Accounting worksheet requirements

• A good accounting worksheet should offer an integrated solution for your accounting needs. All recorded transactions (sales, purchases, cash and bank transactions) must be automatically linked to financial statements and reports.

• Inputting data into an accounting worksheet should be quick and easy. No popup screens, no endless clicking. Just a simple table to fill.

• An accounting worksheet must contain the following elements as a minimum: recording sales and expenses, recording cash and bank transactions, a simple journal entry template, customer and supplier details, financial statements: profit & loss statement, balance sheet, tax report

• A good accounting worksheet also offers: creating quotes, order confirmations, reminders and packing lists, timesheets and mileage, income and expense monitoring...

• Important for your business is quick access to vital financial data using profesionally created dashboard and reports

• Access to support if something goed wrong with your accounting worksheet

• Import modules for quick and simple processing of your bank transactions. No typing, just clicking

• Flexibility. All businesses are different. Therefore, a good accounting worksheet offers you multiple possibilities to adjust the template to your needs.

• No macros or VBA please. If an accounting worksheet contains macros or VBA, you run the risk of errors and Excel shutting down. And what about the risk of viruses?

Try the Excel accounting template