Fetch Accounts from Bkper
The Fetch feature in the Bkper Add-on lets you pull your Chart of Accounts from any Book directly into Google Sheets. This is useful for creating custom reports, reproducing Books with modifications, batch editing Account properties, or simply having a spreadsheet backup of your Account structure.
How to Fetch Accounts
Open the Bkper Add-on in your Google Sheet and select the Book you want to work with. Navigate to the Fetch tab and choose Accounts as the data type.
If you want Group information included in your output, enable the Groups checkbox. This adds one or more Group columns showing which Groups each Account belongs to. When an Account belongs to multiple Groups, each Group appears in its own column.
Output Options
Before fetching, choose how the data appears in your Sheet:
Function — Inserts a BKPER_ACCOUNTS formula that stays connected to your Book. The data updates automatically when you run Update from the Add-on menu. Use this when you want a live view of your Chart of Accounts.
Values — Pastes the Account data as static values. Use this when you plan to modify the data for batch recording or don't need automatic updates.
Click Fetch to populate your Sheet with your Accounts.
What's Included
The output contains the following columns in order:
Column | Description |
Account Id | The unique identifier for each Account |
Name | The Account name |
Type | The Account type (ASSET, LIABILITY, INCOMING, or OUTGOING) |
Group | One or more columns showing Group membership (when Groups checkbox is enabled) |
Custom Properties | All custom properties defined on your Accounts are automatically included as additional columns |
The Account Id is useful when you need to reference specific Accounts in automations or integrations.
Note: Archived Accounts are not included in the output. Only active Accounts appear in the fetched data.
How Accounts Are Sorted
Accounts are organized by type in this order: Assets first, then Liabilities, Incoming, and finally Outgoing. Within each type, Accounts are sorted alphabetically by name. When an Account belongs to multiple Groups, those Groups are also sorted alphabetically within the Account's row.
What You Can Do Next
Once your Accounts are in Google Sheets, you can:
Review and document your Chart of Accounts
Modify Account names, types, Groups, or properties and save them back to Bkper
Use the structure as a Template to create a new Book with the same Account setup for your next Client
Create reports that combine Account data with Transaction data
Also see: Fetch Groups from Bkper