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Accounting and Business Tools & Templates

Use our free accounting tools and templates to help speed up and simplify your accounting and bookkeeping workflow.

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Payroll

Paycheck calculator

Use QuickBooks’ paycheck calculator to accurately estimate pay for all your employees, whether you need to calculate hourly wages or salary pay.

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Payroll

Employee cost calculator

Use QuickBooks’ employee cost calculator to determine the full cost of a new hire or existing employee, beyond their standard wages.

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Payments

Payment cost calculator

Tell us how you take payments today to find out how much you could save by switching to QuickBooks.

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Invoicing

Free invoice generator, powered by AI

Create custom invoices quickly from your emails and notes using Intuit Assist, our cutting-edge digital assistant. This free tool lets you create professional invoices you can download, print, and send to your clients.

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Funding

Equity & investment calculator

Find out how much investment capital you should accept and how much equity you should give up.

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Inventory

Working capital calculator

QuickBooks’ working capital calculator helps you manage your cash flow by allowing you to quickly calculate the working capital of your business.

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Inventory

Beginning inventory calculator

Use QuickBooks’ beginning inventory calculator to quickly find out the value of your business’s inventory at the start of an accounting period.

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Inventory

Inventory turnover calculator

Stay on top of your inventory and better understand your business’s efficiency with QuickBooks’ inventory turnover calculator.

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Inventory

Carrying cost calculator

Use QuickBooks’ carrying cost calculator to quickly determine (and reduce) the cost of holding inventory for your business.

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Inventory

Reorder point calculator

QuickBooks’ reorder point calculator helps you accurately estimate when you need to order more supplier stock for your inventory.

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Inventory

SKU generator

Use the SKU generator to quickly create stock keeping units (SKUs) to better organize and track your inventory internally.


Downloadable checklists

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Tax preparation checklist

Everything you need to file your taxes.

Year-end checklist

Track the tasks you need to complete this year.

Employee onboarding checklist

Create a positive onboarding experience, every time.

Seasonal employee checklist

Ensure a smooth interview and hiring process.


Downloadable resources for a smooth start

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Value proposition template

Develop a strong elevator pitch for your business.

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Financial terms handbook

62 essential financial terms you need to know.

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Business budget template

Use this business budget template formatted for PDF or Excel.

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Business plan template

Construct a business plan tailored to your goals.

Elevator pitch template

Piece together your elevator pitch with these prompts.

Brand deck template

Build a professional brand deck using this customizable template.

Sustainability plan

Go green. Track your sustainability mission and goals.

Project management bullet journal

Keep track of key projects at a glance.


Accounting templates

Excel accounting template

Set up and use Excel for business accounting.

Income statement template

See your business’s financial performance at a glance.

Balance sheet template

Simplify your accounting using this Excel template.

Cash flow statement template

Track your business’s inflows and outflows each month.

Employee management templates


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Track time

Payroll calendar templates

Download weekly, biweekly, bimonthly, and monthly payroll calendar templates.

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Track time

Timesheet templates

Download daily, weekly, monthly, and industry-specific timesheet templates.

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Track time

Time schedule templates

Create employee schedules using Excel, Google Docs, or PDF.

Frequently asked questions

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