Use our free accounting tools and templates to help speed up and simplify your accounting and bookkeeping workflow.
Accounting & Business Tools & Templates
Tools
Our accounting and bookkeeping tools help do the work for you. Use tools like invoice generators and business calculators to keep your business running smoothly.
Business tools
With the new business toolkit, you’ve got the right tools, right from the start. Learn how to set up your business for success and access tools and templates to get you started.
Create a custom invoice with QuickBooks’s free invoice generator. Our online invoice creator easily generates invoices that you can download, print, and send to your clients.
Use this free Goods and Services Tax (GST) calculator to quickly work out GST-inclusive prices.
Use this free Equity calculator to quickly work out the net value of your company.
Make tax time easier with the QuickBooks EOFY checklist for small businesses and self-employed.
Learn the essential steps to write a comprehensive business plan with our 10-step guide. Start planning your business today.
Payroll tools
Use our Free Timesheet Calculator to help you calculate an employee's hours and their gross pay on a weekly or bi-weekly basis. Try it out today!
Quickbooks’ pay and income tax calculator estimates your gross pay, tax deductions, and net pay. Simply enter your total income into our pay calculator.
Quickbooks’ payroll calculator. Select a plan to compare what you could be paying for QBO + Payroll with your 50% advisor discount.
Inventory management tools
Use our Cost of Goods Sold calculator to save time and quickly work out what the cost of goods sold is for your business.
Our Working capital calculator helps you manage your cash flow by allowing you to quickly calculate the working capital of your business
Use our beginning inventory calculator to quickly find out the value of your business inventory at the start of an accounting period.
Inventory turnover is a metric that helps businesses understand their efficiency. Use our calculator to quickly work out the efficiency of your business.
Use our Carrying Cost calculator to quickly work out the cost your business pays for holding inventory.
Use our Reorder point calculator to quickly work out the specific level at which the stock of your product needs to be replenished.
Use our SKU Generator to quickly create Stock Keeping Unit's to help organise your inventory.
Use our safety stock calculator to quickly work out the level of extra stock for products your business should be storing.
Use our Lead Time Calculator to quickly work out the time lag between when an order is placed and when an order is received.
Templates
Use our free business templates to keep your documents looking consistent and professional while saving time and money.
Invoicing Templates
Whether you’re a freelancer or a small business owner, you can download a free invoice template for your specific needs. You can create and send professional invoices as a PDF, in Excel or as Google sheets, and in Microsoft Word or in Google docs.
Get ideas to help navigate the process of invoicing your clients. Running a business can be hectic, but our small business invoice template can help you save time and create professional invoices.
If you're the type of freelance consultant that bills clients by the hour, simplify your billing process and save time with our free time invoice template.
A commercial invoice is one of the most important documents whenever you ship goods internationally. Learn how to download and use a commercial invoice template.
Download our free electrician invoice template and learn how QuickBooks Online can help you automate your invoicing systems as a contractor.
Elevate your invoices with a free downloadable consulting template from QuickBooks, or learn how to make your own professional, efficient invoices.
Refine your invoicing process with a free, customisable, downloadable template from QuickBooks.
Get a professional invoice template for your trades business, or learn how to create your own tradie invoice template from scratch, in this complete guide.
Use our free QuickBooks handyman invoice template and learn what you should include in your invoices to not only keep your clients satisfied, but keep records.
Learn how to design your own roofing invoice template for your clients, or download our free template to get started today.
Create a professional architecture invoice with free download and save time with QuickBooks invoicing software
Download our free carpentry invoice template perfect for Tradies and learn more about why invoices are essential for carpenters and what key elements you should include.
Find out more about invoicing as a medical professional and what you should include. Download our free medical invoice template to make things easier.
Learn how to customise a professional lawyer’s invoice template or how to create one from scratch in this actionable guide.
Payroll Templates
We provide customisable and compliant payslip templates ready for your final touch.
Business Templates
QuickBooks' balance sheet software saves you time. Download our Excel template today, which includes a simple balance sheet example.
Find out what an income statement is, when you would use one, and power up your business with an income statement template from QuickBooks.
Learn what an Expense Report is, what an Expense Report includes, when you would use an Expense Report, steps to prepare an Expense Report, and use our Expense Report template.
