Freeze the first row of your Sheet
By freezing the first row on your Google Sheet you unlock several functionalities that optimize your workflow when you record accounts.
Bkper System Properties for Accounts
On the frozen first row, Column Titles that use a System Account Property will be interpreted as such by the add-on. System Account Properties are:
Name: The name of the account to be created.
Type: The Type of the account to be created.
Group: The name of any Group the account to be created should be in. - An account can have multiple groups.
BookId: The BookId where the new accounts should be created. - This BookId overrules the book selected on the Add-on.
A Bkper Account must have a name in order to be created, meaning that the Column Title Name is necessary. If the Column Title Type is not present, the account will be created as type ASSET.
Record Accounts with Custom Properties
In the frozen first row, Column Titles that are NOT System Account Properties will be interpreted as Account Custom Property keys.