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Using Bkper

Using Bkper

How Bkper's key features work, and how to use them.

By Jacob and 3 others4 authors60 articles

Introduction to Getting started

Accounts

What is an account?

Create accounts

Edit or delete accounts

Archive and unarchive accounts

Add or remove accounts from a group

Import and export accounts

Bkper Chart of Accounts

Books

What is a book?

Change book owner

Change book language

Book closing and lock dates

Book settings & preferences

Transactions

What is a transaction?

Record transactions

Copy transactions

Delete Drafts and Revert Transactions

Attachments on transactions

Hashtags in transactions

Insert URLs and links on transactions

Merge Transactions

Split transaction

Transactions Filter Tabs

Transaction status

Bank Connections

What is Bkper Bank Connections?

Add a bank or credit card connections to Bkper

Disconnect to a bank or credit card

Reconnect a bank or credit card to Bkper

Remove a bank or credit card connection

[Troubleshooting] Issues connecting your bank or credit card accounts to Bkper

Groups

Import and export groups quickly

Files & conversations

Drag and Drop files

Reports

Bkper Functions for Google Sheets

Financial Statements on Google Sheets

Profit and Loss Report on Google Sheet

Search

Query guide (search)

Apps and Bots

Apps_{2 articles}

Bots_{10 articles}