Use our free accounting tools and templates to help speed up and simplify your accounting and bookkeeping workflow.
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Accounting & Business Tools & Templates
Tools
Our accounting and bookkeeping tools help do the work for you. Use tools like invoice generators and business calculators to keep your business running smoothly.
Invoicing tools
Create a custom invoice with QuickBooks’s free invoice generator. Our online invoice creator easily generates invoices that you can download, print, and send to your clients.
Inventory management tools
Use our Cost of Goods Sold calculator to save time and quickly work out what the cost of goods sold is for your business.
Our Working capital calculator helps you manage your cash flow by allowing you to quickly calculate the working capital of your business
Use our beginning inventory calculator to quickly find out the value of your business inventory at the start of an accounting period.
Inventory turnover is a metric that helps businesses understand their efficiency. Use our calculator to quickly work out the efficiency of your business.
Use our Carrying Cost calculator to quickly work out the cost your business pays for holding inventory.
Use our Reorder point calculator to quickly work out the specific level at which the stock of your product needs to be replenished.
Use our SKU Generator to quickly create Stock Keeping Unit's to help organise your inventory.
Use our Finished Goods Calculator to effectively manage and track your inventory.
Use our Days Inventory Outstanding Calculator to measure the average time it takes to sell your inventory.
Use our Raw Materials Calculator to optimize your raw materials inventory management and reduce lead times.
Use our Wholesale Price Calculator to optimize your profits and determine wholesale costs for maximum efficiency.
Use our Inventory Cost Calculator to calculate expenses tied to stock holding.
Use our Cost Price Calculator to automatically determine the cost price for your products or services.
Use our Work in Process Inventory Calculator to ensure efficient cost control and streamline operations.
Track and manage your inventory levels with our Weeks on Hand Calculator.
Use our Fill Rate Calculator to understand the rate at which your business processes orders within a specified time period.
Use our Wholesale Margin Calculator to unlock profitability insights for your products.
Discover the power of our Average Inventory Calculator for precise inventory valuation and gain financial insights for your business.
See how QuickBooks can help you automate your invoicing and manage your inventory
Templates
Use our free business templates to keep your documents looking consistent and professional while saving time and money.
Invoicing Templates
Whether you’re a freelancer or a small business owner, you can download a free invoice template for your specific needs. You can create and send professional invoices as a PDF, in Excel or as Google sheets, and in Microsoft Word or in Google docs.
Get ideas to help navigate the process of invoicing your clients. Running a business can be hectic, but our small business invoice template can help you save time and create professional invoices.
If you're the type of freelance consultant that bills clients by the hour, simplify your billing process and save time with our free time invoice template.
A commercial invoice is one of the most important documents whenever you ship goods internationally. Learn how to download and use a commercial invoice template.
Business Templates
QuickBooks' balance sheet software saves you time. Download our Excel template today, which includes a simple balance sheet example.
Find out what an income statement is, when you would use one, and power up your business with an income statement template from QuickBooks.
Learn what an Expense Report is, what an Expense Report includes, when you would use an Expense Report, steps to prepare an Expense Report, and use our Expense Report template.
Download a free cash flow statement template, learn how to prepare a cash flow statement, and discover the direct and indirect methods of cash flow statements.
According to Section 96 of the Employment Act, every employer is legally bound to give a Payslip to every employee working in his organization.
Use our inventory template for excel to help you quickly manage your purchase and sales orders and optimize stock controls.
Use our business budget template to help organise your business budget and make sure you're spending wisely.
Use our free business plan template to help you get started on the right track for your new business.
Use our free general ledger template to help you stay on top of your bookkeeping.
See our guide to financial statements and download our free templates (cash flow, balance sheet, and income statement) to stay on top of your business finances.
Frequently asked questions
Business tools are any type of system, application or solution that helps a business perform better. Small business tools make running a business much easier and they’re designed to be fast and easy to use. They can help with productivity, and save time and money. Business tools can be as simple as utilising Google Drive. It can include any software for small business, file sharing programs, a mobile app, or online accounting tools like QuickBooks.
Specific types include: Accounting tools for business decision making, Task management tools, Social media, Email, Marketing automation, Meeting scheduling programs, Financial statements accounting tools, Bookkeeping tools, Google Docs, E-signatures program, Customer Relationship Management systems and more.
Accounting tools for small businesses are digital solutions which help businesses keep track of finances. Online accounting tools make it easy to determine and keep track of overhead costs, cash flow, income and expenses, and profit margins. Accounting software for small business can also assist with budget planning. This tools & templates page offers a number of free tools available online.
QuickBooks, for example, is a tool used by businesses to help manage their accounting. It keeps track of and organises your finances, automates your bookkeeping, billing and employee hours, as well as helping you manage tax, budgets, ledger accounts, bank accounts and inventory.
Accountants are always looking for the most effective ways to manage their client’s finances and QuickBooks is just one program they use to do so. When a client uses QuickBooks, they can share access with their accountant so that it is easier to complete monthly, quarterly and annual reporting for the tax office. Accountants may also use a project management system, a CRM, a paper-free document management system for file sharing, and a quality computer that provides fast, efficient access to online software like QuickBooks.
Accounting calculators are used by accountants and business owners, providing insights into a range of financial metrics, such as profit margins, cash flows, expenses, interest, taxes, as well as:Sales forecast, Handling fee, Retail price, Lead time, Carrying cost, Safety stock, Reorder point, Inventory turnover, Working capital and Beginning inventory.
They are easy-to-use and generally require you to collect and input relevant information (which will be explained on the specific calculator’s page) to give you a better idea of your financial position. For example, a lead time calculator helps you to calculate the lead time you need for a product. Simply follow the instructions on the relevant calculator page.
Just as business templates make life easier for business owners, accounting templates assist with the financial aspects of a business. From financial statement analysis to general ledger templates, cash flow templates to chart of accounts templates, templates are downloadable and can be customised to suit the needs of your business, from a basic bookkeeping excel template to a more substantial accounting solution. You can also import templates into your small business accounting software, such as QuickBooks.
Free business templates can save you abundant time, but can that information be uploaded to QuickBooks? The answer is yes! QuickBooks supports importing the following information: Bank Transactions, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, Bills and Journal Entries.
You can learn more about how to import data from excel in our video guide or support page.
Accountants & Bookkeepers
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