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Excel accounting templates: 9 spreadsheets for small business, self-employed & freelancer

Excel accounting
templates: 9 important sheets for your business

Stay on top of your business finances and organize your records better with the free and easy-to-use excel accounting templates. Great bookkeeping templates for self-employed, freelancers, and all types of small business.  Now, you can download the free bookkeeping spreadsheets and modify for your business needs. 

Choose from our library of bookkeeping spreadsheets

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Profit and loss statement template

For business owners, knowing whether a business is making profits or not is vital for growing the business. Thus, the way to do this is to create a profit & loss statement, which can use to generate your monthly financial report.

The profit & loss statement shows your revenue/income and expenses and tells you how profitable your business has been over a designated period. It also breaks down your revenue and expenses in detail, so you know exactly how you make and how you spend.

Vencru offers a free profit & loss statement template for self-employed, small business, freelancer, and any business. Download, fill, and determine your net income today using this simple excel accounting template

Profit and Loss template
  • Benefits of profit and loss template
  • Manually generate statement reports
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
income statement generator by Vencru
  • Benefits of Vencru's bookkeeping app for tracking your profit and loss statement
  • Automatically generate your profit and loss statement
  • Track your business transactions all in one place
  • Prevents human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Excel cash book template

The excel cash book template tracks your daily and monthly transactions (income and expenses) to control your profits or loss. Cash Book is just like a ledger account because it includes your cash and bank transactions.

To make the most of the cash book template, update your business transactions daily to avoid missing details or spending hours updating your cash book later. You can consider the income statement and balance sheet statement template to provide a comprehensive view of your business. It is easy to edit and modify to suit your business needs

excel cash book template by Vencru
  • Benefits of excel cash book template
  • Manually generate statement reports
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
Cashbook app by Vencru
  • Benefit of Vencru's bookkeeping app for your cashbook review
  • Automatically generate your cash book report
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Income statement template

Wondering what is the difference between income statement and profit and loss statement? It is the same thing! The income statement template provides valuable insights into your business operations. it tracks your monthly revenue and expenses and provides a summary of your net income (or net loss).

The major goal of your business is to make profits, and ensure you are trending upwards. Thus, to make the most out of the income statement template, learn more about the accrual accounting on our blog for business and marketing resources

income statement template by Vencru
  • Benefits of income statement template
  • Manually generate statement reports
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
income statement generator by Vencru
  • Benefit of Vencru's bookkeeping app for generating your income statement
  • Automatically generate your income statement
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

General ledger template

Having a clear picture of where everything fits is important when it comes to your business. That’s what a general ledger does, giving you a complete understanding of your finances so you can make more informed decisions going forward. 

A general ledger is the master accounting report of every business. It brings together your assets, liabilities, income, expenses, and everything else that tells you where your business currently stands. 

Download your free general ledger template to get a holistic view of your business and see the bigger picture faster. Get important easy-to-use bookkeeping spreadsheets for your business

free general ledger template
  • Benefits of general ledger statement template
  • Manually generate statement reports
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
Cashbook app by Vencru
  • Benefit of Vencru's bookkeeping app for generating your general ledger
  • Automatically generate your general ledger
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Balance sheet template​

Having a comprehensive view of your business capital structure is important. The balance sheet templates provides a snapshot view of your business’s assets, liabilities and shareholders’ equity. This template helps you review what your company owns (assets) and what it owes (liabilities), including the shareholders’s invested amount. The balance sheet template allows you calculate your business rates of return and evaluate the capital structure. 

The balance sheet template can be used with the other bookkeeping spreadsheets such as the income statement to perform a comprehensive analysis of your business finances. These accounting templates are also available in excel and google sheets.

balance sheet template spreadsheet
  • Benefits of balance sheet statement template
  • Manually generate statement reports
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
double entry accounting app
  • Benefit of Vencru's bookkeeping app for generating your balance sheet
  • Automatically generate your balance sheet (in excel and PDF)
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Sales invoice template

While doing business, you’re trying to please your customer and give them the best service possible. But it’s not easy to pay attention while filling papers and managing your finances. So let’s help you get some weight off your shoulders.

With the free sales invoice template, you can now create, customize and send out professional invoices quicker than before. Get a sales invoice template right now and see for yourself. Or you can also generate invoices online using the free invoice generator or the Vencru invoicing app

sales invoice template
  • Benefits of the invoice template
  • Manually generate invoices
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Missing link to past issued invoices to provide total sales history and value
free accounting software for small business
  • Benefit of Vencru's bookkeeping app with invoices and receipts
  • Send invoices in 1 min
  • Track your business transactions all in one place
  • Get your business reports (e.g., Income statement) with customized insights
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Expense report template

As a business owner, tracking your spending is an essential part of your overall business. You need to know what every penny is being spent on, and you need to be sure that you’re not spending more than necessary.

An expense report is used to keep a detailed record of your business spending. It shows the nature of an expense, the amount spent, and any other important information. It’s also used if you make any expenses while completing a service for your client.

Get your free expense report templates that make expense tracking easier and better prepare you for taxes. Download a free template today and gain more control over your spending.

free expense report template by Vencru
  • Benefits of the expense report template
  • Manually track your expenses
  • Includes formulas to make statement generation easier
  • Modify for your business needs
Cashbook app by Vencru
  • Benefit of Vencru's bookkeeping app for tracking your expenses
  • Automatically generate your expense report
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Accounts receivable template

You need to know how much you are being owed so you can maintain a healthy cash flow for your business. The accounts receivables template track the amount of payment not received for products delivered or services provided to your customers.

With the accounts receivable template, you can track the:

  • The total invoice value and the amount due for each invoice
  • The name of the company/customer associated with the owed invoice 
  • Invoice due date and the days since the invoice was due
  • Benefits of accounts receivable template
  • Manually generate accounts receivable report
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
  • Benefit of Vencru's bookkeeping app for generating your accounts receivable
  • Automatically generate your accounts receivable
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

Billing statement template

Whether you sell products or offer services, you need a way to show your clients how they interact with your business. Also, your clients want to be sure that they’re being charged correctly for every product or service they request. That’s where billing statements come in.

A billing statement is issued to your clients to show their activity with your business. It describes the products or services offered, their costs, and the client’s account balance. Also, it helps to settle any issues the client may have with their accounts in your business.

Clear communication between you and your clients keeps them coming back to your business. Download your free billing statement template today and step up your client service at the end of every billing cycle.

  • Benefits of billings statement template
  • Manually generate billings statement for clients
  • Includes formulas to make statement generation easier
  • Modify for your business needs
  • Provides visibility to business activities
  • Benefit of Vencru's bookkeeping app for generating your billings statement
  • Automatically generate your billings statement
  • Track your business transactions all in one place
  • Avoid human error from editing spreadsheets
  • Reduce the stress from managing your bookkeeping

When you run a business, it’s important to know whether you’re making profits, why you are making those profits, and whether your sales, expenses, or profits has been increasing or decreasing over time. You also have to record your finances so that taxes are a breeze for you. That’s why you need these accounting templates to keep your business finance history in one place. Our accounting templates can be customized for every business need. Also, they make bookkeeping fast, simple, and enjoyable by taking away the paperwork most business owners hate. The bookkeeping spreadsheet is available in excel and google sheet

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Vencru is more than spreadsheets, it's your consultant, bookkeeper, and business manager

Vencru reduces the challenges of running a business. Our bookkeeping app automatically tracks your sales, expenses, profits, and inventory. Thus you can manage your business stress-free 

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