Free bookkeeping templates
Free spreadsheet templates for small businesses: a contractor payment tracker that flags which payees likely need a 1099, a monthly bookkeeping close checklist, and industry charts of accounts you can import into QuickBooks Online, Xero or Google Sheets. No sign-up needed.
Contractor Payment Tracker + 1099 Readiness Sheet
Log contractor payments through the year and see who is likely to need a Form 1099-NEC or 1099-MISC, using the 2025 and 2026 federal thresholds from our verified tax data. It also flags missing W-9s. It never stores tax ID numbers.
Download the tracker (.xlsx) (89 KB) · Check a single payment with the 1099 Filing Checker
Monthly Bookkeeping Close Checklist
A month-end checklist for reconciliations, receivables, payables, payroll, sales tax, inventory, fixed assets and review, with progress tracking.
Download the checklist (.xlsx) (11 KB)
Chart of accounts by industry
A numbered chart of accounts with industry-specific accounts and import notes. Use the .csv file for Google Sheets or a software import.
| Industry | Excel | CSV |
|---|---|---|
| E-commerce & retail | Download .xlsx (17 KB) | Download .csv (13 KB) |
| Real estate | Download .xlsx (17 KB) | Download .csv (12 KB) |
| Technology & startups | Download .xlsx (17 KB) | Download .csv (13 KB) |
| Healthcare & medical | Download .xlsx (17 KB) | Download .csv (12 KB) |
| Hospitality & food service | Download .xlsx (18 KB) | Download .csv (14 KB) |
| Construction | Download .xlsx (17 KB) | Download .csv (13 KB) |
| Agriculture & farming | Download .xlsx (18 KB) | Download .csv (14 KB) |
| Energy & utilities | Download .xlsx (17 KB) | Download .csv (13 KB) |
Disclaimer: These templates provide general estimates for educational purposes and is not tax, legal or accounting advice. Results depend on facts not captured here. Consult a qualified professional before acting.
