Business General Ledger Template

If you are new to the Bkper Add-on for Google Sheets, the Business General Ledger Template is a great starting point. It pairs a Bkper Book with a simple Chart of Accounts and a Google Sheet report that fetches data directly from the Book.

• The Bkper Book Template
• The Google Sheet Template

Copy the Book Template

Open the Bkper Book Template and click Copy this Book to create your own copy.

Copy the Sheet Template

Open the Google Sheet Template and select File > Make a copy to save it to your own Google Drive.

Note

Select My Drive in the copy dialog to save the copy.

Connect the Sheet to Your Book

Once you have both copies, retrieve the bookId from your copy of the Book Template.

Then open the Instructions tab in your copy of the Sheet and replace the bookId with your own.

Record a Transaction and Explore

Record a Transaction in your Book to generate some data. Then change the year on the Instructions tab and explore the other tabs to see your financial data flowing into the report.

Important Notes

Caution

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 formulas. You may initially see #ERROR! in cells with Bkper functions. Closing and reopening the Sheet can speed up the process. Eventually the errors disappear and balance values from your Book appear.

If you change the name of the Total Equity Group in your copy of the Book, you must also update that name in the query used by the Bkper Function in your copy of the Sheet report.