General Ledger
General ledgers are basically the mastersheets of all of your business’s finances. They include all of your important business numbers–from how much revenue has come in to how much money has gone out.
A general ledger is includes information from other documents, called sub-ledgers. The important sub-ledgers are P&Ls and balance sheets. Simply download one of the free downloadable general ledgers samples from FreshBooks to create your own in minutes.
Free General Ledger Template
- Create professional general ledgers
- Understand your business’s worth
- Keep a financial mastersheet
General Ledgers with FreshBooks
- Automatically merge sub-ledgers
- Avoid costly accounting mistakes
- Manage your finances on the go
- Protect your files in the cloud
Profit and Loss Template
A profit and loss statement—also commonly called a P&L or income statement—shows your business’s cash flow over a designated period of time. All revenue and expenses are detailed on this type of statement.
There is a pretty standard format that business owners use for their P&Ls, so FreshBooks has created the perfect template for you to simply input the money that has gone in and out of your account. Profit and loss sheets also typically breakdown your revenue and expenses into categories so that it is easier to visualize where every dollar has come from or has been spent in your business.
Free P&L Template
- Download for free in multiple formats
- Collect information that’s useful for tax time
- Customize according to your needs
Profit and Loss with FreshBooks
- Automatically create P&Ls
- Pull your statement from the cloud
- Quickly share files with your team
- Try risk free for 30 days
Expense Report Template
Keeping track of your business expenses is essential to a headache-free tax time. Knowing your expenses is also essential when it comes to determining your profits and taxes owed.
You can itemize your expenses to create something called an expense report, which keeps a super detailed record of any money that you’ve spent on your business. The FreshBooks expense report template helps make keeping your expenses in check a bit simpler.
While the template is a free resource for businesses, FreshBooks offers fast and efficient accounting software that helps you keep track of your income, expenses and profits.
Free Expense Report Template
- Download for free in multiple formats
- Collect information that’s useful for tax time
- Customize according to your needs
Expense Reports with FreshBooks
- Store information in the cloud
- Access your financials on the go
- Attach receipts to expense reports
- Automatically track recurring expenses
Simple Balance Sheet Template
You work hard to grow your business, so you definitely want to know what your business is worth. Balance sheets are statements that express your business’s assets and liabilities. An asset is something that your business owns, like the money in your bank account or items you have in your inventory. Liabilities are basically your company’s outstanding responsibilities, such as debts to be paid or services to be rendered.
Equity is also an essential component of a simple balance sheet. You can calculate equity by subtracting your liabilities from your assets. Create simple balance sheets with the free template from FreshBooks.
Free Simple Balance Sheet Template
- Organize your assets and liabilities
- Calculate your equity
- Download template in seconds
Balance Sheets with FreshBooks
- Generate balance sheets automatically
- Share balance sheets with your team
- Save your files to the cloud
- Customize your documents on the go
Billing Statement Template
Fostering clear communication between you and your clients ensures that you get paid for your hard work and that your clients know what they are being charged for. Create detailed and professional client account statements so that your clients can see all activity on their accounts.
This type of document is also great to have on hand for your customer service representatives. That way, they can pull up past transactions in the event that a customer comes forward with an issue.
Free Billing Statement Template
- Communicate charges to clients
- Record purchasing histories and trends
- Create professional account statements
Billing Statements with FreshBooks
- Access client account records from anywhere
- Collaborate with team members
- Send files to clients online
- Store client information on cloud
Bank Reconciliation Template
During some transactions, the money is received by the bank on a different date than when the original bank paid the fee. In this situation, a buyer’s records don’t line up with your own. To fix this discrepancy, it can be accounted for in bank reconciliation statements.
Bank reconciliation is a more advanced accounting record that accounts for money leaving its origin and arriving to its destination. This sort of record is important to keep for money leaving and entering your bank account. You never want as much as a dollar to go unaccounted for.
Free Bank Reconciliation Template
- Create detailed bank reconciliation templates
- Track incoming and outgoing transactions
- Keep track of your cash flow
Bank Reconciliations with FreshBooks
- Prepare financial records with ease
- Automate your bookkeeping
- Avoid costly accounting issues
- Sync with your existing accounts
