Bookkeeping Excel Template

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Bookkeeping Excel Template

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Bookkeeping Excel Template

Fully editable. Send, print or download.

Bookkeeping Excel Template

Fully editable. Send, print or download.

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Bookkeeping Excel Template
Bookkeeping Excel Template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

If you have a business that generates cash inflows/outflows (income and expenses) you should definitely consider a decent way to manage your accounts. There are many accounting software options that are available on the web. However, most of these are often expensive and quite complex, especially for small businesses that don't require extensive features and customization.

This article will inform you about excel templates and how to leverage them to meet your accounting needs. We'll discuss a variety of topics on the matter so you can gain a better understanding of your business. We'll answer the following questions.

  • What exactly is an Excel bookkeeping template?
  • Can Excel be optimized for bookkeeping?
  • How to create an accounting system in Excel?
  • What are some reasons to use Excel for bookkeeping?
  • How would a sample bookkeeping template look in Excel?
  • What are some pros and cons of Excel bookkeeping templates?
  • What is a great place to find Excel bookkeeping templates for my needs?

What is an Excel bookkeeping template?

Microsoft Excel is an incredibly versatile tool used to solve various business problems. From providing a convenient way to store information to help manage employee information. MS Excel also has the ability to create accounting templates for bookkeeping.

An Excel accounting template is a pre-designed Excel spreadsheet created to help individuals and businesses organize their financial information. It contains various built-in formulas, charts, and tables. These automate financial calculations and streamline the accounting process.

Accounting templates can be customized to suit the user's specific needs. These include tracking income and expenses, managing invoices and payments, or preparing financial statements. This versatility means that a company can save time. Also, it enables firms to quicken the processes by choosing a template that suits their business needs.

Small businesses, freelancers, or individuals can use Excel accounting templates to manage their financial records. The templates are easy to use and can be modified to reflect the unique requirements of each user.

Some templates come with pre-defined categories, while others allow the user to create their own categories. Categories should obviously differ between small businesses and large businesses. Furthermore, service-providing firms have different bookkeeping considerations than product firms.

An accounting template typically contains several sheets, including a balance sheet, income statement, and cash flow statement. The balance sheet summarizes a business's assets, liabilities, and equity at a given time.

The income statement shows the revenue and expenses of the business over a specified period. The cash flow statement tracks the inflow and outflow of cash over a period, providing insight into a company's liquidity.

Other features of an accounting template may include a general ledger, accounts receivable and payable, and inventory management. These features help users to keep track of transactions, manage customer and vendor accounts, and monitor inventory levels.

Is Excel good for bookkeeping?

Excel can be a useful tool for bookkeeping. This is especially so for small businesses or individuals with basic accounting needs. Excel is readily available and easy to use. It can also be customized to suit the unique requirements of each user.

It also provides flexibility in terms of data entry and analysis, allowing users to organize and analyze financial data in a way that works best for them. Excel also allows users to create charts and graphs to visualize financial data. This makes it easier to interpret and analyze data.

Moreover, Excel can help users to track income and expenses, manage invoices and payments, and create financial statements. It has built-in formulas and functions to automate calculations, saving time and reducing errors. However, one of the key things excel lacks is the ability to automate expense tracking. keep this thought in mind as you continue to read on.

Should I switch from Excel to bookkeeping software?

HAs the size and complexity of a business's financial data increase, Excel may become less effective as a bookkeeping tool. Manual data entry can be time-consuming. Moreover, as data grows, it becomes harder to maintain data integrity.

Additionally, Excel does not have the advanced features of specialized accounting software. For example, it lacks automated bank feeds and integrations with other financial systems. For larger firms, such requirements are necessary as they must engage several clients and perform many transactions simultaneously.

Accounting software, on the other hand, is designed specifically for bookkeeping and provides more advanced features than Excel. It automates much of the data entry and processing, reducing the risk of errors and ensuring accuracy.

Accounting software also has more robust reporting capabilities and can generate financial statements quickly and easily. That's because Excel, by design, is extremely versatile. In addition, accounting software is optimized for bookkeeping processes only.

