Google Sheets Add-on

The bkper Spreadsheets Add-on lets you quickly record your transactions and fetch data from bkper into your Google Spreadsheet to centralize financial data and easily create accounting and financial statements.


Authorization

If you are using an Add-on for the very first time, you must authorize the interaction between Google Apps and bkper. To do this, follow the steps bellow:

  1. Click on "Get Started" button:

    Get Started


  2. Click on "Accept" button:

    Accept



  3. After accepted, close the tab:

    Accepting



Recording

You can easily record transactions from your spreadsheet data, as follows:
Record Transactions


Each selected line on spreadsheet will generate one transaction on bkper.


Fetching

To fetch Group's and Account's balances or transactions, from bkper into your spreadsheet, just follow the steps:


Fetching Transactions

NOTE: Only POSTED transactions will be fetched. Drafts are not included.



Auto Record

With Auto Record activated every time a new row is added to a Google Sheet a transaction is recorded in Bkper.

Prepare Autorecord

Open Auto Record

Activate Auto Record

Insert New Lines


Copy the Form, Spreadsheet and Book used in the Auto Record example above.

Still need help? Contact Us Contact Us