Free bookkeeping templates, calculators and guides
Practical help for clearer books.
Learn the basics, work through a task, or find an answer. Start with the resource that fits what you’re doing today.
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A starting point for the task at hand
Prepare your accountant handoff
Year-end bookkeeping checklist
Review the records, prepare the right files and keep track of open questions with a free Excel handoff workbook and CSV checklist.
ExplorePrepare contractor records
2026 1099-NEC threshold & payment checklist
Check the $600 versus $2,000 payment-year rules, work through an example, and download a free contractor payment review workbook.
ExploreUnderstand the numbers
Accounting basics
Get familiar with the accounts, transactions, and reports behind your everyday bookkeeping.
ExploreBuild a routine
Practical guides
Follow checklists for getting started, reviewing cash, closing the month, and moving your books.
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Tutorials & Walkthroughs
Explore written product overviews and follow step-by-step walkthroughs for invoices, bank transactions, and month-end review.
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Free invoice generator
Fill in an invoice or estimate online, add your logo, and download a PDF. No signup and no limit.
ExploreStart from your trade
Invoice & estimate templates by industry
Word, Excel and PDF templates for HVAC, plumbing, landscaping, cleaning, electrical, handyman, construction and painting work.
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Invoice templates & examples
Download editable Excel and Word invoice templates, a filled example, and a printable PDF. Follow the guide to complete your invoice.
ExploreConfirm a completed payment
Paid-in-full invoice template
Download a paid invoice with payment dates, references, and a zero balance. Follow the steps to record the payment in Bokeping.
ExplorePlan the next 13 weeks
Cash flow forecast template
Download a free Excel planner and a completed example. Turn unpaid invoices, bills, and your own assumptions into a weekly cash plan.
ExploreLearn by running a shop
30 Days in Business
Play a free three-minute cash flow game. Make seven decisions and see why a profitable shop can still run out of cash. No sign-up required.
Play the free gameCheck a selling price
Profit margin calculator
Calculate gross profit, margin, and markup, or find a selling price for your target margin. See how the results relate to your books.
ExploreChoose your tools
Accounting software buyer’s guide
Questions to ask about reporting, imports, integrations, and the features your business needs.
ExploreFrom the blog
Recent articles
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The bank reconciliation that takes 12 minutes
A fictional bank-reconciliation walkthrough: investigate a $235.43 difference, account for missing fees and a duplicate deposit, and review the resulting balance.
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Sales tax without the shoebox
Sales tax isn’t your money — it’s the state’s, passing through. How a small US business collects the right amount, tracks it as a liability, and remits it without the year-end panic.
Read articleInventory · 4 min read
Inventory margins: know what you make on every product
Explore product costs through a fictional coffee roaster, with a clear distinction between materials-only estimates and margins that include applicable production costs.
Read articleHelp & support