To open an Excel file in Google Sheets, open a spreadsheet in Sheets, click File > Import, select the .xlsx file, choose an import option such as Create new spreadsheet, then click Import. Sheets accepts .xls, .xlsx, .xlsm and .csv files, among others, as long as they are not password protected. ProfitDrawer's spreadsheets arrive as 1 .xlsx file plus 2 setup PDFs, and the included setup PDF walks through this same File > Import route.
Updated October 29, 2026
To copy a Google Sheets file into your own Drive, open the file, click File > Make a copy, type a name, choose the Drive folder to save it in, and click Ok. You can tick Copy comments and suggestions if you want those too. ProfitDrawer's bookkeeping spreadsheets do not rely on a shared copy link: you import the included .xlsx file, so the 12-tab workbook is created directly in your own Google Drive.
Updated October 29, 2026
To add a drop-down list in Google Sheets, select the cells, click Insert > Dropdown (or Data > Data validation > Add rule), then under Criteria choose Dropdown and type the options, or Dropdown from a range to use a list of cells, and click Done. Google lists 4 ways to start one. ProfitDrawer's bookkeeping spreadsheets use dropdowns for income and expense categories, already set up for each trade and renamable on the Settings tab.
Updated October 29, 2026
To freeze the top row in Google Sheets on a computer, open the spreadsheet, click View > Freeze, and choose to freeze 1 row. The header row then stays visible while you scroll down. To undo it, go back to View > Freeze and click No rows. ProfitDrawer's bookkeeping spreadsheets already freeze the header rows on the Income, Expenses and Mileage tabs, so column titles stay in view as you add entries.
Updated October 29, 2026
Use SUMIF with the category column as the range, the category name as the criterion and the amount column as the sum range, for example =SUMIF(C2:C500,"Supplies",D2:D500) in Google Sheets or Excel. It adds every amount in rows 2 to 500 whose category is Supplies. ProfitDrawer's bookkeeping spreadsheets total each category with SUMIFS, the multi-condition version, so one formula can also limit totals to a month.
Updated October 29, 2026
Yes. Google Sheets works offline in the Google Chrome or Microsoft Edge browser once you install the Google Docs Offline extension and turn on Offline in Google Drive settings while connected to the internet; private browsing is not supported. You can also mark a file with File > Make available offline. ProfitDrawer's spreadsheets include 1 Excel .xlsx file as well, which works with no internet connection in a recent version of Excel.
Updated October 29, 2026
To protect cells in Google Sheets, select them, click Data > Protect sheets and ranges, then Add a sheet or range, choose Range or Sheet, click Set permissions, and pick Show a warning when editing this range or Restrict who can edit this range, then Done. Google notes protection should not be used as a security measure. ProfitDrawer's 12-tab bookkeeping spreadsheets lock formula cells in Excel; Google says those locks are not kept when an Excel file is imported, so protect ranges again in Sheets.
Updated October 29, 2026
To download a Google Sheets file as an Excel file, open the spreadsheet on a computer, click File > Download, and choose Excel (.xlsx). The file saves to your computer, and the Sheets original stays in Drive. Google also offers PDF, CSV and ODS downloads. ProfitDrawer's bookkeeping spreadsheets already include the 12-tab Excel .xlsx file, so you only need this step to save an Excel copy of the version you filled in on Google Sheets.
Updated October 29, 2026
Select your invoice rows, click Format > Conditional formatting, set Format cells if to Custom formula is, and enter a rule such as =AND($D2<>"",$D2<TODAY(),$F2<>"Yes"), where column D is the due date and column F says whether it is paid. Pick a fill color and click Done. ProfitDrawer's bookkeeping spreadsheets have an Unpaid Invoices tab that lists up to 40 unpaid invoices and flags them at 30 and 60 days.
