Planly Biz Books Pro
Small Business Bookkeeping · Google Sheets template
Pro-level books without the accountant price tag. A complete small-business bookkeeping system in Google Sheets: transactions, monthly, quarterly, annual and 5-year reports, custom date ranges, comparisons, profit goals and a sales tax tracker.
Take a tour of the sheet
Everything you need
Transaction ledger
Every sale and expense with its category, sales tax and fees.
Month, quarter & year
Profit & loss reports generated automatically.
5-year view
Spot long-term trends and growth.
Comparisons
Compare any two periods side by side.
Sales tax tracker
Sales tax collected vs. paid, plus other fees, by month.
Set up in 5 steps
Make your own copy
After purchase, open the PDF from your Etsy downloads and click the template link. Google Sheets asks you to “Make a copy”, and the copy lands in your own Google Drive, private to you.
Set up your books
On BOOKKEEPING SETUP choose your currency and start date and list your income and expense categories.
Record transactions
Add every sale and expense on TRANSACTIONS, with sales tax and fees where they apply.
Read your reports
MONTH, QUARTER and ANNUAL show profit and loss automatically. Use CUSTOM for any date range.
Track sales tax
TAXES compares the sales tax you collected with what you paid, month by month.
Good to know
What's included in the Planly Biz Books Pro?
9 tabs: Bookkeeping Setup, Transactions, Month, Quarter, Annual, 5 Years, Custom, Comparison, Taxes. Everything is pre-built with formulas, so you only fill in your own information.
How do I get the template after buying?
Etsy gives you an instant PDF download with your template link. Open it, click “Make a copy”, and the sheet is saved to your Google Drive.
Does it work on my phone?
Yes! Open your copy in the free Google Sheets app on iPhone, iPad or Android. Setup is easiest on a computer.
Can I reuse it next year?
Yes. Make a new copy and change the year on the setup tab.
Is there a dark mode?
Yes, a Dark Mode edition is included free. It has the same tabs and formulas with a dark background that's easier on the eyes at night. Your download page has a button for each version, and you can keep both.
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