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Using Bkper
Using Bkper

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

Jacob van den Berg avatarRaquel avatarVictor Drumond avatar
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
Accounts Menu
Import and export accounts
Bkper Chart of Accounts

Books


What is a book?
Create a book
Copy a book
Rename a book
Delete a book
Change book owner
Change book language
Book closing and lock dates
Book settings & preferences
Bkper bookid
Book Sharing

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
Groups

Files & conversations


Activities
Comments
Drag and Drop files

Reports


Bkper Functions for Google Sheets
Financial Statements on Google Sheets
Profit and Loss Report on Google Sheet

Search


Saved queries
Search wizard
Query guide (search)

Apps and Bots


Apps2 articles
Bots10 articles
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