Google Sheets Reporting tutorial, I briefly share how you can send dashboard reports in just a few clicks inside our Google Sheets Bookkeeping template.
Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this Google Sheets Bookkeeping Toolkit here ➜
www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
✅ Discount code SHEETIFY10X for 10% off!
👉 Watch our full Google Sheets Bookkeeping template tutorial here ➜
czcams.com/video/7YyJmpenSHw/video.html
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate Google Sheets seamlessly with your favorite Google Apps.
No subscriptions, no fees, no monthly plan... Lifetime value with only one payment.
Shifting back to a Spreadsheet that many small business owners know and love.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
czcams.com/video/wZyRHq4HUoY/video.html (English)
czcams.com/video/qnFL4LfY4A8/video.htmlsi=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
czcams.com/video/YXee_JlN4As/video.html (English)
czcams.com/video/vTUQXwUaMP4/video.htmlsi=hM-tELmRdEm33IKl (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn how to generate invoices with Sheetify Bookkeeping:
czcams.com/video/rg-Alqu0hqg/video.htmlsi=1_cMSnyz7MmsXgIQ
👉 Learn how to use annual and monthly dashboards with Sheetify Bookkeeping:
czcams.com/video/DBZIhYrHzDg/video.html
👉 Learn how to set up Sheetify CRM:
czcams.com/video/wge-mq6hcNg/video.html
👉 Learn how to engage in email marketing with Sheetify CRM:
czcams.com/video/warVDXr2xME/video.html
👉 Learn how to use the dashboard inside Sheetify CRM:
czcams.com/video/zM1kHpfjPro/video.html
👉 Learn how to manage sales and client tasks with Sheetify CRM:
czcams.com/video/ZIVmOvGkoDc/video.html
👉 Learn how to manage inventory with Sheetify CRM:
czcams.com/video/5NlEftQwrY8/video.html
👉 Learn how to manage notes and interactions with Sheetify CRM:
czcams.com/video/RZ3t41LDpjE/video.htmlsi=scOy4ZDfKCJK8JLA
👉 Learn how to manage sales in Sheetify CRM:
czcams.com/video/8kMdZKpu8MU/video.html
👉 Learn how to capture and manage leads:
czcams.com/video/LDGfkTicK24/video.html
👉 Check out our most recent updates here:
www.sheetifycrm.com/blogs/updates
👉 Check out our Sheetify CRM tutorials page on our website:
www.sheetifycrm.com/pages/sheetify-crm-tutorials
👉 Can Google Sheets be used as a CRM? Let's find out:
www.sheetifycrm.com/blogs/updates/can-google-sheets-be-used-as-a-crm
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does Sheetify Bookkeeping offer?
- Manage Income (Manage income transactions).
- Manage Expenses (Manage expense transactions).
- Manage tasks (Manage tasks inside Sheetify or with the Google Task App).
- Add new records (No more scrolling down your sheet to the last entry).
- Scroll down (Quickly navigate to the last entry).
- Invoice Generator (Generate customer invoices in just a few clicks).
- Monthly Dashboard: Analyze monthly business performance.
- Annual Dashboard: Analyze annual business performance.
- 5-Year Dashboard: Analyze business performance for 5 years.
- Custom Dashboard: Analyze business performance between custom dates.
- Comparison Dashboard: Compare business performance between dates.
- Sales Tax Dashboard: Analyze business tax and fees.
- Balance Sheet: Analyze your balance sheet.
Thanks for watching and enjoy!
#bookkeeping #googlesheets #bookkeepingtemplate