Choose the ProfitDrawer bookkeeping spreadsheet named for your trade if there is one, such as cleaning, lash tech, contractor, plumber, HVAC, truck driver or realtor, because its income and expense categories and its top-clients tab are set up for that work. If your trade is not listed, the general small business bookkeeping spreadsheet has the same 12 tabs, and you can rename its categories on the Settings tab.
How to choose:
- Look for your trade first. Trade versions exist for many service, beauty, home, transport, food and creative businesses. Examples: cleaning-business-bookkeeping-spreadsheet, lash-tech-bookkeeping-spreadsheet, contractor-bookkeeping-spreadsheet, plumber-bookkeeping-spreadsheet, hvac-business-spreadsheet, truck-driver-bookkeeping-spreadsheet, realtor-business-spreadsheet, photographer-bookkeeping-spreadsheet, nail-tech-bookkeeping-spreadsheet.
- No exact match? Use small-business-bookkeeping-spreadsheet, or freelancer-bookkeeping-spreadsheet if you bill clients for your own time.
- Selling products online? There are separate versions such as etsy-seller-bookkeeping-spreadsheet and reseller-profit-bookkeeping-tracker.
What actually differs between versions: the starting category lists, the wording, and the name of the ranking tab (for example Top Clients, Top Customers, Top Tenants or Top Brokers). The 12-tab structure, dashboards, mileage log, Unpaid Invoices and Tax Summary are the same, and every category can be renamed on Settings.
What none of them do: create quotes or invoices, run payroll, track inventory, book appointments or file taxes. If you need to send invoices, ProfitDrawer's free invoice template is a separate file.
Browse all trades on the Bookkeeping Spreadsheets page at profitdrawer.com.
Source: Small Business Bookkeeping Spreadsheet (ProfitDrawer) · Updated
Tools and spreadsheets for this
Small Business Bookkeeping Spreadsheet
Cleaning Business Bookkeeping Spreadsheet
Lash Tech Bookkeeping Spreadsheet
Contractor Bookkeeping Spreadsheet
Plumber Bookkeeping Spreadsheet
HVAC Business Spreadsheet
Truck Driver Bookkeeping Spreadsheet
Realtor Business Spreadsheet
Freelancer Bookkeeping Spreadsheet
Related questions
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General information, not tax, legal or financial advice. Check the rules for your state and your situation.