sales records

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United Kingdom United Kingdom
low1ck
Kudos: 30
Joined: Dec 19, 2003
sales records
6 Oct 2004
hi, can anyone recommend software that will make it easier for me to automatically keep sales records info for UK tax self assessment? filling in a spreadsheet manually is NOT working well for me thanks!
Herts, England United Kingdom
Andy
Kudos: 11,626
Joined: Jan 1, 2001
Re: sales records
8 Oct 2004
Hi ricko, I don't have a recommendation for you (I use Excel but can understand why you don't like it) but will try and narrow the options down...

Auction management software that supports eBay.co.uk: List here

Accounting software with UK versions: Quicken, QuickBooks, Others. Accounting packages can be difficult to use so look at the small business / personal finance end of the market.

Does anyone have a specific recommendation?

[Last edited: 6 May 2005]
Andy Geldman, Web Retailer
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United Kingdom United Kingdom
low1ck
Kudos: 30
Joined: Dec 19, 2003
Re: sales records
11 Oct 2004
thanks for the info Andy!

do you manually fill in the spreadsheet with the details of each auction?
Herts, England United Kingdom
Andy
Kudos: 11,626
Joined: Jan 1, 2001
Re: sales records
11 Oct 2004
Hi, yes I manually fill in the spreadsheet. It is getting quite wide now as I have columns for:

  • Item name
  • Date ended
  • Final price
  • P&P (shipping) charged
  • Actual postage
  • Actual packing
  • Listing fee
  • Final value fee
  • PayPal fee (or other payment fee)
  • Net profit (calulated)
  • Buyer ID
  • Buyer Email
  • Invoice sent (yes/no)
  • Reminder sent (date)
  • Paid (yes/no) and payment method
  • Payment cleared (date)
  • Item sent (date)
  • Sent feedback (yes/no)
  • Received feedback (yes/no)

  • I am not a high volume seller so this works OK for me, but it is a little cumbersome. It is pretty effective at showing which items are outstanding. Make sure you "Freeze Panes" just below the header row, so you can see the headers when you have sold several items! If you want the spreadsheet I will put it somewhere where you can download it.

    Any ideas for columns to add/delete?

    [Last edited: 20 Sep 2007]
    Andy Geldman, Web Retailer
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    United States United States
    EVERETT
    Kudos: 70
    Joined: Jun 20, 2004
    Re: sales records
    11 Oct 2004
    Hi,
    I use PayPal monthly reports then use a HTML editor to add Money otfers & checks...
    www.gwflash.com
    United Kingdom United Kingdom
    low1ck
    Kudos: 30
    Joined: Dec 19, 2003
    Re: sales records
    11 Oct 2004
    hi Everett,

    that's pretty cunning! think I'll try that out and see if it speeds things up for me. many thanks

    and Andy ... I'll happily take you up on your kind offer of the spreadsheet as well. can't hurt to try out a few possible solutions

    thanks to you both
    Herts, England United Kingdom
    Andy
    Kudos: 11,626
    Joined: Jan 1, 2001
    Re: sales records
    11 Oct 2004
    Here is the spreadsheet: Download

    It's probably best to use right click / save target as (or equivalent in your browser) to download it or it will open in browser... that always annoys me anyway....
    Andy Geldman, Web Retailer
    Please follow on Twitter, Facebook, LinkedIn or Google+
    United Kingdom United Kingdom
    low1ck
    Kudos: 30
    Joined: Dec 19, 2003
    Re: sales records
    12 Oct 2004
    Andy ... you're a star!
    cheers fella

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