🌿 FREE TEMPLATE for a simple, easy, FREE way to do BOOKKEEPING

🌿 FREE TEMPLATE for a simple, easy, FREE way to do BOOKKEEPING | Realistic Bookkeeping

Рет қаралды 601,304

Күн бұрын

A good bookkeeping system does not need to be fancy or confusing, in fact one of the best and easiest way to start a good bookkeeping system is completely FREE - Google Sheets. This tutorial shows you exactly how to use Google Sheets to start your bookkeeping. This video is useful for both small business owners and bookkeepers learning how to provide this service for small businesses.
*This video is not endorsed by Google or Microsoft.
//CHAPTERS:
0:00 Introduction
1:50 Google Sheets
3:34 Formatting for Transactions
4:56 Creating Transaction Category Dropdown Options
8:10 Pulling Transaction Category Totals
13:15 Profit & Loss Statement Sheet for Totals
//RESOURCES MENTIONED:
The COMPUTER I use! - amzn.to/3kpZxbc
*If you don't already have a good computer/laptop for your bookkeeping needs, this is the laptop I currently have. I love it and it's just right for what I need to use it for!
FREE TEMPLATE Google Sheets Bookkeeping File -bit.ly/3s2c9Je
Small Business Expense Categories PDF - bit.ly/3sdhXwa
IRS Business Expense Deduction Categories - bit.ly/3ByLc2c
//CONTACT:
For all subscribers, please feel free to leave a comment below so that I can reply to you directly!
For any business inquiries, please email me at purvistobrown@gmail.com
And make sure you subscribe to my channel!
Sharing my story as I create my bookkeeping business!
Disclaimer - This video is NOT sponsored by any of the brands mentioned throughout this video. All thoughts mentioned are my own. Some links provided above are affiliate links. They do not cost you anything, but I make a small percentage from the sale. Honesty is key on my channel, thank you for supporting me!

Пікірлер: 744

@w7jhb Жыл бұрын

You can make your formulas on the P&L sheet much easier by using this: sumif(Transactions!D$2:D$1000,A8,Transactions!C$2:C$1000). Rather than having to paste the text into each sumif statement you simply use the text that's already in the cell next to it. This formula takes advantage of the $ symbol to tell google sheets NOT to update that particular part of the formula as you copy it down the column. Each one starts at D2 and ends at D1000 while the A8 will change to A9, A10 and so on as you duplicate that down the column.

@laurak5196 Жыл бұрын

Thanks! Great point

@paulworks2much Жыл бұрын

Excellent idea, thank you

@aimanhulmani7747 Жыл бұрын

thank you so much. I was actually getting an error but with your way it worked :)

@robinsonmedina9013 Жыл бұрын

What's p&l?

@w7jhb Жыл бұрын

@@robinsonmedina9013 profit & loss

@katierobinson4301 Жыл бұрын

I don’t ever leave comments, but I wanted to let you know how much I appreciate your teaching technique. You make it very easy to understand and follow!

@peterralston2654 Ай бұрын

Thank you so much for posting this. As a farmer I need something simple to use and can't afford a full Bookkeeper until things are in full swing at our farm. We have spent thousands of dollars on expensive bookkeeping when we were barely making a penny. This system has helped us immensely. Thank you again for posting this. Looking forward to watching the rest of your videos.

@stevedoesnt 5 ай бұрын

Ive been looking for a LONG time on a SIMPLE way of just keeping the books at my incredibly simple business. This is MONUMENTALLY helpful, and im convinced, the best in all the internet. THANK YOU!

@thehouseofhorsepowerautobo4506 2 жыл бұрын

I'm a new small business owner, so I have to learn and understand the basics. Thank you for taking the time to make these videos. Learning is much easier the way you explain things. Much appreciated!

@gracestefonik6955 Жыл бұрын

This video was exactly what I needed to take control of my business bookkeeping confidently! I am so happy that I found your channel!! Thank you for sharing!

@Hubbs4Him Жыл бұрын

What an incredible yet free resource you have offered. Thank you for making a seemingly daunting task for so many small business owners very achievable!! You are a blessing!

@SunnyBurnsAll 21 күн бұрын

I finally sat through my first excel video tutorial. This was done very nicely.

@Safi363 2 жыл бұрын

You are genius. Reading the minds of new business owner's needs. A big thank you.

@Nickbravo777 Жыл бұрын

Dear Realistic Bookkeeping, I can not thank you enough for your videos. They have been the most helpful and easy to understand and get ready for tax season. Well done

@RDZ_123 Жыл бұрын

I really appreciate you sharing this template! This is my first year opening my own business and was really nervous about bookkeeping but you've made it so easy and organized!!!!

