Install the Add-on

The Bkper Add-on for Google Sheets connects your Bkper Books to Google Sheets, enabling custom reports, data analysis, and automated Transaction recording.

Installing the Add-on

Open a new or existing Google Sheet and navigate to Extensions >> Add-ons >> Get Add-ons. Search for “Bkper” and select it from the results. Click Install, then Continue, and choose your Google account. Review the permissions Bkper requires and click Allow to complete the installation.

Authenticating for First Use

The first time you use the Add-on, you need to connect it to your Bkper account. Open the Add-on from Extensions >> Bkper >> Open.

In the sidebar, click Sign in with Google and select the account associated with your Bkper Books.

Once authorized, close the confirmation window and you’re ready to use the Add-on.

What’s Included

The Add-on provides several features accessible from Extensions >> Bkper:

Sidebar — Browse and select Books directly within Sheets.

Auto Record — Automatically record Transactions from spreadsheet data as new rows are added.

Update — Refresh all Bkper functions in your Sheet with current data.

Generate Transaction IDs — Create unique identifiers for Transactions to prevent duplicates.

Bkper Functions — Type =BKPER_ in any cell to access custom functions for pulling Account balances, Transaction data, and more.

Using the Add-on Sidebar

The Add-on Sidebar is a Bkper extension that turns Google Sheets into a powerful accounting tool. It helps you build financial statements, and batch record and batch edit Transactions in your Books in an easy and intuitive way.

Fetch Tab

Build reports on Google Sheets by fetching balance values from Bkper. The sidebar is a wizard that helps you fetch relevant data for your reports intuitively.

Besides Balance Values, you can also fetch Transactions, Accounts, and Groups from your Book.

When you fetch data with the sidebar wizard, it automatically generates the correct Bkper Function and inserts it in the selected cell.

Tip

Need a backup? Fetch all your Transactions with a query like after:1900.

Save Tab

Save Transactions, Accounts, and Groups from the sidebar.

Note

Rows with an existing Transaction Id are updated. Rows without a Transaction Id are recorded as new entries in your Book.