may be able to add it for you.
|Balance Sheet||This is a simple balance sheet for recording all assets and liablities.
It is not suitable for use at Companies House, an accountant will need to complete it for you.
|Bank Reconciliation||As a small business, if you have lots of transactions going through your bank, you may need to complete a bank reconciliation.
When you receive your bank statement, compare the income and expenditure. Any differences will need to be recorded in the reconcilation. It can be made up of cheques or payments which are not cleared
|Cash Book||An alternative to using expensive accounting software for a small business is to use a Excel Cash book template.
The template has been design for ease of use and helps to reduce errors. A total page is available which shows the profit and loss for the whole year.
|Cash Receipts||If you get paid lots of cash, our cash receipts template will allow you to list all the items they have purchased and amounts. This is useful for both the customer and the accounting records.
If more than one copy is required, use a carbon sheet in between which will duplicate the information.
|Business Expenses||Our template will help keeping a record of all the business expenses.
There are two different version VAT and non-VAT.
|Petty Cash Voucher||Running a business may require the use of cash to purchase sundry items, as it can be more convienent than writing cheques or issuing payment cards to staff. Our voucher will help keep track of small purchases.|
|Petty Cash Template||Our free petty cash template will help the business to keep a record of all the cash transactions.
The total figures can then be posted to the main accounts software.
|Sales Invoice||Branding your business is important and using a sales invoice will help.
Our Invoice allows for a logo to be added and will calculate figures once they are entered. Two different versions are availble for VAT and non-VAT.
|Stock Control Record||If you hold stock, then using a simple control record may be enough for your business.
The stock control card allows you to record supplier details, locations, lead time, reorder levels, quantity in and out and will keep a balance.
There are many websites which offer free bookkeeping downloads for Microsoft Excel templates, or you could design your own. There are many different templates to assist you in your accounting records including; balance sheet, forecasting, cash flow, sales invoices and petty cash.
Instead of limiting yourself to using Microsoft Excel, most businesses will benefit from having a fully developed software package. Traditionally, these have been expensive and difficult to use but over the past few years, the software has become cheaper and more intuitive.
Cloud accounting software is also becoming very popular as it allows people to access the accounts from anywhere. There are a few advantages over purchasing a product.
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