Small businesses do not want to spend much time on things which does not add to their revenue. I understand it and 4 years back when I started practicing as a qualified chartered accountants, I made on accounting application using Microsoft Office Excel (MS excel). This excel file is capable of generating invoice, booking expenses, generating profit and loss account, trial balance and other various reports.

I made this file for my own purpose to issue invoices/bills to my clients. Later on this file was shared by me on various platforms to help other small business owners.

I made 2 type of utilities one for businesses dealing in physical goods with sales tax and another for service providers. You can use this MS Excel file to manage accounting of your small business.

However please note that, now I have completely stopped any type of support for this file. I am now using Tiktant to manage all my accounting. I will advice you to use Tiktant for your business accounting, it is also coded by me.

I used this file for 4 years and believe me it made my life easy. Benefits of using this MS excel file for your profession will help you in better invoicing.

It used to take only 55 seconds to create an invoice.

Being a chartered accountant is a good feeling. A chartered accountant has the basic knowledge of all businesses.

May be it is Software, hardware or any other business. The best part is the practical training we get while studying.

In my practical training i was a lazy guy and wanted to do things in as less time as possible. These continuous efforts to do things in a simple and faster way introduced me to the Excel Macros.

And using Excel Macros i have created an Excel file using which one can maintain all his accounts in a single file.

The benefits of this excel accounting utility are:

  1. It takes me less than half second to create a bill for my clients
  2. Can reprint any bill at any time, since these stored in excel file itself
  3. Know the balance of any client at fingure tips
  4. No installation required
  5. Data is in excel, you can copy the raw data and generate as many reports as you want
  6. No license to use, no expiry period
  7. Trial balance, Profit and loss account and Balance sheet at a click
  8. TDS balance, service tax balances at a click

Raise Bills using MS Excel File

Bills are saved in Excel File for future prints or reference

See cutomerwise details of Bills raised in Excel File

Receive payments and issue payments

Track Customer balances and generate reports as you wish in this MS Excel File

Download the accounting in Excel file and start using it today to save cost and generate the bills with ease without any hassle. 

Latest version of Accounting in excel is available in replies down

Posted 3 years, 1 month ago by CA Pulkit Sharma

Its amazing file and best part is the size of file. Its not even 200kb. The easiest way to generate bills for professionals using excel file.

Going to use it to generate bills. Great part is it saves the bills in chronological order and we can see the older bills by just replacing the invoice number.

Easy to use, easy to carry. Just a plug and play utility for accounting. Hope to see more invention from you.

Posted 3 years, 1 month ago by Rahul Rai

Tried this excel file. Its really simple and fast. Being a professional, even i have to generate bills for consultancy.

Using tally was a big problem. You have to come to desktop and than generate the bills.

But in this file we can store it in a Pendrive and use wherever we want. Bills are stored in file itself, we can check previous bills too!!!!

Fast database and faster are the reports.

Though some improvements to be done here.

Posted 3 years, 1 month ago by Stock Guru

Thank you all for the much required appreciation.

Use this excel file to meet your daily accounting needs. I know some of the things are need to be improved like, the Invoice format looks like that of trading company.

The address of issuing party will be on top, just like tally. But you can change it as per your requirements by doing some formullas in a seperate sheet.

You can format the invoice design as per your requirements. Just creat one more sheet and design you format, than link the sheet to original invoice. I will teach this full once the file get more review.

Posted 3 years, 1 month ago by CA Pulkit Sharma

Wow, this is such a tiny yet powerful tool to handle the accounts of entire organisation in an excel file. It is a an easy to use excel accounting package which requires least accounting knowledge to handle. The reports are also great which is generated in a single click. The greatest advantage of this excel accounting package is its simple yet effective gui which resembles a mini program of a oracle or a c++. 


Thank you pulkit for writing such a good program for common man and small businessman. I would like to buy a full version of this software , kindly contact me

Posted 3 years, 1 month ago by Half-God Half-Man

This file is of full version. Its free of cost. The main aim of crafting this file was to make accounting less costly for startups, how could i charge it.


And will be free forever. However even i may charge for additional excel programming assignments if i receive!!!

But ofcourse the general terms like not tempering the file or making any alternation to ui is prhibited.

