{"id":11895,"date":"2020-11-04T11:24:04","date_gmt":"2020-11-04T10:24:04","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=11895"},"modified":"2025-12-18T00:06:55","modified_gmt":"2025-12-17T23:06:55","slug":"modele-de-compte-de-resultat-automatise-pour-google-sheets","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/fr\/blog\/finance-templates\/automated-income-statement-template-for-google-sheets\/","title":{"rendered":"Mod\u00e8le de compte de r\u00e9sultat dans Google Sheets"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;sheetgo-post&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;54px|0px|2px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221; da_disable_devices=&#8221;off|off|off&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>For small to medium-sized enterprises (SMEs), creating an income statement can be a time-consuming and costly process. Also referred to as a <strong>profit and loss statement <\/strong>(PnL),<strong> revenue statement<\/strong>, or<strong> operating expenses statement<\/strong>, an income statement helps you measure the performance of your company. On top of that,\u00a0 it can be used to secure financing as well as to calculate and pay taxes.<\/p>\n<p>An income statement is one of the three main financial statements for reporting. It summarizes company revenues and expenses over a specific period of time. It differs from a cash flow statement in that it is based on the accrual of expenses and revenues for accounting purposes rather than for payment. Finally, there is the balance sheet, which summarizes your assets and liabilities.<\/p>\n<p>Essentially, an income statement shows directors and investors whether or not the company made money during that accounting period.<\/p>\n<p>Normally, you have to manually collect and enter data into accounting software to create an income statement. Many small companies send that data to an external accountant &#8230; and then wait for the accountant to process it.<\/p>\n<p>Using an income statement template enables you to generate your own income statements automatically, in-house, with the data you already have.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Why use Google Sheets to create an income statement?<\/h3>\n<ul>\n<li>Flexible: Google Sheets lets you manage and analyze your financial data in the way that suits your business. Whenever you need to change the system you can simply adapt the spreadsheets \u2014 without accounting software or IT support.<\/li>\n<li>Accessible: Because Google Sheets is cloud-based, your accountants or admin staff can access and transfer their data at any time, from their phone or laptop.<\/li>\n<li>Compatible with everything: Every piece of software on the planet integrates with Google Sheets. This means that if your company has data in other programs, you can easily import that information straight into Google Sheets.<\/li>\n<li>Easy to use: Most people in your company probably already use spreadsheets and Google Sheets is user-friendly for beginners. As a result, the system is easy to maintain and onboarding your team is quick and simple.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS1.png&#8221; alt=&#8221;income-statement-dashboard&#8221; title_text=&#8221;AIS1&#8243; _builder_version=&#8221;4.22.2&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>How to get started<\/h3>\n<p>This spreadsheet-based workflow template is a pre-built system that allows you to pull together real-time income and expenses data from across the company. The template merges this data to generate an automated monthly income statement, as well as income and expenses reports.<\/p>\n<p>The template can be used by companies of all sizes. It provides teams with a user-friendly way to collect and share income and expenses data while generating automated reports and dashboards for accountants and company directors.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F6F8F9&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; ab_subject=&#8221;on&#8221; ab_subject_id=&#8221;2&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Sign up for Sheetgo and start generating your <span style=\"background-color: rgba(41,121,255,0.2);\"><span>income statement<\/span><\/span> automatically<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/templates\/income-statement&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;INSTALL FREE TEMPLATE&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|true|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; ab_goal=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>What\u2019s a spreadsheet-based workflow template?<\/h3>\n<p>A regular spreadsheet template is a single file containing pre-built charts and formulas. In contrast, a Sheetgo workflow template is an interconnected system. It consists of multiple Google Sheets files that transfer data between them.<\/p>\n<p>This allows team members to work in their own private spreadsheet while sharing data with managers automatically. As a result, accountants and company directors get an automated income statement, without having to gather and collate data manually.<\/p>\n<h5>A spreadsheet-based workflow template gives you:<\/h5>\n<ul>\n<li>Organization and data privacy: Each file is dedicated to one task, for better data protection and accuracy. Instead of working in a large shared spreadsheet, colleagues record financial data in their own personal spreadsheet. Sheetgo connections export this data to the manager\u2019s master sheet automatically.