Ultimately, while Excel can be a useful tool for bookkeeping, it has its limitations. Accounting software is a better option for businesses with more complex financial data. In addition, accounting software provides more advanced features and automation, reducing the risk of errors and improving the accuracy and efficiency of financial management.

Creating an accounting system in Excel step-by-step

Creating an accounting system in Excel is quite a straightforward process. All you have to do is follow the steps below, and you're good to go.

1. Set up a chart of accounts

A list of all the accounts that are used to record financial transactions is called a chart of accounts. Create a new worksheet in Excel and list all the accounts you will use to track your financial transactions. These can include cash, accounts receivable, accounts payable, and expenses. Be sure to include the factors that are relevant to your needs.

2. Create a journal entry template

A journal entry is the first step in recording financial transactions. Create a journal entry template that includes fields for the date, account name, transaction type (debit or credit), and amount. You can also include additional fields to provide more detail about the transaction. Finally, add the details to the columns. You can also add drop-down lists to make it more efficient.

3. Record transactions

Use the journal entry template to record all financial transactions. Enter the date, account name, transaction type, and amount for each transaction. Then, use formulas to calculate the totals for each account automatically. The formulas should be in place before you start recording data to help you save time for data analysis. This list can be useful for any bookkeeper.

4. Create a trial balance

A trial balance is a list of all the accounts and their balances. First, create a trial balance by listing all the accounts and their balances. Then, use Excel formulas to calculate the total debits and credits automatically. A trial balance is essential to developing financial statements for your business.

5. Prepare financial statements

Financial statements summarize the financial activity of a business over a specific period. First, use the trial balance to create financial statements, including income and balance sheets. Then, use Excel formulas to calculate the totals for each statement automatically. This will bring you the information you would need to conduct an analysis.

6. Analyze financial data

Once you have recorded and summarized your financial data, you can use Excel to analyze the data. Use Excel charts and graphs to visualize the financial data and identify trends or areas that require attention.

7. Keep practicing

By following the above steps, you can create an accounting system that tracks your financial transactions and summarizes your financial data. It may also provide insight into the financial situation of your business. Keep practicing and making templates for different departments and goals. You'll master it in no time.

Why use an Excel template for bookkeeping?

There are several reasons why using an Excel template for accounting can be a great initial decision for your businesses:

1. Excel offers a great deal of customization to suit a variety of needs

Excel template for accounting is that it can be customized to suit the specific needs of your business. This is a major reason why so many businesses and individuals continue using it. For example, you can create a template that includes all the accounts and categories that are relevant to your business, as well as any other fields or formulas that you require.

2. Excel is comparatively much more cost-effective than most alternatives

Excel templates for accounting are typically more cost-effective than using dedicated accounting software. Moreover, Excel is widely available, and most businesses already have access to it, so there are no additional costs for software licenses or upgrades.

3. Excel is quite easy to use

Excel is a user-friendly tool that is easy to use and navigate. Even if you're not trained in accounting, you can learn how to use it and prepare your own financial statements. In addition, excel templates provide a clear and organized framework for entering financial data, which can help to reduce errors and ensure accuracy.

4. Excel provides a lot of flexibility

You can easily modify and update Excel templates to reflect changes in your business. For example, if you add a new account or category, you can simply update the template to include this information. This flexibility allows businesses to adapt to changing financial circumstances and maintain accurate records.

5. Excel is compatible with a variety of devices and systems

Excel is a widely used tool. This means that it is compatible with many other software applications. This makes it easy to import and export financial data from other systems, such as banking or tax preparation software.

6. Excel is advantageous in analysis and reporting

Excel templates can help generate reports and perform financial analyses with great efficiency. In addition, Excel's powerful charting and graphing tools allow you to visualize financial data and identify areas that require attention.

However, it's important to note that Excel templates have their limitations and are not a substitute for dedicated accounting software in more complex or larger businesses that require more robust features such as audit trails, user permissions, and automated financial statements.

Some examples of Excel bookkeeping templates

Excel is used all over the world in various industries. As such, there are different templates for different requirements. For example, excel has virtually any bookkeeping template you would want. These include a general ledger, an income statement, a balance sheet, a cash flow statement, and so much more.