Updated October 29, 2026
To add up a column in Google Sheets, click an empty cell below the numbers and type =SUM(B2:B100), using your own column letter and rows, then press Enter. For a quick check without a formula, highlight the cells and read Sum: total in the bottom right of the window. ProfitDrawer's bookkeeping spreadsheets already total every column for you, using SUMIFS to add amounts by month and category.
Updated October 29, 2026
To make a chart in Google Sheets on a computer, select the cells with your data, including the header row, then click Insert > Chart. Sheets picks a chart type; to change it, double-click the chart, open Setup in the chart editor and choose from the Chart type dropdown. Use the Customize tab for titles and legend. ProfitDrawer's 12-tab bookkeeping spreadsheets come with their dashboard charts already built.
Updated October 29, 2026
Open the sheet, click Share, type your accountant's email address, choose Viewer as the role, and click Send. Viewers can see the file but cannot change it. To stop them downloading, printing or copying too, open Settings in the Share window and uncheck Viewers. Sharing a ProfitDrawer bookkeeping spreadsheet this way lets your accountant read the Tax Summary, 1 of its 12 tabs, without touching your formulas.
Updated October 29, 2026
To see the version history of a Google Sheet on a computer, open the spreadsheet and click Last edit at the top right. A panel lists earlier versions with who made the changes; click one to see it, then click Restore this version and Restore to go back to it. You need edit permission to see version history. In a 12-tab ProfitDrawer bookkeeping spreadsheet imported to your Drive, this is a way to undo an accidental change.
Updated October 29, 2026
To change the currency format in Google Sheets, select the cells, click Format > Number > Custom currency, search for or pick the currency you want, and click Apply. To change the default currency for the whole file, click File > Settings, pick your country under Locale, and click Save settings. In a 12-tab ProfitDrawer bookkeeping spreadsheet, the currency symbol is set once on the Settings tab and every label follows it.
Updated October 29, 2026
To add a checkbox in Google Sheets on a computer, select the cells and click Insert > Checkbox. Click a box to tick it. To use your own values, such as Yes and No, select the cells, click Data > Data validation, choose Checkbox under Criteria, click Use custom cell values, enter the values and click Save. ProfitDrawer's 12-tab bookkeeping spreadsheets use Yes or No dropdowns rather than checkboxes for Paid? and Business? columns.
Updated October 29, 2026
To sort data by date in Google Sheets, select the range with every column of your rows, click Data > Sort range > Advanced range sorting options, tick Data has header row if the first row holds titles, pick the date column, choose A to Z to put the earliest dates first or Z to A for newest first, and click Sort. A ProfitDrawer bookkeeping spreadsheet totals each month with SUMIFS date tests across up to 1,000 income rows, so its totals stay the same in any row order.
Updated October 29, 2026
To filter rows in Google Sheets, select the range, click Data > Create a filter, then click the Filter icon in a header cell and use Filter by values (untick the values to hide) or Filter by condition, and click OK. Filters hide rows; they do not delete them. In a ProfitDrawer bookkeeping spreadsheet, the Income tab's Paid? column holds Yes or No, so filtering it to No shows invoices still owed among up to 1,000 income rows.
Updated October 29, 2026
To total amounts between two dates, test the date column twice in SUMIFS: =SUMIFS(D2:D500, A2:A500, ">="&DATE(2026,1,1), A2:A500, "<="&DATE(2026,1,31)) adds column D for January 2026, and a row counts only when every condition matches. ProfitDrawer's bookkeeping spreadsheets build each monthly total the same way, with ">=" and "<=" tests against the month's first and last day plus a Paid? equals Yes test for income (expense totals test Business? equals Yes).
Updated October 29, 2026
To make a pivot table in Google Sheets, select the source data (each column needs a header), click Insert > Pivot table, then in the side panel click Add next to Rows to choose a field such as Category, and Add next to Values to choose the amounts to show. A ProfitDrawer bookkeeping spreadsheet already has a Monthly Summary tab with income, expenses, profit and margin for all 12 months, so a pivot table is optional there.
