If you are new to the Bkper Add-on for Google Sheets this Template is a great starting point where you can copy a Bkper Book with a simple Chart of Accounts and the Google Sheet Report that fetches data from the book.
Follow these Instructions to make it work for you
1 Make a copy of the Book Template
2 Make a copy of the Sheet Template
Note: select "My Drive" in the copy dialogue to make the copy.
3 Get the bookid from your copy of the Book Template.
4 Replace the bookid on the instructions tab with your own bookid.
5 Record a Transaction on your book
6 Change the year on the instructions tab and check out the other tabs.
Notes:
When you copy a Sheet with Bkper Functions, it may take some time (up to 24 hours) for the cache to update and recognize the Bkper Formulas. You’ll initially see #ERROR! in the cells with bkper functions. To speed up the process of recognizing the bkper functions, closing and reopening your sheet can help. Eventually, the errors will disappear, and balance values from your book will appear.
If you change the name of the Total Equity Group on your copy of the book you must also change that name in the query on the Bkper Function in your copy of the Sheet report.
