{"product_id":"electrician-bookkeeping-invoice-tracker","title":"Electrician Bookkeeping and Invoice Tracker","description":"\u003cp\u003eThis electrician bookkeeping spreadsheet starts with the income and costs of electrical work instead of a chart of accounts made for a shop. It is for self employed electricians and small electrical business owners who want their invoices, mileage, tax estimate and profit in one workbook.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eCategories written for the trade\u003c\/h2\u003e\u003cp\u003eGeneric ledgers offer product sales and service income. Here the income and expense lines describe what an electrician actually earns and spends, and both are dropdowns, so a year of entries adds up without near-duplicate categories.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e Domestic work, Commercial work, Testing and certification, and EV and solar\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e Materials, Subcontractors, Tools and test gear, Certification and scheme, and more\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eCertification is revenue, not overhead\u003c\/h2\u003e\u003cp\u003eAn EICR is billable work, while a scheme membership is a cost. A generic chart of accounts has a place for neither. This one records testing and certification as its own income line, so you can see what that side of the business earns.\u003c\/p\u003e\u003ch2\u003eInvoices and mileage\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices:\u003c\/strong\u003e an invoice tracker for invoices raised, sent, paid and overdue\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e a mileage log with each trip given a reason from a dropdown, such as site visit, wholesaler, quote visit or callout, with the year totaled\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eThe rest of the ledger\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome and Expenses:\u003c\/strong\u003e 500 rows each\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly and Quarterly:\u003c\/strong\u003e totals by period, which is how tax gets filed\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEstimated Tax:\u003c\/strong\u003e an amount set aside as you go\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss:\u003c\/strong\u003e built from the same two lists\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients:\u003c\/strong\u003e 10 client records with what each has been worth\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances and Dashboard:\u003c\/strong\u003e what the business holds, and the full picture\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here and Setup:\u003c\/strong\u003e setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eA bookkeeping spreadsheet, not an accountant. Tax rates and what you can claim are yours to set and yours to check.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked year with 308 income entries and 366 expense entries kept at a 21.5% margin, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready the moment payment clears. The spreadsheet is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eCan I track invoices that are overdue?\u003c\/h3\u003e\u003cp\u003eYes. The Invoices tab follows each invoice as raised, sent, paid or overdue.\u003c\/p\u003e\u003ch3\u003eWhere does testing and certification work go?\u003c\/h3\u003e\u003cp\u003eIt has its own income line, Testing and certification, separate from domestic, commercial and EV and solar work.\u003c\/p\u003e\u003ch3\u003eWill it calculate my tax?\u003c\/h3\u003e\u003cp\u003eIt sets aside an estimated tax amount as you go. It is a bookkeeping spreadsheet, not an accountant, so tax rates and what you can claim are yours to set and check.\u003c\/p\u003e\u003ch3\u003eHow does the mileage log work?\u003c\/h3\u003e\u003cp\u003eEach trip has a reason from a dropdown, such as site visit, wholesaler, quote visit or callout, and the year is totaled.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597867253854,"sku":"OPX-137","price":29.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/electrician-bookkeeping-invoice-tracker-01.jpg?v=1790832709","url":"https:\/\/opxviashop.com\/products\/electrician-bookkeeping-invoice-tracker","provider":"OPXVIA","version":"1.0","type":"link"}