Simple Way to Create a Professional Business P&L Statement in Google Sheets

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Simple Way to Create a Professional Business P&L Statement in Google Sheets

Рет қаралды 626

Күн бұрын

In this video tutorial, I walk you through building a simple, professional profit and loss statement for your business in 20 minutes, with monthly, quarterly, and year-over-year tabs.
You can make a copy of the final template here: bit.ly/3y9ms3H

Пікірлер: 11

@DanDoormouse 26 күн бұрын

Thank you! Great instruction

@SheetsNinja 26 күн бұрын

Awesome! So glad this was helpful!

@DathyGonzales Ай бұрын

Hi! i don't have any accounting experience but my boss is asking me to do a report with P&L and I've been searching for a guideline that led me to you video. thank you

@SheetsNinja Ай бұрын

Awesome, so glad this was helpful!

@davidfernandezbajo 2 ай бұрын

Hi! great vid, thank you for sharing. the style and aesthetics are really pleasing. I was wondering about a viable data model to fill it automatically. any suggestion?

@SheetsNinja 2 ай бұрын

Hey, thanks for watching! At some point, I will likely release an update, but for the moment, I would recommend a data tab where you can capture data with columns like date, month, a category matching the category names on your statement, and then obviously the amount. Then you can use some simple SUMIFS formulas to match the month & category to automatically populate the P&L statement from your data. Otherwise, if you want to populate this from a financial export (say from QuickBooks), I would suggest adapting the line items in this statement to match what you are exporting from Quickbooks and then you can still use SUMIFS to grab the appropriate data for each field. I have some related videos that will help you with these concepts. The first video is about a simple P&L statement that I dynamically filled using formulas: kzfaq.info/get/bejne/e7hoeLudrMqvgZc.html . This video will help you grab the main idea. Then, here is a simple SUMIFS formula tutorial that will walk you through how that works: kzfaq.info/get/bejne/gpx0ps5o19ezZWg.html

@davidfernandezbajo 2 ай бұрын

@@SheetsNinja thank you for the suggestions, will definitely do!

@DathyGonzales Ай бұрын

Hi do you also have P&L for many store branch and with one master file

@SheetsNinja Ай бұрын

Hey, so you can search for my video on importrange and that shows you how to take data from one Google Sheets and display it in another so you can combine or compare.

@DathyGonzales Ай бұрын

Hi! do you have also bookkeeping video's?

@SheetsNinja Ай бұрын

Hey, sorry, I'm not a bookkeeper so I don't have any specific for bookkeeping.