Fetch Groups from Bkper
The Fetch feature in the Bkper Add-on lets you pull your Group structure from any Book directly into Google Sheets. This is useful for understanding your Book's organizational hierarchy, reproducing Books with modifications, or documenting your chart of accounts structure.
How to Fetch Groups
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 Groups as the data type.
Output Options
Before fetching, choose how the data appears in your Sheet:
Function — Inserts a BKPER_GROUPS 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 Group structure.
Values — Pastes the Group 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 Groups.
What's Included
The output contains the following columns in order:
Column | Description |
Group Id | The unique identifier for each Group |
Name | The Group name |
Type | The Group type (see below) |
Parent | The parent Group name (empty for root-level Groups) |
Children | The number of child Groups within this Group |
Accounts | The number of Accounts directly assigned to this Group |
Custom Properties | All custom properties defined on your Groups are automatically included as additional columns |
The Group Id is useful when you need to reference specific Groups in automations or integrations.
Note: Hidden Groups are not included in the output.
Group Types
The Type column shows the Account types that can be assigned to each Group:
Type | Description |
ASSET | Group for Asset Accounts only |
LIABILITY | Group for Liability Accounts only |
INCOMING | Group for Incoming Accounts only |
OUTGOING | Group for Outgoing Accounts only |
ASSET_LIABILITY | Mixed Group for both Asset and Liability Accounts (permanent accounts) |
INCOMING_OUTGOING | Mixed Group for both Incoming and Outgoing Accounts (non-permanent accounts) |
Hierarchical Organization
Groups are fetched in hierarchical order. Parent Groups appear first, followed immediately by their child Groups. This traversal continues recursively, so you can see the complete Group tree structure in order. Within each level, Groups are sorted by type (permanent Groups first) and then alphabetically by name.
What You Can Do Next
Once your Groups are in Google Sheets, you can:
Review and document your Group hierarchy
Modify Group names, types, parents, or properties and create them in Bkper
Use the structure as a template to create a new Book with the same Group setup for your next client
Analyze the distribution of Accounts across Groups
Also see: Fetch Accounts from Bkper