Make Business Accounting Easy with Our Excel Tool!

Make Business Tax Returns Easy with Our Excel Tool!

Doing your business bookkeeping can be a real headache. Matching transactions with invoices takes forever, and it’s easy to make mistakes. But we’ve got the perfect solution for you!

Our Business Accounting Excel Tool simplifies the entire process by importing your bank statements and matching transactions automatically.

Why Our Excel Tool Rocks:

• Saves You Hours – Automate the matching process and skip the manual effort.
• Super Easy to Use – You don’t need to be an Excel expert to use it.
• Stay Organized – Keep all your revenue and expense invoices in one place.
• Spot-On Accuracy – Reduce errors and make your accounting stress-free.
• Beautiful Summary – See a clear summary of your income and expenses in simple charts.

Why Doing Bookkeeping Manually is Tough:

• Takes Too Much Time – Matching invoices to transactions manually takes forever.
• Prone to Errors – It’s easy to miss a match or miscalculate your totals.
• Hard to Stay Organized – Keeping track of bank data, invoices, and expenses can get messy.
• Stressful and Confusing – Especially if Excel isn’t your thing.

But Our Accounting Tool Makes It Easy!

• Import Bank Data in Seconds – Quickly upload your bank statement and let the tool handle it.
• Match Transactions Automatically – Save hours with one click.
• Stay on Top of Your Data – Easily track unmatched transactions, revenue, and expenses.
• Generate Clean Summaries – Refresh and view a clear, visual summary.
• No Headaches – Reduce stress and complete your books like a pro!

How to Use the Business Accounting Excel Tool

Step 1 – Import Your Bank Statement

• Go to the “Processing” sheet and select Import Statement.
• Follow the prompts to choose the appropriate columns.

Step 2 – Add Your Invoices

• Enter or paste your revenue details into the Invoices sheet.

Step 3 – Add Your Expenses

• Enter or paste your expense details into the Expenses sheet.

Step 4 – Match Transactions

• Click the Find Matches button on the “Processing” sheet.
• The tool will automatically match transactions with invoices and expenses.

Step 5 – Review Your Data

• Check for unmatched rows in the “Processing” sheet and tidy up your data.

Step 6 – View Your Summary

• Go to the Summary sheet, refresh the charts (Data > Refresh All), and enjoy a clear visual summary of your business accounting data.

FAQs

Q: Can I import any bank statement?
A: Yes! The tool allows you to select and map columns from any bank statement.

Q: What if my transactions don’t match automatically?
A: You can manually check unmatched rows in the Processing sheet and match them to invoices or expenses.

Q: How do I refresh the summary charts?
A: Go to the Data tab at the top and select Refresh All to update all charts and tables.

Q: Do I need advanced Excel skills to use this tool?
A: Not at all! It’s designed to be simple and user-friendly.

Support

Check out the guide tab in the template for help.

Need help? Check out the guide tab in the template or feel free to reach out to us. We will help you for FREE!