@dennypescador Жыл бұрын

Hey Realistic Bookkeeping, I cannot thank you enough for this video. I started my ebay store in June and with your step by step vid, I was able to enter all transactions and P/L sheets. I'm up to date and I have a Birds eye view of my finances. Two thumbs up :)

@debraparadise155 Жыл бұрын

Rachel - You are awesome! I've learned so much from your simple approach to bookkeeping. This idea is perfect for my small business clients who don't need the bells and whistles of Quickbooks.

@ptgizmo Жыл бұрын

One of the BEST intro to a spreadsheet I have seen! I’m sharing this with my high school grandsons to see if this will help them manage their money! THANK YOU!

@nelie010 Жыл бұрын

I literally made my spreadsheet while following along! I just paused as I went. Soooo incredibly helpful! Thank you!!!

@insideoutholistichealing Жыл бұрын

Super helpful for starting out small business owners! Thank you so much for creating this tutorial and helping to take a lot of the headache out of getting started with bookkeeping!

@dramamamafive Жыл бұрын

WOW. I'm not a tech person at all, so I really appreciate how easy you make this to understand. Thanks so much!!

@Rquipper Жыл бұрын

Wow... This is AWESOME! As a clueless startup small business owner you have brought me GOLD! Thank you so much!

@ketizajmi8341 Жыл бұрын

I appreciate the simplicity of how you are explaining the content, because there are ppl like me that have no clue about bookkeeping. Thank you!

@user-nl7di5yl3j 7 ай бұрын

You're amazing! Thank you so much for such an awesome resource. I recently took on the task of bookkeeping for a family business and am working from ground zero with not a lot of experience myself, other than banking. You have simplified things for me. You're a life saver!

@StarChaires 2 жыл бұрын

Yass! You should do a series of Excel for bookkeepers. You are a great instructor. I love that you are quick and simple , no fluff just facts.

@RealisticBookkeeping 2 жыл бұрын

Do you think a series of short (3 minute) videos on formulas would be useful? Easier than what I provided in this video, or harder? Thank you for your input :)

@StarChaires 2 жыл бұрын

@@RealisticBookkeeping OMG, yes, 3-minute videos are great to master one or two tasks then on to the next video. Plus small videos like these are easier to come back to and watch without having to watch at 10-30 video to find exactly what I was looking for.

@JogendraSingh-em3yy Жыл бұрын

@@StarChaires Good evening friend

@jenninemorel7693 6 ай бұрын

I have a spreadsheet for that

@StunningBrowsNY Жыл бұрын

I think you have no idea of how much value you gave me today. I’ve just found you and I immediately fell in love with your way of teaching this. I truly appreciate it. I’m already subscribed and will continue learning from you 🥰. Thank you so much!

@stephaniegabriel-burke3221 Жыл бұрын

This is so helpful, I literally started crying because this is just what I needed. I am a business owner that needs systems like this to set me up for success. Thank you so much😄!!

@armiejanebabiagamaya8026 Жыл бұрын

Thank you very much. I am an aspiring bookkeeper and this is what I need to start my bookkeeping service. Simple but the easiest. Thank you, more videos like this please.

@kairifan12 2 жыл бұрын

the best resource on youtube for bookkeeping. Thank you for your generosity with that template

@JackieMujulizi 4 ай бұрын

I have been searching high and low for a simple bookkeeping explanation on excel, and this video was so helpful and easy to learn! Thank you!!

@shamefreelife358 Жыл бұрын

You are a GOD send. Your clarity, pace, simplified teaching skills, and expertise is amazing! Thank you.

@ncdancer Жыл бұрын

Your explanation and example for sumif was so clear and it was exactly what I was struggling with. I now have an Income statement tab that feeds off other tabs and is always up to date. Thank you so much, I am a fan!!!!

@kittyguzman3476 2 жыл бұрын

Thank you for making it so simple! I'm not so scared to start now. THANK YOU! THANK YOU! THANK YOU! And your video editing was great!

@mediamannaman 2 ай бұрын

You gained almost 30K subscribers in only about two years. Why? Because you are a REALLY good teacher. WHatever you are doing right now, I hope you are continuing to help others learn. You were born for it!

@thepreparedmamma 9 ай бұрын

This has been the best video! Thank you for being able to break it down for us newbies while keeping good speed. Awesome job!!!

