Just bought Everyday Bookkeeping? This short guide takes you from your Etsy download to your first entry. Learn how to download your files, open them in Microsoft Excel or Google Sheets, complete the Setup tab, and log your first sale.
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How to Open Your Bookkeeping Template in Google Sheets
Follow these four simple steps to import your bookkeeping spreadsheet into Google Sheets.
Download Your File
Download the .xlsx spreadsheet file using the link provided in your PDF.
Upload to Google Drive
Visit Google Drive, click New → File upload, and select your downloaded bookkeeping file.
Open with Google Sheets
Double-click the uploaded file and choose Open with Google Sheets.
Save as Google Sheets
Open the File menu and select Save as Google Sheets to create your editable Google Sheets version.
Choose Your Preferred Version
Your Everyday Bookkeeping download includes four spreadsheet files:
A clean, blank version ready for your business records.
A blank dark-themed version for a different visual preference.
A filled-in example to help you understand how to use the spreadsheet.
A filled-in example in the dark theme.
Need a Little Help?
Having trouble downloading or setting up your bookkeeping spreadsheet? Send us a message through our Etsy shop, and we'll be happy to help you get everything working.
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