In this ultimate Google Sheets Bookkeeping tutorial, I briefly share all the tools and features in my new Google Sheets Bookkeeping template designed for small businesses.
Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜
https://www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
✅ Discount code SHEETIFY10X for 10% off!
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate Google Sheets seamlessly with your favorite Google Apps. No subscriptions, no fees, no monthly plan… Lifetime value with only one payment.
Shifting back to a Spreadsheet that many small business owners know and love.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory, and accounting needs.
✅ Watch our Sheetify CRM overview here:
https://youtu.be/wZyRHq4HUoY (English)
https://youtu.be/qnFL4LfY4A8?si=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
https://youtu.be/YXee_JlN4As (English)
https://youtu.be/vTUQXwUaMP4?si=hM-tELmRdEm33IKl (Español)
This functional Google Sheets template is for all Google Users (works with both the free and paid Google Workspace accounts).
â–º What features does Sheetify Bookkeeping offer?
– Manage Income (Manage income transactions).
– Manage Expenses (Manage expense transactions).
– Manage tasks (Manage tasks inside Sheetify or with the Google Task App).
– Add new records (No more scrolling down your sheet to the last entry).
– Scroll down (Quickly navigate to the last entry).
– Invoice Generator (Generate customer invoices in just a few clicks).
– Monthly Dashboard: Analyze monthly business performance.
– Annual Dashboard: Analyze annual business performance.
– 5-Year Dashboard: Analyze business performance for 5 years.
– Custom Dashboard: Analyze business performance between custom dates.
– Comparison Dashboard: Compare business performance between dates.
– Sales Tax Dashboard: Analyze business tax and fees.
– Balance Sheet: Analyze your balance sheet.
â–º Today we navigate through the below chapters for this Google Sheets Bookkeeping tutorial for beginners:
0:00 Intro
00:42 Getting Started with Sheetify Bookkeeping
01:50 How to set up Google Sheets Bookkeeping
02:54 Quick start guide
03:17 Bookkeeping settings
05:03 Manage income in Google Sheets
06:34 Manage expenses in Google Sheets
07:11 Monthly dashboard
07:55 Annual dashboard
08:31 5-year dashboard
08:54 Custom dashboard
09:12 Comparison dashboard
09:29 Sales tax
09:41 Balance sheet
10:06 Sending reports
11:06 Bookkeeping tasks
11:58 Taskify
13:03 Google Sheets Invoice generator
18:04 Outro
â–º Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if you found this Google Sheets Bookkeeping helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#googlesheets #bookkeeping #sheetifycrm