Understand your business finances better with a free profit and loss (P&L) statement template
Download a free cash flow statement template, learn how to prepare a cash flow statement, and discover the direct and indirect methods of cash flow statements.
Use our inventory template for excel to help you quickly manage your purchase and sales orders and optimise stock controls.
Want to learn how to write a winning small business proposal? Use this free business proposal template, featuring 10 steps to help you pitch like a pro.
Late payments from customers can be tough to deal with. This guide outlines how to follow up when payments are overdue and includes templates to help you get started on your follow-up notifications.
Use our holiday card templates for your business to foster close client relationships this Christmas and New Year.
Manage your time off and fully relax on your holiday with our out of office email templates.
Whether you're a sole trader or small business just starting out, or you want to relook at your business, you can download a free business plan template from QuickBooks.
Start growing your business with a free marketing plan template for sole traders and small businesses.
Frequently asked questions
Business tools are any type of system, application or solution that helps a business perform better. Small business tools make running a business much easier and they’re designed to be fast and easy to use. They can help with productivity, and save time and money. Business tools can be as simple as utilising Google Drive. It can include any software for small business, file sharing programs, a mobile app, or online accounting tools like QuickBooks.
Specific types include: Accounting tools for business decision making, Task management tools, Social media, Email, Marketing automation, Meeting scheduling programs, Financial statements accounting tools, Bookkeeping tools, Google Docs, E-signatures program, Customer Relationship Management systems and more.
Accounting tools for small businesses are digital solutions which help businesses keep track of finances. Online accounting tools make it easy to determine and keep track of overhead costs, cash flow, income and expenses, and profit margins. Accounting software for small business can also assist with budget planning. This tools & templates page offers a number of free tools available online.
QuickBooks, for example, is a tool used by businesses to help manage their accounting. It keeps track of and organises your finances, automates your bookkeeping, billing and employee hours, as well as helping you manage tax, budgets, ledger accounts, bank accounts and inventory.
Accountants are always looking for the most effective ways to manage their client’s finances and QuickBooks is just one program they use to do so. When a client uses QuickBooks, they can share access with their accountant so that it is easier to complete monthly, quarterly and annual reporting for the tax office. Accountants may also use a project management system, a CRM, a paper-free document management system for file sharing, and a quality computer that provides fast, efficient access to online software like QuickBooks.
Accounting calculators are used by accountants and business owners, providing insights into a range of financial metrics, such as profit margins, cash flows, expenses, interest, taxes, as well as:Sales forecast, Handling fee, Retail price, Lead time, Carrying cost, Safety stock, Reorder point, Inventory turnover, Working capital and Beginning inventory.
They are easy-to-use and generally require you to collect and input relevant information (which will be explained on the specific calculator’s page) to give you a better idea of your financial position. For example, a lead time calculator helps you to calculate the lead time you need for a product. Simply follow the instructions on the relevant calculator page.
Just as business templates make life easier for business owners, accounting templates assist with the financial aspects of a business. From financial statement analysis to general ledger templates, cash flow templates to chart of accounts templates, templates are downloadable and can be customised to suit the needs of your business, from a basic bookkeeping excel template to a more substantial accounting solution. You can also import templates into your small business accounting software, such as QuickBooks.
Free business templates can save you abundant time, but can that information be uploaded to QuickBooks? The answer is yes! QuickBooks supports importing the following information: Bank Transactions, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, Bills and Journal Entries.
You can learn more about how to import data from excel in our video guide or support page.
- QuickBooks reserves the right to change pricing, features, support and service at any time. Prices are in AUD and include GST. See our Terms of Service for further information.
- Pricing: All prices are in AUD and include GST.
- ProAdvisor Program: Please find the terms of our ProAdvisor program here.
- 75% off for 6 months: For new subscribers, enjoy a 75% discount off the current monthly retail price for QuickBooks Self-Employed, QuickBooks Online Simple Start, QuickBooks Online Essentials or QuickBooks Online Plus for the first 6 months of your subscription (Offer). The discount will applied from the date of your enrolment and will continue for 6 months. From month 7, you will be charged the then current monthly retail price for your subscription. See current prices here. QuickBooks Payroll and QuickBooks Time prices are not eligible for any discount and will be invoiced separately according to your usage on a monthly basis during your subscription. Intuit reserves the right to request information to verify the eligibility of a purchaser of the Offer. Acceptance of such verification information is at the reasonable discretion of Intuit, which may revoke the Offer and impose a monthly cost for the subscription at the then current retail prices, at any time if it considers the purchaser is ineligible for the Offer.
