Free Restaurant Bookkeeping Templates

Understand your restaurant’s financial health

  • Easily monitor your income, expenses, assets, and liabilities
  • Get a snapshot of your finances with a balance sheet
  • Track your revenue and costs with a profit & loss statement
Restaurant owner on laptop at restaurant bar top

[Template] Restaurant Bookkeeping.xlsx

How to use your free restaurant bookkeeping templates

Unlock key financial insights for your restaurant
  1. Download the file in Excel or make a copy in Google Sheets.
  2. Enter your assets and liabilities in the balance sheet. They should be equal.
  3. Enter your sales and costs for each month in the P&L statement.
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What’s included in the restaurant bookkeeping template?

What’s included in the restaurant bookkeeping template?

Get free access to a balance sheet and profit & loss (P&L) statement for restaurants. Download easy-to-use templates for Excel or Google Sheets and customize it for your business. Don’t let confusing finances bog you down. Cut out the guesswork and see a clear view of your financial performance.

How often should you update your financial statements?

How often should you update your financial statements?

Update this template monthly and discuss concerns with your management team. Review it annually to flag overall trends.

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It is SO easy to use. It is intimidating at first familiarizing yourself with the platform but after a few minutes it feels so natural using it. I used to do all of my scheduling on an excel spreadsheet. It would take two or three times as long as it takes me now on 7shifts.

Eddie Cuellar

Restaurant owner, Tower Burger

I was originally drawn to 7shifts because of their simple and easy interface for scheduling, but when I found out they also did payroll, it was a no-brainer. My employees onboarded via the 7shifts mobile app in 10 minutes and I'm already saving hours of time when it comes to processing payroll. Total game changer.

Fahad Hanif

Owner/Operator, Halal Guys

“If you're a restaurant professional, this is a mandate. If this is a hobby for you, by all means, use something else. Use Excel, use post-it notes if you write it down. But if you're a professional and this is your career and your actual goal is to earn profit for your business, then there's no viable solution or anything that would make sense other than this. There just isn't.”

Mike Bausch

Owner, Andolini's

Mike Bausch - Owner, Andolini's Pizzeria

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