Bookkeeping Setup: SPREADSHEET SYSTEM

You have a choice between a spreadsheet and software when you set up bookkeeping. 

This section will teach you how to set up your books on a SPREADSHEET.

Spreadsheet bookkeeping is good for:
  • people with fewer transactions
  • people with simple/straightforward businesses
  • people who don't need to track numbers more often than every quarter
  • people who don't need to run reports (like Profit + Loss statements, Balance Sheets and Statements of Cash Flow)
  • people who don't need to track COGS (cost of goods sold. NB: Independent Artists, Writers and Performers are not required to track COGS. Other sellers of physical products ARE required to)
If you need reports, payroll, COGS or have a lot of moving parts, then you should choose to set up your books using software, not a spreadsheet. (See the next section).