@kenndricktv2108 8 ай бұрын

This is Awesome, i used it to give my kids mom the chance to play with some figures to try and motivate her to move forward with her small business idea. its simple enough to make and pass on to someone without them having to be technical. thank you

@artgal7 Жыл бұрын

By WAYYYY FAR the very best video explaining basic bookkeeping, as well as using Excel. As as artist, we are notoriously known for NOT being numbers people. I got the bright idea I was going to prepare my own spreadsheets for my '22 taxes. The stress has literally been keeping me up nights. Even though I recently starting learning to use Excel it's been confusing to me. Today I stumbled across your video and feel like I hit the jackpot! My spreadsheet brain fog is suddenly starting to clear up with just 1 short video. You have an amazing gift for cutting through the geek-speak to provide instant clarity to 'the rest of us'. Thanks so much for sharing your time and expertise. I'm a new subscriber and a fan!

@Plant-CatLady 3 ай бұрын

THIS! THIS IS THE VIDEO I'VE BEEN LOOKING FOR A MONTH FOR! Thank you so much for this video. All of the videos I've watched have been so confusing. You are truly amazing at explaining these things where beginners are truly able to understand. I know this video is 2 years old, but I hope you start making more videos like this🙏.

@suviunelma 7 ай бұрын

Love it! You have simplified all transaction recording instead of having tonnes of ledger accounts, thank you girl

@seanmonts9451 Жыл бұрын

OMG😮. This video came right on time. I am a culinary instructor and I am working on profit & loss statements with students. This is going to be a game changer when they can visualize the amount of money spent on “employee meal” compared to actual sales.

@lorielliott9122 2 жыл бұрын

This is so awesome! I am so glad I found you! I have been on YT searching for ways to make QB do the things I want it to do for my small business and was just getting more and more frustrated. Now I will be able to search invoices by customer name and this way is so much more user friendly. Now I will be saving $85 month by cancelling QB. Thank you! Thank you! Thank you!

@JonathanBass-yq7dh 9 ай бұрын

Thank you, we're starting a B&B, I know excel but not bookkeeping, I've looked at other videos, you are by far the most, clear and concise of them all.

@leahmmolai Жыл бұрын

This was absolutely the best explanation ever. And I must also thank the lady who said she followed the video as I ended not just watching but following the steps and paused when I needed to. Absolutely easy to understand even for a total beginner.

@lizbethgarcia3074 Жыл бұрын

THANK YOU!!!!!! I started operating a trucking business this year, subscribed to QuickBooks Bookkeeping, but I did not like it, to complicated to use. I was doing my own thing with spreadsheets, but knew I was not doing it right. I don't have any experience with bookkeeping. But thank God your video came across my search on KZfaq. I will totally use your template and of course I will watch more of your videos. THANK YOU SO MUCH, for sharing your knowledge and helping us, that don't know where to start. Hope to find videos that teach more about bookkeeping, end of the month and end of year. Not sure if we need to do something specific.

@teresataps Жыл бұрын

Thank you so much for this video! You have communicated what to do very clearly, and demonstrated exactly how to do it. It’s exactly what I needed to get started! 😄

@samsavesplastic Жыл бұрын

I started a small business last year in OCTOBER, and I've been ignoring bookkeeping for way too long. I still have a long way to go but this was very helpful . I at least got something started, Thank you.

@fedaderweesh1236 4 ай бұрын

I looooove the way you explain things thank youuuuuu! Finally somebody is talking simple bookkeeping 🥰🥰🥰 Pls keep posting & don’t change your style 🙏🏼🙏🏼🙏🏼

@marisamartinez6573 Жыл бұрын

BEST tutorial!!! You’re an amazing teacher! This was so valuable to my small business, thank you so much!

@JayCharles2012 2 жыл бұрын

Thank you for those great advises, especially the drop-down menu that helps to reduce the length of the sheet

@teresaonan6633 11 ай бұрын

Thank you for this video! Ive tried quickbooks and I’ve been using google sheets. I liked how you showed how to do the list in the data validation!

@nadimsheikh Жыл бұрын

You are a LIFE SAVER. Love your easy method of talking

@AmeliorateAviation 2 жыл бұрын

Thank you! Such a valuable and tangible lesson on understanding how to keep the financial books healthy and well-organized! Very Helpful!

@zariinaroncone6204 2 жыл бұрын

So straightforward when you explain it! Thank you

@lunnafraticelli6131 Жыл бұрын

The video is fantastic. Your teaching flow is super great, keep me wanting to learn more. Glad I found Realistic Bookkeeping!!!!!! Thanks 🙏🙂

@dansolis4088 9 ай бұрын

Wow! What a great presentation! Very clear, demonstrating each step. I just used it to create a template for a home business. Thank you!

