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Small Business Bookkeeping Spreadsheet | Inventory Tracker, Order Tracker, Profit and Loss (Digital Download)

Price:$8.99

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Highlights

  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

An Excel and Google Sheets bookkeeping spreadsheet that shows your real profit per order and per month. Your orders count your inventory down, platform and payment fees come off each order, and the profit & loss fills itself in, with a quarterly tab showing what to set aside for tax at your own rate.

WHAT BUYERS OF SMALL BUSINESS SPREADSHEETS ASKED FOR — INCLUDED
• A quarterly tax set-aside tab
• No passwords and nothing locked
• No #N/A or broken formulas on empty rows — every tab recalculated and checked before upload
• Inventory linked to orders: sold and in stock update by themselves, red when it is time to reorder
• Fees per order from your own platform percentages

WHAT YOU GET
• Small_Business_Bookkeeping_Blank.xlsx — start here
• Small_Business_Bookkeeping_Example.xlsx — a filled-in candle shop so you can see every tab working
• How_To_Guide.pdf — step by step with pictures
Tabs: Start Here · Profit & Loss · Settings · Inventory · Orders · Money In & Out · Quarterly Tax · Pricing Calculator

HOW IT WORKS
1. Settings: your fee percentages and tax set-aside %
2. Inventory: products, cost, price, stock, reorder level
3. Orders: one row per order — fees, cost of goods and profit calculate
4. Money in & out: supplies, ads, software, wholesale, fairs
5. Read profit per month and the amount to set aside per quarter
6. Pricing calculator: materials + packaging + your time + shipping → the price for your target margin

FORMAT
• .xlsx spreadsheet — opens in Microsoft Excel (desktop, web, Mac), Google Sheets (upload the file to Google Drive and open it with Google Sheets) and LibreOffice Calc.
• Nothing is locked: no sheet passwords, no macros. Light-blue cells are for typing, white cells calculate.
• Instant digital download. No physical item is shipped.

The quarterly tab multiplies your profit by the rate you choose; it does not calculate tax law. Your tax office or accountant knows the rate and dates that apply to you.

Disclosure (Etsy policy): this item was designed by the seller with the help of AI tools.

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Listed on Oct 18, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates