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Keeping Track On Excel

 
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Old 12-14-2017, 10:43 AM   #1
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Keeping Track On Excel


Hello,

Does anyone just use an excel spreadsheet to track jobs/customer info and basic payments etc? We are a very small business and using excel seems simple and basic enough to keep track of the info we need. Just looking to see if anyone uses this method and has an example of a template or maybe any software you all use to track these things?

Thanks in advance.
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Old 12-14-2017, 11:38 AM   #2
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Re: Keeping Track On Excel


Google excel job template, you'll find tons of templates available. It really helps if you have advanced excel skills when you customize for your business.

Mine are fully integrated to cover everything, business and personal, I need for taxes. You just have to be disciplined in using them.

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Old 12-14-2017, 07:30 PM   #3
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Re: Keeping Track On Excel


There's a pretty good thread here about this.

http://www.contractortalk.com/f16/es...outube-129319/
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Old 12-14-2017, 08:10 PM   #4
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Re: Keeping Track On Excel


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Originally Posted by rselectric1 View Post
There's a pretty good thread here about this.

http://www.contractortalk.com/f16/es...outube-129319/
I don't know how I missed that thread, thanks for posting it.
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Old 12-14-2017, 08:44 PM   #5
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Re: Keeping Track On Excel


any type of spreadsheet. you can utilize the colors and block sizes to really customize it.
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Old 12-14-2017, 08:54 PM   #6
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Re: Keeping Track On Excel


QuickBooks is our money program but spreadsheets are used in so many places in our business.

One to track all project milestones and basic info.

We use another to track all purchase orders and invoices.

We have another for schedules.

We have multiple variations of excel bid sheets depending on project type. I build templates for job types.

Multiple variations for material take off depending on job type.

I could type up a lot on this topic but my thumb would fall off and the desk top site blows.

Take an excel class, buy a book, hire someone with knowledge to build some sheets. The hard part is knowing what you want them to do.



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Old 12-14-2017, 09:16 PM   #7
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Re: Keeping Track On Excel


Formatting can be a real time suck if you're going for presentation quality.
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Old 12-14-2017, 10:27 PM   #8
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Re: Keeping Track On Excel


Here's what I use to keep track of expenses for the shop and jobs.
Attached Files
File Type: xls BLANK Checking and Q 2017.xls (97.5 KB, 104 views)
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Old 12-15-2017, 10:47 AM   #9
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Re: Keeping Track On Excel


Thanks so much guys. Im new here and this forum is awesome to learn from a lot of experts....
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Old 12-15-2017, 05:33 PM   #10
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Re: Keeping Track On Excel


I use a spreadsheet to keep track of everything. The good side is I have it set up so it gives me all the information I need to know how my business is doing. The bad side is the more my business grows the harder it is to update my spreadsheet.
So at the beginning of the year I'm going to hire my accountant to setup my quickbooks and train me so I can utilize it.
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Old 12-23-2017, 07:51 PM   #11
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Re: Keeping Track On Excel


Did you know that ALL accounting programs are spreadsheets. They want your $$$$$$$
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Old 12-24-2017, 08:43 PM   #12
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Re: Keeping Track On Excel


I would say many are databases not spreadsheets believe me there is a difference.

Don't go down the rabbit hole of trying to link different spreadsheets together to pull numbers I have seen this go bad many times.

If you do want to use spreadsheets get good with formulas.

Personally I think you have to look at accounting software as an investment not an expense.

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Old 12-24-2017, 09:53 PM   #13
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Re: Keeping Track On Excel


AFAIK, most accounting software is database based. If you want to learn MS Access and SQL you can make your own.
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Old 12-24-2017, 09:57 PM   #14
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Re: Keeping Track On Excel


Quote:
Originally Posted by Stryker1-1 View Post
Don't go down the rabbit hole of trying to link different spreadsheets together to pull numbers I have seen this go bad many times.
What issues have you seen?
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Old 12-25-2017, 07:21 AM   #15
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Re: Keeping Track On Excel


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What issues have you seen?
Lose one file and all of a sudden the 5 linked to it don't work.

It can become a nightmare if someone deletes a formula

Just generally not good practice to try and use spreadsheets as a database.

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Old 12-25-2017, 08:02 AM   #16
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Re: Keeping Track On Excel


I keep track of everything in an Excel Spreadsheet. Customers, Invoicing, expenses, project cost tracking, overhead tracking, shared expenses.
It works for me, but wouldn't be ideal for everyone. I tried Quickbooks, but found it too cumbersome and archaic.
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Old 12-25-2017, 08:23 PM   #17
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Re: Keeping Track On Excel


Quote:
Originally Posted by mkb View Post
Hello,

Does anyone just use an excel spreadsheet to track jobs/customer info and basic payments etc? We are a very small business and using excel seems simple and basic enough to keep track of the info we need. Just looking to see if anyone uses this method and has an example of a template or maybe any software you all use to track these things?

Thanks in advance.
If your goal is to grow your business, invest in some accounting/job costing software. Quickbooks is a great value for your money, but make sure you get some professional help (not your buddy who has used it for years) to set it up. If you don't get it set up properly you'll simply be using it as a glorified check book. I know, because I used it for 20+ years and then spent thousands of dollars for a new high powered software that could not do some of the things Quickbooks could. I then went back to Quickbooks and got some great help setting it up and am still amazed at what you can do with it.

In business, time is your most valuable asset, don't waste time trying to re-invent the wheel. You may still use speadsheets to do a few things, but Quickbooks will do all you'll probably need for years. 90% of the people who use it never learn to truly use it to it's extent.

Stryker1-1 is absolutely correct, view it as an investment.
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Old 12-26-2017, 07:57 AM   #18
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Re: Keeping Track On Excel


I use Google sheets and excel, and they do an amazing job for us. We tried different systems, but this is most convenient.
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Old 12-30-2017, 06:56 PM   #19
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Re: Keeping Track On Excel


I work for one of the big multi-national companies and we use excel spreadsheets regularly! It doesnt matter how big you get, nothing beats a good excel sheet!
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Old 01-16-2018, 07:41 AM   #20
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Re: Keeping Track On Excel


There are a good amount of templates out there for use. It is easy to track a lot of the expenses, but it doesn't QC you like quickbooks can

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