@suetidwell3397 8 ай бұрын

OH MY GOSH! You are a life saver. Thank YOU! My quickbooks expired and they wanted me to pay $650 to upgrade to the latest version...but we don't have our complicated businesses anymore. Just my author business. This will save me so much money...and time. Thanks again!

@tokazowskido 2 жыл бұрын

After closing 2 businesses due to covid and using online accounting software, I am trying to open a home baking business and didn't want to pay the subscription fee for the online accounting software. I wanted to keep things simple for my micro business. I had started a google spreadsheet on my own but would have been limited in functions because I didn't know how to put them in. You are saving me time and money and the way you explained it was so simple. Thank you for the template! I can't wait to start setting it up to fit my needs. Thank you for explaining all this in less than 20 minutes! You made it so easy to understand! The profit and loss statement will be very useful at the end of the year! Thank you so much!

@littleglowhive Жыл бұрын

Thank you so much for this video! I am reopening my shop after closing it in 2022 due to the stresses of doing all this work! I avoided it & i took this time off to learn how to properly book keep for my business. You are amazing, you've been a great tool for my success. THANK YOU!!!!!!

@catherined3912 4 күн бұрын

Thank you! This was easy to follow and helped simplify bookkeeping. Other videos made the process feel super complicated and confusing, and you were so clear. Thank you, again. I appreciate you!

@TaraLeporini 2 ай бұрын

Thank you so much for your generosity in creating this template. I am starting to do my own bookkeeping for my business and this is exactly what I needed.

@gerhardtconstruction3750 2 жыл бұрын

YOU ARE ABSOLUTELY AMAZING! Thank you so much for providing this amazing content for others to use!

@joyannmijares5598 Жыл бұрын

GREATFUL!! Thank you so so so much for making this video Realistic Bookkeeper! I just started my online store, and I don't know where and how to start in bookkeeping, grateful for your video!! Super thank you!

@karenl3434 2 жыл бұрын

Great presentation! Very easy to follow. As a beginner small business it is very appreciated. Wish I found this video a year ago. Will definately look for more videos.

@micahwashburn6309 2 жыл бұрын

Thank you so much! I am a small business owner. I haven't exactly been on top of my bookkeeping. This is actually getting me excited to do my bookkeeping. I cannot thank you enough!!

@nm3547 Жыл бұрын

❤️

@user-cm9qw6nj8p 8 ай бұрын

Wow!!!!!!! This is such a blessing for me as I am trying to launch a new business! THANK YOU!

@m4nns107 Жыл бұрын

I love the simplicity and ease of use. I downloaded it but had to edit formulas in excel that displayed errors. Thanks for doing this and good luck on your next projects!

@kaliopinikitas5821 2 жыл бұрын

You are a lifesaver for me. Thank you so much for this easy-to-understand and fantastic video. Eternally grateful!

@christopherlewis791 Жыл бұрын

Thank you Rachel great video to kick off improving my bookkeeping with some fine tuning for Australian regulations

@krish6729 Жыл бұрын

Thanks Rachel. 'Sumif' that i learned now is going to take my sheets to the next level.

@lioy3825 11 ай бұрын

I recommend going into formatting and using alternating colors for rows to help see things easier. Data validation input has also changed and they made it easier. It pulls up on the right hand side and has advanced options for color coding and style of drop down menu etc. plus IF THAN rule options. This has helped me so much! I just wanted to give a couple of pointers.

@big22trust49 Жыл бұрын

You’re making it so easy to understand. Thank you!

@patriciasmarketingstrategi6256 Жыл бұрын

Thank you for explaining the Google sheet using your Bookkeeping method. Much appreciated!

@tamariwatkins4454 Жыл бұрын

Great tutorial Rachel! Very informative with clear and concise examples! I learned a lot!

@merinthomas9717 Жыл бұрын

Fantastic video not too fast or slow but i cant explain how happy wen i found this video who explain each point with patience and clarity . Having accounts degree with no experience in real world is so terrible but such videos as this save the day. Thankyou so much

@blakej22 4 ай бұрын

Thank you so much for taking the time to make this detailed video. I am a new business owner; and this information is a lifesaver. I really appreciate you!!

@mickalaloeffelbein4935 2 жыл бұрын

I love love love google sheets. I use it to track my personal budgets and it’s actually what got me interested in becoming a bookkeeper.

@RealisticBookkeeping 2 жыл бұрын

Same! I actually just made a video on using Google Sheets for personal budgeting!

@bellaflo79 Жыл бұрын

I need this skills! You don’t know how much I appreciate you for sharing this with us. ❤

@Allmystuff101 Жыл бұрын

DUDE! Thank you so much! Your simple excel sheet is just what I needed. Your'e the best!

