How to Switch from Excel to Accounting Software
Switch from Excel to accounting software in five steps: choose a start date, clean your data, import, set opening balances and check a parallel month. Example.
Switch from Excel to accounting software in five steps: choose a start date, clean your data, import, set opening balances and check a parallel month. Example.
A practical monthly bookkeeping checklist: sales, purchases, payments, bank reconciliation, GST and TDS, and reports. Print it or copy it into your tracker.
Bank reconciliation, step by step: match your statement with your books, find missing entries, explain timing differences and fix errors. Example included.
Categorise business expenses correctly: direct vs indirect, capital vs revenue, and the categories every small business needs, with Indian examples.
A balance sheet shows what a business owns, owes and what belongs to the owner. Learn assets, liabilities and equity with a simple small business example.
Build a simple profit and loss statement step by step: revenue, direct costs, gross profit, operating expenses, net profit and margins, with a sample.
A simple monthly system to manage freelance income and expenses in India: separate accounts, income and TDS, expenses, a tax set-aside and a monthly review.
Set up a simple business finance system: bank accounts, contacts, invoices, expenses, records and a monthly close, step by step for new Indian businesses.