Outgrown the Yellow Legal Pad and Basic Spreadsheets?

Every small business owner starts somewhere, often with a legal pad or basic Excel spreadsheet. While these methods work initially, they quickly become tedious and overwhelming as your business grows.

Many eCommerce sellers have tried free Google Sheets or Excel templates, only to find them too complicated for basic financial tracking. While free resources can be helpful, the time spent manually inputting data adds up—costing more than it saves.

Tax Time Stress & Inventory Tracking Challenges

As tax season approaches, scrambling for Beginning Inventory, annual Purchases, and Ending Inventory values can be frustrating. Your CPA may have recommended QuickBooks for accounting but offered little guidance on inventory tracking.

With high hopes, you’ve searched the Intuit website, office supply stores, and online forums—maybe even polled a Facebook group—only to be overwhelmed by choices:
✔ QuickBooks Desktop vs. Online
✔ Mac vs. PC
✔ Pro, Premier, or Enterprise?
It’s no surprise that many sellers avoid accounting and inventory tracking altogether, choosing instead to focus on growing their business while relying on outdated methods.

You Need an Accounting & Inventory Solution—Now!

Running a successful eCommerce business requires proper bookkeeping and inventory management. While neither may seem exciting, they become superpowers when tax season arrives and your numbers are perfectly organized for the CPA on January 1st!

✔ Balance Sheet – Tracks cash, checking accounts, inventory value, loans, credit cards, and sales tax payable.
✔ Profit & Loss Statement – Measures income, expenses, eCommerce platform fees, subscriptions, and Cost of Goods Sold (COGS).
✔ Inventory Tracking – Ensures your inventory value aligns with your Balance Sheet, highlighting potential problems.

Learn QuickBooks the Right Way—Without the Struggle

Our QuickBooks Online course for Amazon Sellers simplifies accounting, covering multiple posting methods—including a General Journal entry method that focuses on COGS tracking rather than full inventory management in QuickBooks.

✅ Perfect for Amazon Sellers, eCommerce entrepreneurs, and online business owners.
✅ Learn Inventory Lab-style tracking without the monthly fee.
✅ Gain real-world accounting and inventory management skills for sustainable growth.

Ready to take control of your bookkeeping and financial health without the hassle? Join our course today and streamline your eCommerce accounting with confidence!

Ecommerce Inventory Tracker – The Best of Both Worlds

For QuickBooks users who need inventory tracking but prefer to keep it outside QuickBooks—without monthly fees—this tool is the perfect solution!

✅ Robust Inventory Spreadsheet – Track sales, purchases, and COGS without complex accounting software.
✅ No Monthly Fees – A one-time investment for an efficient inventory tracking system.
✅ Designed for Sellers – Ideal for eCommerce entrepreneurs who need simple yet powerful inventory management.

Whether you’re avoiding QuickBooks inventory tracking or simply need a comprehensive system, the Ecommerce Inventory Tracker streamlines business finances without added software costs

Master Inventory Management with the All Items List

The All Items List is the core of your inventory management system, offering maximum flexibility for organizing products efficiently. Unlike a standard inventory-on-hand sheet, this acts as a dynamic inventory database, allowing you to input detailed product information for streamlined tracking.

Key Features & Functionality:

✅ REF # Assignment – The most critical step in ensuring compatibility across all sheets.
✅ Flexible Item Naming – Choose the exact listing name or a simplified version for easy reference.
✅ Drop-Down Fields for Efficiency – Quickly select attributes like COLOR, SIZE, SCENT/FLAVOR, VENDOR, PLATFORM, RP without manual entry.
✅ Customizable Text Fields – Enter BRAND, SALE PRICE, COST, REORDER POINT, BIN | TOTE location, and more as needed.
✅ Multi-Platform Support – Assign non-Amazon listing numbers based on your eCommerce platform.
✅ Automated Amazon Lookup – Input an ASIN or UPC, and QuickBooks instantly generates a hyperlink to available listings.
✅ Barcode Scanner Integration – Speed up processing by scanning product UPCs or ISBNs directly into the lookup cell.
✅ Profit & ROI Tracking – Calculate projected SALE PRICE, COST, FEES, and SHIPPING to gauge profitability at a glance.

With these powerful tools, managing inventory becomes more organized, efficient, and scalable—whether you’re running an Amazon store, an Etsy shop, or another eCommerce business.

Purchases Sheet – Streamlining Inventory Management

The Purchases Sheet is a powerful tool for tracking incoming inventory efficiently. It works by pulling data from the All Items List, allowing seamless organization without manual re-entry.

Key Features & How It Works:

✅ Enter Date, REF #, and QTY – The foundational inputs; the rest auto-fills from the All Items List.
✅ Dynamic REF # System – REF # placeholders can be modified later, ensuring flexibility.
✅ Custom Seller SKU Generation – Automatically fed by Date, RP, UPC/ISBN, Cost, Fees, and Shipping for accurate tracking.
✅ True Cost Calculation – Includes fees and shipping, eliminating guesswork on COGS (Cost of Goods Sold).
✅ No More Inventory Confusion – The All Items List serves as a database, while actual stock levels update only on Purchases and Sales sheets.
✅ Flexible SKU Options – Use either the custom SKU creator or assign your own for consistency.
✅ Adapts to Cost Changes – SKU updates reflect item cost changes over time, optimizing inventory tracking.
✅ Quick Copy/Paste Entry – Import entire beginning inventory effortlessly using platform reporting (e.g., Amazon inventory report).

Why It Matters:

Efficient inventory tracking ensures smooth operations, clear profitability analysis, and accurate tax preparation. By leveraging real-time cost updates and auto-filled data, sellers can maintain precise financial records without tedious manual work.