@raquelwarner5904 7 күн бұрын

Great video! Clear and to the point. I just did a Skill Success class and your video was extremely better. Thanks! Can't wait to watch your other videos.

@inspexinc Жыл бұрын

I'm sure there's a lot more to being a bookkeeper, BUT, you just proved my theory correct: "It can't be that difficult." Super helpful! Thank you so very much! Great job on this video.

@jamescollins918 Жыл бұрын

I'm a small business owner. I have been searching for a simple format, AND YOU DID IT. I love your energy and the way you explained the process. This is so helpful, this is exactly what I needed. I'm so happy to have found you. Thank you so much!

@sadddge2067 6 ай бұрын

may i know whts ur business about?

@everythingwithrina.7436 Ай бұрын

Always learning something new.the drop down is a wonderful idea 💡 and summation of the items in a different sheet

@HosianiKeewon 4 ай бұрын

I usually dont leave comment but i really like how u show and explain things here. thank you for your effort and generosity.

@peterm.souzajr.2112 Жыл бұрын

im so enchanted by your beautiful, cool, accounting help... and your eyes

@douglascole7483 2 ай бұрын

Thank you so much. You are a brilliant presenter - clear, concise, authoritive. I look forward to seeing more.

@hpaccount3165 Жыл бұрын

Thank you for making these videos, you are a great teacher and I hope you continue to make more videos. ♥

@joycephillips2012 10 ай бұрын

OH MY GOODNESS!!! You have an amazing way of wording things to where I can understand. I thank you so very much!!

@toymakingmagic 5 ай бұрын

I am extremely grateful to you for this tutorial and template! I just finished setting up my spreadsheet. Sooo helpful!! I understood everything you said.

@kaitlynstout3852 Жыл бұрын

You honestly have no idea how you have saved me with this video! Thank you

@chasityroberts5414 Ай бұрын

Thank you so much for this!! Can’t wait to watch more! Great info!

@neelmehta5723 Жыл бұрын

Thank you, Rachel for making this video. You explained everything in a very simple manner. It was very helpful to me. Thank you, Thank you, Thank you,

@user-ex8fx5fb3l 3 ай бұрын

This is the best thing ever! Thank you so much for taking the time to do this! I was Excel illiterate, now not so much :) Thank you thank you thank you!

@ThatTalkinGal 5 ай бұрын

This was absolutely revolutionary for me. Thank you! You have made me far less fearful about doing my taxes and getting my finances on lock. :)

@ciandasaville2842 2 жыл бұрын

This was so informative and helpful, thank you! Such a great option to offer this sort of bookkeeping for small clients that don't yet need everything that accounting software has to offer.

@RealisticBookkeeping 2 жыл бұрын

That was my exact objective - offer another, easier option :)

@outforatreat Жыл бұрын

I would say that you are a great teacher. I was a Bookkeeper for years in Canada but when I arrive in the USA I was lost in translation and I couldn't keep up. I am now trying to get my High school diploma and learn my English better to be able to learn the proper "Wording" so I can be a bookkeeper again. Thank you so much for all the information you are giving us today.

@AngieHeartts 8 ай бұрын

The greatest of all times. Thanks so much for this. I have been looking for exactly this video and it took me so long to start my own busuiness bookkeeping but you make it so easy. Thanks for doing this video.

@biohackmasters15 Жыл бұрын

This is exactly what I was looking for. Im so sick of the stress using Quickbooks and dealing with their unfixable glitches and terrible customer support! Thank you!

@sandram4670 2 жыл бұрын

This is great. You are so easy to follow and understand. Thanks!

@randolphmitchell6851 Жыл бұрын

Thanks for the video. I have just become treasurer for a small non-profit, and I believe I will use your template pretty much as is, at least to start. The previous treasurer just passed away, and he did everything on paper, so this should help me get started.

@kariluvsutoo 2 жыл бұрын

Thank you! Exactly what I needed and love the teaching style. I actually understood what was going on. Can’t wait to see more!

@RealisticBookkeeping 2 жыл бұрын

You are so welcome! I'm glad my teaching background came through in this video :)

@baazabubakar1326 2 жыл бұрын

@@RealisticBookkeeping one of the best tutorials

@JogendraSingh-em3yy Жыл бұрын

Good evening friend

@sweetbaby96 2 ай бұрын

Thank you for a great video it very much helped me organize a document in order to do taxes for the end of the year... now im just stuck on creating a formula to add up 12 sheets for the final totals to each category for my final expenses sheet... but this gave me a great start for sure.