<\/li>\n<li>Scalability: You can build upon your Google Sheets-based system as your company grows. It&#8217;s easy to expand the workflow by connecting more spreadsheets, without redesigning the system or switching to a new solution.<\/li>\n<li>Integration: Google Sheets is compatible with everything, so accountants and managers can easily import and combine data from other software packages. In a couple of clicks, you can connect data from Operations, Sales, or other company workflows to create an integrated financial management system.<\/li>\n<\/ul>\n<p><em>Generate automated income reports from your spreadsheet data:<\/em><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/Income-statement-\u2013-1.png&#8221; alt=&#8221;income-statement-accrual-mapping-input&#8221; title_text=&#8221;Income statement \u2013 1&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>What you get with this template:<\/h3>\n<p>When you install the Sheetgo Income Statement template, three Google Sheets files with pre-built Sheetgo connections are saved to your Google Drive:<\/p>\n<ul>\n<li>One <strong>Expenses Inputs<\/strong> spreadsheet. Share this file with the person(s) responsible for payments. These expenses might include taxes, purchases, salaries, and other outgoings.<\/li>\n<li>One <strong>Income Inputs<\/strong> spreadsheet. Share this file with the person(s) responsible for processing invoices. Every time the company receives money, they log it here in this spreadsheet.<\/li>\n<li>One <strong>Automated Income Statement<\/strong> master sheet, for the CFO, accountant, or administrator. Here they get an automated income statement, an expenses report, and an income report.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/Income-statement-template_overview.png&#8221; alt=&#8221;Income statement template&#8221; title_text=&#8221;Income statement template_overview&#8221; align=&#8221;center&#8221; module_class=&#8221;sheetgo-post-no-shadow-img&#8221; _builder_version=&#8221;4.22.2&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>How to install the workflow template<\/h3>\n<p>Click the blue button below to get started.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/templates\/income-statement&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;INSTALL FREE TEMPLATE&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|20px|0px|false|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<ol>\n<li>Login to Sheetgo with your Google, Microsoft, or Dropbox account.<\/li>\n<li>Click <strong>Install template<\/strong>.<\/li>\n<li>Wait a few moments while Sheetgo creates copies of the files and connects them.<\/li>\n<\/ol>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>How the template works<\/h3>\n<p>The income statement master sheet opens inside Sheetgo.<\/p>\n<p>To open the <strong>Income Inputs <\/strong>or<strong> Expenses Inputs<\/strong> file, click <strong>Workflow<\/strong> in the sidebar on the side of the screen.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/Income-statement-\u2013-2.png&#8221; alt=&#8221;income-statement-open-workflow-bar&#8221; title_text=&#8221;Income statement \u2013 2&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>How to use the income statement template<\/h3>\n<h4>Step 1: Set up the master sheet<\/h4>\n<p>Firstly, you need to select which year you want to create a statement for. In the Income Statement master sheet, go to the <strong>Instructions<\/strong> tab and enter the year in the <strong>Initial Input<\/strong> box.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS4.png&#8221; alt=&#8221;income-statement-initial-input-year&#8221; title_text=&#8221;AIS4&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Step 2: Configure the Income Inputs sheet<\/h4>\n<p>Secondly, open the <strong>Income Inputs<\/strong> file by clicking on <strong>Workflow<\/strong> on the side of the screen.<\/p>\n<p>This is the spreadsheet where your colleague(s) responsible for processing invoices can enter company income.<\/p>\n<p>In the <strong>Instructions<\/strong> tab, enter the year.<\/p>\n<p>Note that the <strong>Income<\/strong> tab contains sample data to show you how the template works. You or your colleague can simply delete this data or overwrite it.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS5.png&#8221; alt=&#8221;income-inputs-income-tab&#8221; title_text=&#8221;AIS5&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>To share this spreadsheet with your accountant or the person responsible for processing invoices and income, click <strong>Edit in new<\/strong> and the file will open in a new tab in your browser.<\/p>\n<p>If you want to automate the data entry process, you can connect other spreadsheets to this file using Sheetgo connections. You can also use <a href=\"https:\/\/www.sheetgo.com\/blog\/google-sheets-features\/how-to-connect-google-forms-to-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Forms<\/a> to ensure data validation and gather data from other departments without sharing this file.<\/p>\n<p>Once your colleagues have started entering data in the <strong>Income<\/strong> tab, the template creates automated income reports in the <strong>Accrual Mapping<\/strong> and <strong>Summary per Month<\/strong> tabs automatically.<\/p>\n<p>As you can see, these tabs have a padlock icon to remind you not to edit this data.