Sales Sheet – Tracking Actual Profit & ROI

The Sales Sheet provides a clear, real-time view of your eCommerce sales performance, making it easy to track profitability and Cost of Goods Sold (COGS) across platforms.

Key Features & How It Works:

✅ Enter DATE, REF #, and QTY – The foundational inputs; the rest auto-fills from the All Items List.
✅ Customizable Fillable Fields – Input SALE PRICE, FEES, and SHIPPING to reflect actual earnings instead of initial listing prices.
✅ Profitability Analysis – See ACTUAL PROFIT & ROI rather than estimates, giving better financial insight.
✅ Sortable by Platform – Organize sales data by Amazon, Etsy, or other marketplaces for comparison.
✅ Monthly Sales & COGS Tracking – Quickly pull monthly totals to gauge business performance.
✅ Fast Data Entry – Simply Copy/Paste Seller SKU in REF # from sales reports for efficient posting.
✅ Bulk Entry Made Easy – Enter an entire page of sales in just a couple of clicks for streamlined accounting.
✅ Amazon Payment Statement Demonstration – Learn how to input Amazon payment statements for accurate tracking.

Why It Matters:

A strong sales tracking system helps you monitor revenue trends, identify profit margins, and make informed business decisions. Whether you’re managing an Amazon store, a Shopify shop, or another eCommerce platform, this system ensures financial clarity

Inventory On-Hand – Your Centralized Stock Overview

The Inventory On-Hand Sheet serves as the master hub for tracking stock levels, consolidating data from all other pages into a single, streamlined view.

Key Features & How It Works:

✅ Automated Updates – No manual entry required; all data is pulled from Purchases and Sales sheets.
✅ COGS Calculator – Helps determine Cost of Goods Sold for annual tax preparation.
✅ Smart Reorder Point Flag – Turns red in the ON-HAND column when stock meets or falls below the preset reorder level.
✅ Comprehensive Inventory Snapshot – View total stock, items purchased, and sold, making inventory tracking effortless.
✅ Bin & Tote Verification – Easily compare actual inventory in storage locations or at FBA warehouses for accuracy.

Why It Matters:

This sheet ensures real-time visibility into stock levels, helping you stay ahead of reordering needs, streamline tax preparation, and maintain accurate inventory counts. With automated tracking, you can focus on running your eCommerce business without the hassle of manual calculations.

Bundles – Streamlined Tracking for Multi-Item Listings

The Bundles Spreadsheet simplifies tracking grouped inventory items, ensuring accurate cost calculations and efficient transactions.

Key Features & How It Works:

✅ BUNDLE NAME Field for Easy Searching – Quickly locate bundles using the FIND function in Excel.
✅ Detailed Cost Breakdown – Input each item name and associated cost to calculate the total bundle cost for the All Items List.
✅ Flexible Quantity Entry – Add full or decimal parts of bundles on the Purchases Sheet, allowing partial inventory tracking in a single transaction.
✅ Seamless Sales Tracking – Sales entries are just as easy, ensuring accurate profit calculations per bundle.

Why It Matters:

Whether you sell curated Amazon bundles, multi-item eCommerce packages, or custom product sets, this spreadsheet keeps your financials organized, making inventory management effortless.

Multipacks – Efficiently Track Multi-Quantity Listings

The Multipacks Spreadsheet makes managing multi-quantity inventory effortless by providing an organized structure for tracking purchases and sales.

Key Features & How It Works:

✅ MULTI-PACK NAME Field for Easy Searching – Locate multipacks quickly using Excel’s FIND function.
✅ Detailed Cost Breakdown – Enter PRODUCT NAME, PURCHASED QTY, MULTI-PACK QTY, and COST PER ITEM for precise calculations.
✅ Automated Pack Availability Calculator – See the number of multipacks available based on total purchased quantity.
✅ Flexible Entry for Purchases – Add full or decimal parts of multipacks on the Purchases Sheet, making bulk inventory adjustments seamless.
✅ Quick Sales Tracking – Enter multipack sales effortlessly for accurate profitability insights.

Why It Matters:

Multipacks can streamline inventory tracking, improve sales efficiency, and make calculating costs far simpler. With real-time updates and easy sorting, sellers can maintain organized financial records across eCommerce platforms

Receipt Calculator – The Ultimate Tool for RA Accounting

Struggling with receipts and invoices for accounting? Say goodbye to the hassle with the ULTIMATE RA RECEIPT CALCULATOR, available on my website for $29.99—now included as a bonus in celebration of adding BUNDLES and MULTIPACKS!

This powerful spreadsheet simplifies tracking purchases and expenses, ensuring seamless financial management. Whether you’re an Amazon seller, eCommerce entrepreneur, or reseller, this tool will save you time and effort.

Why You’ll Love This Bonus:

✅ Streamline Receipts & Invoices – No more manual calculations or frustrating paperwork.
✅ Optimized for RA Sellers – Designed specifically for Retail Arbitrage, making accounting easier.
✅ Bonus Offer – Included FREE with the Bundles & Multipacks update!

Enjoy the added convenience—because bookkeeping should be simple and stress-free.

Meet Vicki McCay – Entrepreneur, Educator & Accounting Expert

I’m Vicki McCay, a wife, homeschooling mother, and entrepreneur. I run an Amazon FBA business while providing accounting services for small businesses.

With years of experience in automotive (double-entry) accounting, QuickBooks was the natural choice when I transitioned into eCommerce bookkeeping. Over the years, I’ve gained valuable insights and developed a deep understanding of the challenges Amazon sellers face.

Now, I dedicate my time to helping fellow entrepreneurs navigate the complex world of eCommerce with practical, real-world accounting solutions.

As a teacher at heart, I love sharing what I’ve learned.