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Simple Accounting (Demo) Company Name: Your Company Name

Get
Get Started!
Started! Record Income
Record Income Record Expense
Record Expense

Current Month Year to Date


Revenue: $0 2017 Revenue: $0

Expense: $0 2017 Expense: $0

Profit: $0 2017 Profit: $0

Copyright 2004-2017
Simpleplanning.com
04-048Income
Customize
Customize Find/Filter Customize
Find/Filter Customize
(Product,
(Product,Sales
SalesChannel,
Channel,etc.) (notes,
etc.) (notes,invoice
invoice#,#,etc.)
etc.)
Notes
Date Customer Category Description Amount
1/5/2016 Example.com Online Sales Product ABC $700.00 Paid
1/8/2016 ABC Company B2B Sales Custom product $7,200.00 Paid
1/11/2016 Consulting Group B2B Sales Custom product $4,800.00 Paid
1/14/2016 Main Street Shop Enter
Enter
Shop Income
IncomeTransactions
Sales Transactions Below
Below
Custom product $4,800.00 Paid
(transactions above
aboveare
arelocked for demo users) Next:
Next: Expenses
1/17/2016 Website Sales (transactions
Online Sales locked
ProductforFamily
demoA users) $5,400.00 Paid Expenses
04-049Expense
Customize
Customize Find/Filter Customize
Find/Filter Customize
(Product,
(Product,Sales
SalesChannel,
Channel,etc.) (notes,
etc.) (notes,PO
PO#,#,etc.)
etc.)
Notes
Date Vendor Category Description Amount
1/5/2016 Paypal Website Payment transaction fees $1,800.00
1/7/2016 FedEx Shipping $2,400.00
1/9/2016 USPS Shipping $1,200.00
1/11/2016 Supplier #1 Enter
EnterExpense
ExpenseTransactions
Materials Transactions Below
Below
Raw materials A $3,000.00
(transactions above are locked for Next:
Next: Reports
1/13/2016 Supplier #2 (transactions
Materials above are locked fordemo
demoBusers)
Raw materials users) $2,400.00 Reports
(insert company logo here) INVOICE
Your Company Name
www.webaddress.com
Street Address Invoice Number: 100
City, ST ZIP Code Date: 12/4/2017
Phone 805.555.1000 Fax 805.555.1001

Bill To: Ship To:


Customer C Customer C
ABC Company ABC Company
1 Street Address 1 Street Address
Boston Boston
MA 02113 MA 02113
customer@email.com customer@email.com

Item # Description QTY Unit Price Line Total

1 Product ABC 25 $ 15.00 $ 375.00


2 Product DEF 25 Jan May
3 Product GHI+D58 25 $ 10.00 $ 250.00

Subtotal $ 1,125.00
Tax rate 5%
Tax $ 56.25
Other $ -
Total $ 1,181.25
Make all checks payable to Your Company Name
If you have any questions concerning this invoice:
contact Name, Phone Number, E-mail

Thank you for your business!


Revenue & Profit by Month Your Company Name
Period: First Fiscal Month:

Revenue Profit Next:


Next:
25,000 P&L
P&L Statement
Statement

20,000

15,000

10,000

5,000

-
Jan Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Top Revenue Sources Your Company Name


Customize
Customizeview
viewon
onthe
Period: Full Year View by: Customer Income
the
Incomesheet
sheet
0 2 4 6 8 10 12
Top Expenses Your Company Name
Customize
Customizeview
viewon
onthe
the
Period: Full Year View by: Vendor Expense
Expensesheet
sheet

Expense by Month Your Company Name


Period: First Fiscal Month:

Expense
12,000

10,000

8,000

6,000

4,000

2,000

-
Jan Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
2017 Profit: $0
Note: The Profit & Loss Statement below is calculated for you.
Profit & Loss 2016 There is no need to enter figures manually on this sheet. Your Company Name
Customize
Customizeselctions
selctionson
onthe
the Period: First Fiscal Month: +Add quartly view
Income/Expense
Income/Expensesheet
sheet
2016 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
Jan Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 FY YTD
Revenue
ABC Company 7,200 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Website Sales 5,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Consulting Group 4,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Main Street Shop 4,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Example.com 700 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Total Revenue 22,900 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
+View more populated rows (click here then 'Unhide Rows')
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Cost/Expense
Supplier #1 3,000 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
FedEx 2,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Supplier #2 2,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Paypal 1,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
USPS 1,200 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
- Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Total Expenses 10,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
+View more populated rows (click here then 'Unhide Rows')
-Hide empty rows (click here then 'Hide Rows')

Profit 12,100 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 #N/A
Record Record Create Updates/
Home Reports Profit & Loss Customers
Customers Buy Now Help
Income Expense Invoice Add-ons

Customer List Your Company Name


Customer Name Company Name Street Address City State/Prov./Region: ZIP/Postal Code: Phone Email
Customer C ABC Company 1 Street Address Boston MA 02113
Customer A ACME Corp. 1 Street Address Boston MA 02113
Customer B Company Inc. 1 Street Address Boston MA 02113
Customer D Company DEF 1 Street Address Boston MA 02113
Customer BB Company Limited 1 Street Address Boston MA 02113

Customer
CustomerList
Listinformation
informationisisavailable
availablefor
for
auto-population
auto-population on the Invoicesheet
on the Invoice sheet

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