Updated October 29, 2026
To fit a Google Sheet onto one printed page, select only the cells you need, click File > Print, choose Selected cells, set Orientation to Landscape for wide tables, pick smaller margins under Margins, and click Set custom page breaks to see where pages split and move the lines, since each rectangle prints on its own page. ProfitDrawer's Tax Summary tab is one block of 36 rows and 7 columns, which suits a single page for your accountant.
Updated October 29, 2026
To look up a price from a list, keep items in one column and prices in the next, then use =XLOOKUP("Deep clean", A2:A50, B2:B50) or =VLOOKUP("Deep clean", A2:B50, 2, FALSE) in Google Sheets. VLOOKUP needs the item in the first column of its range, and FALSE forces an exact match; both return #N/A when the item is missing. ProfitDrawer's Expenses tab uses the related INDEX and MATCH pair to fill in each category's Business? setting.
Updated October 29, 2026
To calculate a percentage in a spreadsheet, divide the part by the whole, for example =B2/C2, then format the cell as a percent (in Google Sheets, Format > Number > Percent), so 0.25 shows as 25%. For percent change, use =(new-old)/old. ProfitDrawer's Monthly Summary works out each month's margin as profit divided by income and shows a blank instead of an error when income is 0.
Updated October 29, 2026
To open a Google Sheet on a phone or tablet, install the Google Sheets app from your device's app store, sign in with the Google account that holds the file, and tap the file's name. Tap Menu at the top left to switch between Recent, Shared with me, Starred and Offline files. The app also opens .xlsx files. A 12-tab ProfitDrawer bookkeeping spreadsheet saved in your Google Drive opens this way, though Google notes large files may not open on every device.
Updated October 29, 2026
A Google Sheets formula shows an error when it cannot return a result: #DIV/0! means it divided by zero, #N/A from VLOOKUP means the value was not found, #VALUE! often means text where a number was needed, and #REF!, #NAME? and #NUM! flag other problems. Click the cell, check the formula and the cells it uses, or wrap it in IFERROR. ProfitDrawer's bookkeeping spreadsheets use IF and IFERROR tests so empty rows show blanks, not errors.
Updated October 29, 2026
To copy a formula down a column in Google Sheets, select the cell with the formula plus the empty cells below it and press Ctrl + D (⌘ + D on a Mac) to fill down; you can also drag the small blue box at the corner of the selection. Relative references move one row at a time, while references with $ stay fixed. ProfitDrawer's bookkeeping spreadsheets already carry their formulas down all 1,000 income and 1,000 expense rows.
Updated October 29, 2026
To change the date format in Google Sheets, select the date cells, click Format > Number > Custom date and time, search for a format or build your own, such as Jan 8, 2026 or 01/08/2026, and click Apply. The formats offered follow the spreadsheet's locale, set under File > Settings. ProfitDrawer's bookkeeping spreadsheets show dates as mmm d, yyyy, for example Jan 8, 2026, and changing that display does not change any totals.
Updated October 29, 2026
To set a spreadsheet's locale and time zone in Google Sheets, open the file on a computer, click File > Settings, choose from the Locale and Time zone menus under General, and click Save settings. The change applies to the whole file for everyone and sets its default currency, date and number formats. In a 12-tab ProfitDrawer bookkeeping spreadsheet, amounts use the currency symbol typed on the Settings tab, so check both after importing the file.
Updated October 29, 2026
To recover a deleted row in Google Sheets, press Ctrl + Z (⌘ + Z on a Mac) right away to undo. If it is too late for that, click Last edit at the top right, pick an earlier version, then click Restore this version and Restore, or make a copy of that version and paste the row back. You need edit access. ProfitDrawer's setup steps clear example rows by selecting cells and pressing Delete, which keeps all 1,000 formula rows in place.
Updated October 29, 2026
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