Posted 3 years, 1 month ago by CA Pulkit Sharma


I am using the PSA accountant4 excel software. I am unclear how to edit 'new account' entries. In case I categorise an account wrongly as asset and have clicked 'update button', and later wish to change it as liability, is it possible?

What about editing data entry section after pressing 'update' button?'



- See more at:

Posted 2 years, 11 months ago by Sarada Ramaswamy

Sarada Ramaswamy 

I pity your state. Seriously, this excel software was just created for fun. There are lots of bugs and its a very basic excel tool. Dont expect any support from the so called PROGRAMMER :P

Posted 2 years, 11 months ago by Half-God Half-Man

support is given. His doubts are solved in another thread he created. His doubts are solved here the very next day he asked.

Vedanta, you are a CA and know that we CA dont do anything for fun its a serious business.

Posted 2 years, 11 months ago by CA Pulkit Sharma

We are expected to be serious professionals not serious businessmen.

Posted 2 years, 11 months ago by Half-God Half-Man

I talking of business of posting and sharing on tikshare, including the excel file. Business does not mean earning, when someone says mind your own business that means do what you are doing and dont jump in matters of others.

CA is my profession, posting on tikshare is my non-profit making business.

Posted 2 years, 11 months ago by CA Pulkit Sharma

So only i m telling have clarity both in your thought and expression. You may be clear in your ideas, but express it properly and dont mislead readers.

Posted 2 years, 11 months ago by Half-God Half-Man







Posted 2 years, 9 months ago by Harish Kumar

I have made on video and uploaded on YouTube. You watch the video at this link, Watch Accounting in Excel Video.

Posted 2 years, 5 months ago by CA Pulkit Sharma

As an Excel lover and an accountant, I am looking forward to looking at your file. This is a fantastic share.

Posted 2 years, 5 months ago by paula guilfoyle

Thank you Paula, please download the file and give your valuable review.

Posted 2 years, 5 months ago by CA Pulkit Sharma

Hi Pulkit,

I have just downloaded the file i will be needing some help from you. Please provide me ur Mobile no.


Dipesh Suvarna

Posted 2 years, 1 month ago by Dipesh Suvarna

Whatever doubts you have ask it on forum itself will be happy to help.

Posted 2 years, 1 month ago by CA Pulkit Sharma

Here is the latest version with some changes:

Accounting in MS Excel for small business

You can download this accounting file 

Posted 1 year, 11 months ago by CA Pulkit Sharma

I made the same file earlier and uploaded on a site as Sataxsolution excel file. Please note that Satax Solution is no longer active and you can use this same file instead of earlier one.

Satax solution file is same as this file but this is a full version instead of a demo.

Posted 1 year, 4 months ago by CA Pulkit Sharma

Can I have the password for the uprocted sheets in it as I wish to use this fully for my new set up firm.


I also need your help for my start up for the legal documents and registration

Posted 11 months, 1 week ago by Mayank Verma

Hi Mr. Sharma,

I have tried the sheet and it is amazinig. I am in UAE and I am trying to use for my small business for accounting

 I have below few quires

1. I want to use currency symbol in AED

2. i want to remove the service tax and tax number

3. How can i edit, if my entries goes wrong and i want to change the value for invoice

4. i see ones the invoice generate , it cannot be chage or recover


Rajesh KM

Posted 10 months, 1 week ago by Rajesh Mourya


i want a s/w or excel sheet that manage all the customer details like selling , amt , cash , deposite etc..

and at the end we can add or delete that details and save it..and finally we can take print out of that customer details.

Posted 6 months, 3 weeks ago by Kashish Shah

 Sir the link is not working for 

i want to download accounting in excel file for my small bussiness. please provide me if available.


Posted 3 months, 4 weeks ago by MIT PARMAR

There seems to be some problem with links due to redesign of site going on. Meanwhile try Tiktant, its a great online software for accounting and office management.

I am using it for my firm.

Posted 3 months, 4 weeks ago by Rahul Rai

Dear all,

File downloading error is resolved and now you can download the files. Thank you for your patience.

Posted 3 months, 4 weeks ago by CA Pulkit Sharma



I am an Accounting Professional. 'tis a wonderful program you have here.  However, I would like to know the password in your visual basic editor as I have been practicing my VBA for accounting purposes. I'm very much interested in the basics of linking one accounts to another. Should your favor this request kindly email me at



Posted 3 months, 3 weeks ago by Mark Eduard Mejia

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