Accounting and Business Tools & Templates

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, they’re designed to be fast and easy to use. They can increase productivity and help business owners save time and money. Leveraging business tools can be as simple as using Google Drive. Business tools include any software for small business, file sharing programs, mobile apps, or online accounting tools like QuickBooks.

Specific business tools 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 programs, customer relationship management (CRM) 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 track of overhead costs, cash flow, income and expenses, and profit margins. Accounting software for small businesses can also assist with budget planning. This tools & templates page offers a number of free accounting tools available online. 

QuickBooks is a tool used by businesses to help manage their accounting. It keeps track of and organizes your finances, automates your bookkeeping, billing, and employee hours, and helps you manage taxes, budgets, ledger accounts, bank accounts, and inventory. 

Accountants are always looking for the most effective ways to manage their client’s finances, QuickBooks is just one program they use to do so. When a client uses QuickBooks, they can share access with their accountant to make it easier to complete monthly, quarterly, and annual reporting for the tax office. Accountants may also use a project management system, CRM, 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 to track and provide insights into a range of financial metrics. These metrics include profit margins, cash flows, expenses, interest rates, taxes, sales forecasts, handling fees, retail prices, lead times, carrying costs, safety stock, reorder points, inventory turnover, working capital, and beginning inventory.

These accounting calculators 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.

Accounting templates assist with the financial aspects of a business such as financial statement analysis, general ledger templates, cash flow templates, and chart of accounts templates. Templates are downloadable and can be customized 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. 

QuickBooks supports importing 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.