A general ledger template on Excel

You can use Excel to develop a general ledger. It is a simple and cost-effective way to manage their financial records. A general ledger is a record-keeping system that tracks all financial transactions for a business. These include revenue, expenses, assets, liabilities, and equity.

Using Excel as a general ledger, you can create a worksheet with columns for each account and corresponding debit and credit columns. Each financial transaction is recorded in the worksheet, and the amount is entered in the appropriate debit or credit column.

Excel's formula capabilities can automatically calculate account balances, total debits and credits, and other financial metrics. In addition, conditional formatting and data validation options can help ensure that the data entered into the worksheet is accurate and consistent.

An income statement template in Excel

Small businesses and individuals can use Excel to prepare income statements. It provides a simple way to track their revenue and expenses. An income statement is a financial statement that depicts a company's revenues and expenses over a particular time period.

You can use a standard format to create an income statement in Excel. It should include separate columns for revenue, cost of goods sold, gross profit, operating expenses, and net profit. Each revenue and expense item is listed under the appropriate column, with the corresponding amount entered in the adjacent cell.

Excel can automatically calculate subtotals and totals for each column. From there, you can calculate gross, operating, and net profits. In addition, conditional formatting can help highlight negative numbers or other key information in the income statement.

A balance sheet template in Excel

Excel is a powerful tool that can create balance sheets for businesses requiring speed and efficiency. A balance sheet is a financial statement that displays a company's financial position at a particular point in time. It lists a company's assets, liabilities, and equity.

To create a balance sheet in Excel, the first step is to organize the data. Assets should be listed on the left side of the sheet. In contrast, liabilities and equity should be listed on the right side. The total assets should always equal the total liabilities and equity.

Calculate the totals for each section of the balance sheet with Excel formulas. Furthermore, they can also calculate ratios such as the debt-to-equity ratio or the current ratio.

It is important to ensure that the balance sheet is accurate and up-to-date, as it is a crucial tool for evaluating a company's financial health. Regularly updating and reviewing the balance sheet can help identify potential financial issues and allow for informed decision-making.

Excel also provides the ability to create graphs and charts from the balance sheet data, making it easier to visualize and analyze financial information. Using Excel as a balance sheet can provide a simple and effective way to track a company's financial position.

A cash flow statement template in Excel

Excel can be a valuable tool for creating and analyzing cash flow statements. These financial statements show the inflows and outflows of cash for a company over a specific period. A cash flow statement is divided into three sections: operating activities, investing activities, and financing activities.

The operating activities section includes cash inflows and outflows. These are generally related to the company's core business operations, such as revenue and expenses.

The investing activities section includes cash inflows and outflows. They are related to the company's investments, such as buying or selling property, plant, and equipment.

The financing activities section includes cash inflows and outflows. These are related to the company's financing, such as issuing or repaying debt or paying dividends to shareholders.

Excel formulas can calculate the net cash flow for each section and the overall net cash flow for the period. In addition, these formulas can also calculate important metrics such as free cash flow and cash conversion cycle.

Creating a cash flow statement in Excel can provide a clear and concise understanding of a company's cash flow over time. This information can identify potential financial issues and make informed decisions about future investments and financing activities.

Pros and cons of using Excel bookkeeping templates

Excel, while a convenient and versatile tool, is not perfect. While it opens many doors for small businesses to manage their books, the limitations might hold others down. Here are some pros and cons of using Excel accounting templates so you can make up your own mind.

The pros of excel bookkeeping templates

Using Excel accounting templates can provide many advantages for businesses of all sizes. Here are some of the pros of using Excel accounting templates:

1. Efficiency

By automating many routine accounting tasks, Excel accounting templates can save time and increase efficiency. For example, with pre-built templates, businesses can easily track expenses, generate invoices, and manage financial records without having to input data each time manually.

2. Cost-effectiveness

Excel accounting templates are often more cost-effective than accounting software or hiring an accountant. In addition, templates are typically available for free or at a low cost, making them a great option for small businesses with limited budgets.