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F6F8F9&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Start generating your <span style=\"background-color: rgba(41,121,255,0.2);\"><span>income statement<\/span><\/span> automatically<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/templates\/income-statement&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;INSTALL FREE TEMPLATE&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|true|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS6.png&#8221; alt=&#8221;income-statement-summary-per-month&#8221; title_text=&#8221;AIS6&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Step 3: Share the Expenses Inputs sheet<\/h3>\n<p>The other spreadsheet in the template is <strong>Expenses Inputs<\/strong>.<\/p>\n<p>In this file, your colleague should enter all invoices paid in the <strong>Expenses<\/strong> tab.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS7.png&#8221; alt=&#8221;income-statement-expenses-sheet-expenses-tab&#8221; title_text=&#8221;AIS7&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>As with the Income Inputs sheet, you can also connect Google Forms or other spreadsheets to this file. If you have other departments and colleagues processing payments, this will enable you to gather and collate that data automatically.<\/p>\n<p>Again, you can share the Expenses Inputs sheet with your colleagues by clicking <strong>Edit in new <\/strong>&gt; <strong>Share<\/strong>.<\/p>\n<p>The template uses the data in the <strong>Expenses<\/strong> tab to automate an <strong>Expenses report<\/strong> in the <strong>Summary per Month<\/strong> tab.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/AIS8.png&#8221; alt=&#8221;income-statement-expenses-sheet-summary-per-month&#8221; title_text=&#8221;AIS8&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Step 4: Transfer the data<\/h3>\n<p>Once you have shared the Income and Expenses Inputs sheets with your colleagues and they have started to log payments and receipts, you need to bring this data back to the Automated Income Statement master sheet.<\/p>\n<p>To do this, click <strong>Run<\/strong> and Sheetgo will update both the connections in the workflow.<\/p>\n<p>The Sheetgo connections import data from the Expenses and Income Inputs spreadsheets into the master sheet.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/Income-statement-8.png&#8221; alt=&#8221;income-statement-run-workflow&#8221; title_text=&#8221;Income statement 8&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]The template creates an automated <strong>Expenses report<\/strong> and a separate <strong>Income report<\/strong>.<\/p>\n<p>The pre-written formulas in the template use this data to generate the automated <strong>Income Statement<\/strong>.<\/p>\n<h4>Step 5: Automate the workflow<\/h4>\n<p>Now that the template is up and running, you can schedule automatic transfers.<\/p>\n<p>This will ensure that your Income Statement, Expenses\/Income reports always contain the latest data from the Input spreadsheets.<\/p>\n<p>Data will flow at regular intervals without you having to open a spreadsheet or open Sheetgo.<\/p>\n<p>Go to <strong>Workflow <\/strong> and click <strong>Automate<\/strong>.<\/p>\n<p>Choose how frequently you want Sheetgo to transfer the data: from once an hour to once a month.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/05\/Income-statement-\u2013-4.png&#8221; alt=&#8221;income-statement-automate&#8221; title_text=&#8221;Income statement \u2013 4&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F6F8F9&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_orientation=&#8221;center&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Start generating your <span style=\"background-color: rgba(41,121,255,0.2);\"><span>income statement<\/span><\/span> automatically<\/h3>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/templates\/income-statement&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;INSTALL FREE TEMPLATE&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|true|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For small to medium-sized enterprises (SMEs), creating an income statement can be a time-consuming and costly process. Also referred to as a profit and loss statement (PnL), revenue statement, or operating expenses statement, an income statement helps you measure the performance of your company. On top of that,\u00a0 it can be used to secure financing [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":27398,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<h1>What is the Income Statement Template?<\/h1>\nThe income statement is one of the three main <em>Financial Statements<\/em> that a company must maintain. It summarizes your <em>revenues and expenses<\/em> over a period of time. It differs from a <em>Cash Flow Statement<\/em> in that it is based on the <em>accrual<\/em> of expenses and revenues for <em>accounting<\/em> purposes instead of the payment. It is frequently presented to managers and investors to communicate the <em>profit or loss<\/em> during a certain period (different from a <em>balance sheet<\/em> which summarizes your <em>assets and liabilities<\/em>). You may also know a <em>Profit and Loss Statement<\/em> as <em>Profit and Loss Account<\/em>, <em>Income Statement<\/em>, <em>Revenue Statement<\/em>, <em>Operating Expenses\/Statement<\/em>, or simply <em>PnL<\/em>.