Google Sheets Template for Small Business (user friendly)

Job ID: 39248401

Budget: $10 – $30 USD

I'm looking for a freelancer to create a comprehensive Google Sheets template for small business management. The template should include:

- A graphical Dashboard
- Tabs for Add Customer, Income, Inventory, Expenses, Money Receipt, Invoice, Voucher, and Financial Reports
- Auto-generating features for printable invoices, money receipts, and vouchers

The system should be capable of tracking income, expenses, stock, and receivables/payables. All aspects of the business need to be monitored, hence the importance of automated tracking for income and expenses, inventory management, as well as receivables and payables.

The financial reports generated should include a Profit and Loss Statement, Cash Flow Statement, and a Balance Sheet.

Ideal skills for this job include:
- Proficiency in Google Sheets
- Experience in small business management
- Knowledge in financial reporting and analysis
- Ability to create user-friendly templates

AT A GLANCE

✅ Tabs Required:

Dashboard (Financial overview)

Add Customer (Customer details management)

Income (Track income transactions)

Inventory (Stock tracking with alerts)

Expenses (Business expense tracking)

Money Receipt (Auto-generates printable receipts)

Invoice (Printable invoices with auto-fill data)

Voucher (Printable payment & receipt vouchers)

Financial Reports (Profit & Loss, Balance Sheet, Cash Flow, Debt Schedule)

✅ Automation Required:

Auto-calculations for income, expenses, and reports

Automatic tracking of accounts receivable/payable

Invoices, receipts, and vouchers must be printable

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Looking forward to your bids!