Terms & Conditions

1. Acceptance of Terms

These Terms & Conditions ("Terms") govern your use of the Excel Bookkeeping website and the purchase or use of our downloadable digital products.

By purchasing or using our products, you agree to these Terms, subject to applicable consumer protection laws.

If you do not agree, please do not purchase or use our products.

2. Product Description

Excel Bookkeeping provides downloadable Microsoft Excel bookkeeping templates intended to help individuals, self-employed workers, and small businesses organize financial transactions and prepare bookkeeping reports.

Our standard workbook is offered for a one-time purchase price of $19.99 USD, unless otherwise stated at checkout.

Purchases do not require subscriptions or recurring payments.

3. Product Licensing

Upon successful payment, customers receive a limited, nonexclusive, nontransferable license to use the purchased workbook for their own lawful bookkeeping purposes.

Customers may use the workbook for multiple businesses they own or operate.

Purchasing the workbook does not transfer ownership of the original design, formulas, branding, documentation, or intellectual property.

4. Restrictions on Sharing and Redistribution

Customers may not:

• Resell or redistribute the workbook.
• Share or give away copies to unrelated individuals or businesses.
• Publish the workbook on public websites or file-sharing platforms.
• Sublicense the workbook to third parties.
• Sell modified versions of the workbook.
• Use proprietary workbook components to create competing products for distribution or sale.
• Misrepresent ownership or authorship of the workbook.

Customers may modify their purchased workbook for their own licensed bookkeeping purposes.

Such modifications do not grant redistribution or resale rights.

5. Software Requirements

The workbook requires a compatible desktop version of Microsoft Excel.

Microsoft 365 or Excel 2024 desktop is required.

The workbook uses modern Excel functions, including LAMBDA, MAP, VSTACK, and LET, which are not supported in Excel 2019 or earlier.

Customers are responsible for confirming software compatibility before purchasing.

Compatibility with Google Sheets, Excel for the web, mobile spreadsheet applications, or other software is not guaranteed.

6. Digital Delivery

Products are delivered electronically through a download link sent to the email address provided during checkout.

Customers are responsible for providing a valid email address, checking spam folders, downloading their files, and maintaining backups.

Delivery-related inquiries may be submitted to Support@excel-bookkeeping.com.

7. Customer Responsibilities

Customers are responsible for:

• Entering complete and accurate financial information.
• Properly categorizing transactions.
• Reviewing financial statements and reports.
• Identifying missing, duplicated, or incorrect transactions.
• Maintaining backups of their files.
• Determining whether the workbook is suitable for their business.
• Complying with applicable accounting and tax requirements.
• Consulting qualified professionals when appropriate.

Excel Bookkeeping does not independently verify customer financial information.

8. No Professional Accounting or Tax Advice

Excel Bookkeeping provides a bookkeeping tool and does not provide individualized accounting, tax, legal, or financial advice through the purchase of the workbook.

Purchasing the workbook does not establish an accountant-client, tax adviser-client, fiduciary, or other professional advisory relationship.

Customers remain responsible for their financial reporting and tax obligations.

9. Self-Service Product and Technical Support

Excel Bookkeeping is a self-service digital product.

The purchase price does not include personalized onboarding, individual technical troubleshooting, workbook customization, bookkeeping services, or one-on-one training.

Customers are encouraged to use available educational resources, online tutorials, Microsoft Excel documentation, and independent troubleshooting tools.

Customers may also choose to use third-party artificial intelligence tools for general assistance. Such tools are independent of Excel Bookkeeping, and customers should consider the privacy implications before uploading financial information.

Excel Bookkeeping does not guarantee individual technical support, troubleshooting responses, or ongoing customer assistance.

Nothing in this section excludes remedies or obligations required by applicable law.

10. Product Testing and Performance

Our workbook has undergone extensive internal testing. Its financial statement formulas are designed to read up to 100,000 transactions. We recommend not exceeding that amount, as larger workbooks may calculate more slowly depending on the customer's computer.

Testing does not constitute a guarantee that the workbook is error-free or suitable for every business or accounting situation.

Results depend on the information entered, software environment, workbook configuration, and customer actions.

11. Updates and Future Versions

Purchases include the version of the workbook delivered at the time of sale.

Future updates, additional features, compatibility upgrades, and new versions are not guaranteed or automatically included.

We may provide corrections or updated versions at our discretion, subject to applicable legal obligations.

12. Disclaimer of Warranties

To the maximum extent permitted by applicable law, our products are provided "as is" and "as available," without additional express or implied warranties.

We do not guarantee uninterrupted functionality, error-free calculations, compatibility with every environment, or particular financial, accounting, or tax results.

Nothing in these Terms excludes warranties or consumer rights that cannot legally be excluded.

13. Limitation of Liability

To the maximum extent permitted by law, Excel Bookkeeping will not be liable for indirect, incidental, special, consequential, or similar damages arising from use of the workbook, including lost profits, business interruption, lost data, or inaccurate financial reporting.

Where legally permissible, our aggregate liability relating to a particular purchase will not exceed the amount actually paid for that product.

These limitations do not apply to liabilities that cannot legally be excluded or restricted.

14. Refunds

Because our products are downloadable digital goods, purchases are generally final and nonrefundable.

Refunds, replacements, or other remedies will be provided where required by applicable law.

Please review our Refund Policy for additional information.

15. Intellectual Property

The original workbook design, proprietary formulas, layouts, documentation, branding, and website materials belong to Excel Bookkeeping or their respective rights holders.

All rights not expressly granted are reserved.

Unauthorized commercial distribution or exploitation is prohibited.

16. Third-Party Services

Our website may use Squarespace, Stripe, Mailchimp, and other third-party services.

Those services may have their own terms and privacy policies.

17. Governing Law and Disputes

These Terms are governed by California law, except where mandatory consumer protection laws provide otherwise.

Where legally permissible, disputes shall be brought before courts of competent jurisdiction in Orange County, California.

This provision does not remove mandatory consumer rights available under applicable laws.

Customers are encouraged to contact Support@excel-bookkeeping.com before initiating formal disputes.

Nothing in these Terms restricts lawful payment dispute or chargeback rights.

18. Changes to These Terms

We may update these Terms from time to time.

Updated Terms will be published on our website with a revised effective date.

Changes will not retroactively remove rights associated with completed purchases where prohibited by law.

19. Contact Information