- 50% off for 12 months: For new subscribers, enjoy a 50% discount off the current monthly retail price for QuickBooks Self-Employed, QuickBooks Online Simple Start, QuickBooks Online Essentials or QuickBooks Online Plus for the first 12 months of your subscription (Offer). The discount will applied from the date of your enrolment and will continue for 12 months. From month 13, you will be charged the then current monthly retail price for your subscription. See current prices here. QuickBooks Payroll and QuickBooks Time prices are not eligible for any discount and will be invoiced separately according to your usage on a monthly basis during your subscription. Intuit reserves the right to request information to verify the eligibility of a purchaser of the Offer. Acceptance of such verification information is at the reasonable discretion of Intuit, which may revoke the Offer and impose a monthly cost for the subscription at the then current retail prices, at any time if it considers the purchaser is ineligible for the Offer.
- 30% off for 3 months (Advanced): For new subscribers to QuickBooks Online Advanced, enjoy a 30% discount off the current monthly retail price for the first 3 months of your subscription (Offer). The discount will apply from the date of your enrolment and will continue for 3 months. From month 4, you will be charged the then current monthly retail price for your subscription. See current prices here. QuickBooks Payroll and QuickBooks Time prices are not eligible for any discount and will be invoiced separately according to your usage on a monthly basis during your subscription. Intuit reserves the right to request information to verify the eligibility of a purchaser of the Offer. Acceptance of such verification information is at the reasonable discretion of Intuit, which may revoke the Offer and impose a monthly cost for the subscription at the then current retail prices, at any time if it considers the purchaser is ineligible for the Offer.
- 30% off for 12 months (Advanced): For new subscribers to QuickBooks Online Advanced, enjoy a 30% discount off the current monthly retail price for the first 12 months of your subscription (Offer). The discount will apply from the date of your enrolment and will continue for 12 months. From month 13, you will be charged the then current monthly retail price for your subscription. See current prices here. QuickBooks Payroll and QuickBooks Time prices are not eligible for any discount and will be invoiced separately according to your usage on a monthly basis during your subscription. Intuit reserves the right to request information to verify the eligibility of a purchaser of the Offer. Acceptance of such verification information is at the reasonable discretion of Intuit, which may revoke the Offer and impose a monthly cost for the subscription at the then current retail prices, at any time if it considers the purchaser is ineligible for the Offer.
- 30% off for 3 months (existing subscribers): For existing QuickBooks subscribers who upgrade to QuickBooks Online Essentials, Plus or Advanced, enjoy a 30% discount off the current monthly retail price for 3 months of your subscription (Offer). The discount will be applied from the date you upgrade in-product and will continue for 3 months. From month 4, you will be charged the then current monthly retail price for your subscription. See current prices here. QuickBooks Payroll and QuickBooks Time services and prices are not eligible for any discount and will be invoiced separately according to your usage on a monthly basis during your subscription. Intuit reserves the right to request information to verify the eligibility of a purchaser of the Offer. Acceptance of such verification information is at the reasonable discretion of Intuit, which may revoke the Offer and impose a monthly cost for the subscription at the then current retail prices, at any time if it considers the purchaser is ineligible for the Offer.
- Free Trial: First thirty (30) days of subscription to QuickBooks Online, QuickBooks Self-Employed and QuickBooks Payroll (including QuickBooks Advanced Payroll), starting from the date of enrolment, is free. During the free trial, you may pay any number of employees using QuickBooks Payroll free of charge. To continue using QuickBooks after your 30-day trial, you'll be asked to present a valid credit card for authorisation and you'll be charged monthly at the then-current fee for the service(s) you've selected.
- QuickBooks Payroll powered by Employment Hero: Payroll services are offered by a third party, Employment Hero. QuickBooks Payroll is only accessible via QuickBooks Online subscriptions. You will be charged $5.00 (incl. GST) per month for each ‘active employee’ paid using QuickBooks Payroll. An ‘active employee’ is one who has been paid at least once in the billing month. For Advanced Payroll, there is an additional monthly subscription fee of $10 (incl GST). Pricing, terms and conditions, including service options, are subject to change.
