Bookkeeping Forms for small business are an excellent tool for various tasks in your accounting. We have produced some useful forms that can help with petty cash, cash receipts, journal entry, sales invoice, a new client and cash book.
Each one can be printed in Microsoft Word or Excel and then completed by hand. They are useful to some people who do not have access to a computer at all times or prefer to complete their bookkeeping using a manual system.
We also have lots of Excel bookkeeping templates which are free to download and use.
If you cannot find the form that you are looking for, please get in touch, and we may be able to produce one or point you in the right direction.
All our forms are easy to use, free to download and suitable for business or personal use. Some of the links will start the download of the form others will take you to a page with further information and a download link. By clicking on the links, you agree to our licence agreement.
Bookkeeping Journal Form
When completing your accounts, journals are required to move figures from one account to another.
There are many reasons why an accounting journal is required. It includes recording depreciation, posting to the wrong nominal account, accruals, prepayments, adjustments, bad debts and more. An easy way to check the accounts is by producing a trial balance.
Below is an example of your journal accounting form.
Cash Receipts Form
If as a business, you make cash sales the best way to have a record of the transaction is to complete a cash receipt. You may make sales by cash for a few different reasons, including selling at a show and the customer only uses cash.
Do you travel for business? It is important to keep records of each journey. Our mileage log form will enable you to record each journey, with description and amount of miles. If you are VAT registered, the VAT element will calculate automatically.
You might also find our business expenses template useful to record both mileage and other expenses.
New Client Customer Form
If you have a new client or customer, you may want to keep a record of their contact details on a form. The information to include is contact, address, website, email, phone number, accounts contact, payment terms, credit amount and internal salesperson. There is space to add your business logo to the top.
Bookkeeping Forms – Petty Cash Log
The petty cash log can record the income and expenditure of the petty cash over a period. Complete the form either by hand or use Excel. After completing the log, the balance of the petty cash should equal the balance of the log sheet. If there is a difference check the figures for any errors.
Petty Cash Voucher
If you are running a petty cash system, then it is useful to get a petty cash voucher completed as a record of the income or expenses for the money.
Most businesses use petty cash to purchase sundry items. The voucher has space for date, description, amount and signatures.
A Sales invoice is required if you sell to a customer; some details are needed on an invoice. We have produced a simple template to send to the customer.
Bookkeeping Forms – Sales Receipt
Our Microsoft Word receipt document is great to use to provide customers with a cash receipt. The can be used in a shop or at a fair or event.
Bookkeeping forms are suitable for all sorts of accounting tasks for your business. If you can’t find a form you are after look at producing one yourself. There are lots of useful guides on YouTube which will help you design the ideal template.
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