3. Customizability

Excel accounting templates are customized to meet the specific needs of a business. For example, templates are modified to track specific expenses or create reports tailored to a business's unique financial situation.

4. Accessibility

Excel is a widely-used program that is accessible to many people. Templates can be easily shared among team members or with clients, making collaborating and sharing financial information easier.

5. Accuracy

Excel accounting templates can help reduce errors and improve accuracy in financial record-keeping. Templates can be set up to automatically calculate totals and generate reports, reducing the risk of human error.

6. Scalability

Excel accounting templates can grow with a business, providing flexibility as the business expands. In addition, templates are easily modified or replaced as the needs of the business change over time.

7. Versatility

Excel accounting templates are used for a variety of accounting tasks, including budgeting, forecasting, and financial analysis. This versatility makes them a valuable tool for businesses of all sizes and industries.

The cons of Excel bookkeeping templates

While there are many benefits to using Excel accounting templates, there are also some potential drawbacks to consider. Here are some of the cons of using Excel accounting templates:

1. Limited features

While Excel accounting templates can be customized to some extent, they have limited features compared to dedicated accounting software. This may make it difficult to perform complex accounting tasks or generate detailed financial reports.

2. Susceptible to errors

While Excel accounting templates can reduce the risk of human error, they are still susceptible to problems. For example, suppose data is entered incorrectly, or formulas are not set up correctly. In that case, the result will likely be wrong as well. This can lead to inaccurate financial records and potential legal or financial issues.

3. Security risks

Excel accounting templates can pose security risks. For example, a business can face significant damage if sensitive financial data is stored on an unsecured computer or shared with unauthorized individuals. This can lead to data breaches or theft of financial information.

4. Potential obsolescence

Companies can become so complex that Excel's functions simply aren't viable for them anymore. Eventually, Excel may not be relevant for larger businesses. As the business grows, it may need to switch to more sophisticated accounting software.

5. Dependency on Excel

Businesses can become overly reliant on Excel if they have been using it for a very long time. In addition, it may limit the business's ability to switch to other accounting software. Furthermore, it can pressure the accounting department more as they rely on older tools and systems to analyze recent data.

6. Lack of support

Unlike dedicated accounting software, Excel accounting templates may not come with technical support or customer service. This can make troubleshooting issues difficult or getting help if something goes wrong.

7. Limited collaboration

Excel accounting templates can be shared among team members easily. However, they may not facilitate collaboration as much. Dedicated accounting software can have potential for teamwork, however. This can make it difficult to work on accounting tasks as a team on Excel.

Consider this sample below to give you a brief idea of what you'll see. Accounting templates in Excel will generally follow a similar look and approach.


In conclusion, using Excel accounting templates can provide several benefits for businesses looking to streamline their financial record-keeping. These templates can help save time, increase efficiency, reduce errors, and provide customizable financial reporting.

However, businesses should also be aware of some potential limitations and drawbacks. For example, limited features, susceptibility to errors, and security risks. These can make the company suffer in the long run, hindering growth.

Despite these potential drawbacks, Excel accounting templates can be a cost-effective and accessible option for small businesses with limited budgets. In addition, you can share these templates among team members or with clients. This will make collaborating and sharing financial information easier.

Whether using Excel accounting templates or dedicated accounting software, businesses need to maintain accurate and up-to-date financial records. Doing so can help businesses make informed decisions about their finances, plan for the future, and avoid potential legal or financial issues.

If you want the best leap forward for your business, then Bonsai can help. They provide tailor-made accounting and bookkeeping templates to start you off on the right path. Signup for a free 7-day trial and gain access to all of Bonsai's accounting practice management software.

Frequently Asked Questions
Questions about this template.

What is a bookkeeping excel template?

A bookkeeping excel template is simply a CSV or XLS spreadsheet used to categorize expenses and track financial metrics of a business. Using a template can help you save time and money.

How do I create a bookkeeping spreadsheet in Excel?

First, determine your bookkeeping needs and let that guide you towards the type of bookkeeping sheet you need. Bonsai has the sheets you need to scale your business.

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Bookkeeping Excel Template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.