* Employment Hero was voted the leading payroll solution for SMBs <50 employees (Australian Payroll Association 2021 Payroll Benchmarking Study)
- Customer support: Call or chat to an expert for QuickBooks Online Accountant, QuickBooks Simple Start, Essential, Plus, and Advanced or use in-product QB Assistant and chat for QuickBooks Self-Employed. You'll also find useful resources in the QuickBooks Community.
- Compatible Devices: QuickBooks Online, QuickBooks Self-Employed and QuickBooks Payroll require a computer with Internet Explorer 10, Firefox, Chrome, or Safari 6 and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. QuickBooks Online and QuickBooks Payroll are accessible on mobile browsers on iOS, Android, and Blackberry mobile devices. Devices sold separately; data plan required. QuickBooks Payroll cannot be used on the mobile apps. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
- Get paid faster: Get paid 2.5x faster invoicing with PayPal
* PayPal and QuickBooks customers get paid on average in less than 5 days, which is over 7 days faster than the average for invoices that get paid with other payment methods. Data is for paid invoices that were created in QuickBooks in Australia between 23.05.22 and 23.11.22
- Tax deductions: Tax deductions not guaranteed due to being subject to user data entry errors. Mileage calculation provided by the Australia Taxation Office - 85 cents per kilometre for the 2023-2024 income year. To a maximum of 5,000 business kilometres per car (Deductions are only applicable to cars)
- Customer Service Awards: Excellence in Customer Service Award at the CX Australia Awards 2022
- Multiple file discount: Multiple file discount applies to QuickBooks Australia customers only and valid when signing up for more than one QuickBooks Online subscription in one order. Further terms and conditions available here. Not applicable to QuickBooks Self Employed.
- Reviews: GetApp, Capterra, Google Play Store, Apple App Store reviews as at date 08/01/24.
- Cost per day claim: Based on a QuickBooks Simple Start Plan at its regular retail price of $25 per month and a 31 day month.
- Cost per day claim (annual): Based on a QuickBooks Simple Start Plan at its regular retail price of $270 per year and a 365 day year.
- Annual Billing: You may pay for your QuickBooks Online subscription on an annual, upfront basis to enjoy a discount on the current fees. If you use QuickBooks Payroll powered by Employment Hero, your payroll costs will still be charged monthly to your nominated payment method in accordance with your usage as set out here. If you cancel your QuickBooks Online subscription within the pre-paid 12 month period, you will not be eligible for a refund, but will retain full access to your QuickBooks Online subscription for the remainder of the 12-month period. Unless cancelled by you prior, your annual subscription will auto-renew on the 12 month anniversary of your sign-up date using the billing details you have given us. Discounts, prices, terms and conditions are subject to change.
- Over 7 million customers: Based on number of global QB customers (ecosystem) (7.1m) worldwide as of October 2022.
- Free Onboarding: Applicable to Buy Now subscriptions on QuickBooks Simple Start, Essentials and Plus plans. Not available for QuickBooks Self-Employed.
- Save Hours: Save up to an average of 29 hours per month with QuickBooks.
- * Based on a survey conducted by Intuit Australia Pty Ltd in September 2022. Time saving is in comparison to previous accounting method, based on 184 responses from customers that saw time savings.
- Get access to QuickBooks Tax: ***Access QuickBooks Tax, powered by LodgeiT, by becoming a member of the QuickBooks ProAdvisor Program (it’s free to join). Find out more about the ProAdvisor Program here, including the terms of the QuickBooks Tax offer in the Program here.
- QuickBooks Time Disclaimers & Offers for Australia: For Important pricing offers and disclaimers with further information, please see here.
- *Full terms and conditions for access to QuickBooks Tax, powered by LodgeiT as part of the the Proadvisor Program can be found here. QuickBooks reserves the right to change pricing, features, support and service at any time.
- **Intuit conducted a study involving 56 interviews with accountants and bookkeepers who used Books Review for BAS preparation between March to December 2021 and found that when using Books Review, participants reduced the time spent preparing their clients BAS Reports by around 40%.
- Our Terms of Service apply to all QuickBooks Online subscriptions. Please review them carefully.
Useful links
Mobile Apps
QuickBooks Online
QuickBooks Self-Employed
QuickBooks Workforce
