Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
Fly_Fishing_Guide
Level 1

Does Quickbooks have a spreadsheet for Working Capital?

 
1 Comment 1
raymund_A
QuickBooks Team

Does Quickbooks have a spreadsheet for Working Capital?

Hello Fly_Fishing_Guide,

 

Thanks for reaching out to us here in the Forum. As of the latest versions of QuickBooks Online Self Employed, it does not have a dedicated built-in spreadsheet, report, or feature specifically designed for Working Capital.

 

The software is tailored for freelancers, independent contractors, and self-employed individuals who primarily track income, expenses, mileage and tax estimates rather than advanced business financials like working capital.

 

If you need to calculate working capital, you may need to upgrade to QuickBooks Online Essentials, Plus, or Advanced, which provides access to financial reports like the Balance Sheet. 

 

These reports can be exported to Excel, where you can create a customized spreadsheet for working capital.

 

If you have questions and queries, our Community Team is always here to assist you.

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us