\n<h1>Why you should have your Income Statement Automated in Google Sheets<\/h1>\nYour finances are undoubtedly best managed in spreadsheets. However,it can require lots of manual work, and potential data loss with copy-pasting. We, therefore, created a plug and play system in the shape of a Template for you to <em>visualize and report financial data<\/em>.\n\n<em>Income statements<\/em> are used to <em>calculate and pay taxes<\/em> to your local authorities and are used for securing financing and measuring the performance of a company. Normally, <em>Small to Medium Business<\/em>\u00a0(<em>SMBs)<\/em> needs to devote money and time to input data into <em>accounting software<\/em> or spend time collecting all their information and sending to the external <em>accountants<\/em>, and wait until the <em>accountant<\/em> has time to process them.\u00a0With an <em>easily automated Income Statement Template<\/em>, you can have a daily view of your <em>Profit and Loss<\/em>. Calculating <em>profit margins<\/em>, <em>generating reports<\/em> for investors and preparing <em>income statements<\/em> at the end of the year become simpler and painless processes.\n<h1>Simple Technology to get this Sheet done!<\/h1>\nThe services that we will be used to set up your template are:\n<ul>\n \t<li>Google Sheets<\/li>\n \t<li>Sheetgo<\/li>\n<\/ul>\n<h2>Instructions<\/h2>\n<h3>Step 1. Copy the Template Sheets<\/h3>\nClick on the links below and select \u201c<strong>Make a Copy<\/strong>\u201d and your copy will open in Google Sheets, and be automatically saved into your <em>Google Drive<\/em>.\n<ol>\n \t<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1kDGPhy8BYoSXHO0RvjOwUOl6hqCBDiOEweXPqYwBJzE\/copy\" target=\"_blank\" rel=\"noopener\">Income Inputs Template\u00a0<\/a><\/li>\n \t<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1EpKw0FHVpNJHGHTxHRQRRdbhorSy93jzksQuUikR3pI\/copy\" target=\"_blank\" rel=\"noopener\">Expenditures template<\/a><\/li>\n \t<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1fJnPRQ0gEo8JRPBLnwiUfvF_hxrk7X1pudISOgnUCQg\/copy\">Profit and Loss (P&amp;L) Template<\/a><\/li>\n<\/ol>\n<h3>Step 2. Install the Google Sheets add-on Sheetgo<\/h3>\n<a href=\"https:\/\/chrome.google.com\/webstore\/detail\/sheetgo\/baljgggfhdleglaneclmjhhmflaombln?hl=en\">Click here to install Sheetgo<\/a>. Don\u2019t worry, it\u00b4s a<strong> free add-on for Google Sheets to connect your spreadsheets<\/strong>, and much more! The add-on is necessary to connect and automate the spreadsheets to get your P&amp;L Template in Google Sheets.\n<h3>Step 3. Configure the PnL Template<\/h3>\n<p style=\"text-align: justify;\"><strong style=\"font-size: 18px;\">3.1 Connecting your Income Inputs Spreadsheet to the Template<\/strong><\/p>\n<p style=\"text-align: justify;\">1. Inside the Income Inputs Spreadsheet, in the menu, click on add-ons &gt; Sheetgo &gt; Start.\nOnce installed, go to the P&amp;L Spreadsheet, in the menu, click on <strong>add-ons<\/strong> &gt; <strong>Sheetgo<\/strong> &gt; <strong>Start<\/strong>.\n2. Click on the green + button and select file \u201c1 Income Inputs Spreadsheet\u201d.\n3. Select the tab \"Income\"\n4. In settings, click on \"enable transfer formatting\"\n5. Finally, we click on the \u201cSave Connection\u201d button.<\/p>\n<p style=\"text-align: justify;\"><strong>3.2 Connecting your Expenditures Spreadsheet to the Template<\/strong><\/p>\n<p style=\"text-align: justify;\">1. Inside the Expenditures Spreadsheet, in the menu, click on add-ons &gt; Sheetgo &gt; Start.\n2. Click on the <span style=\"color: #3b8d40;\">green +<\/span> button and select the file \u201c2 Expenditures Spreadsheet\u201d.\n3. Select the tab \"Expenditures\"\n4. In settings, click on \"enable transfer formatting\"\n5. Finally, we click on the \u201cSave Connection\u201d button.<\/p>\n<p style=\"text-align: justify;\"><strong>3.3 Updating the Profit and Loss Statement Spreadsheet<\/strong><\/p>\n<p style=\"text-align: justify;\">Inside the Profit and Loss (P&amp;L) Spreadsheet, open the Sheetgo add-on. You will see the 2 connections that you've created. Simply click on the arrows within the Sheetgo add-on to bring the data from your Income and Expenditures to your Income Statement spreadsheet.<\/p>\n\n<h1>Awesome, you did it!<\/h1>\nCongrats, you\u2019ve configured your Google Sheets Profit and Loss Template using Google Sheets.\n<h1>In need of a Cash Flow Template?<\/h1>\nWe\u2019ve got you covered! <a href=\"https:\/\/www.sheetgo.com\/blog\/systems\/finance\/cash-flow-template\/\">Click here to install our Cash Flow Template<\/a>.\n\nFeel free to <strong>share<\/strong> your feedback or suggestions for new templates in the comments below, or click on the chat button below on your right! &lt;3","_et_gb_content_width":"","footnotes":""},"categories":[57],"tags":[50],"class_list":["post-11895","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-templates","tag-finance"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/11895","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/comments?post=11895"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/11895\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media\/27398"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media?parent=11895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/categories?post=11895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/tags?post=11895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}