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.

For the complete reference — all Bkper Functions, column headers, and recording behavior — see the Google Sheets Add-on README.

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. See the Functions Reference for all available functions and their parameters.

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. See the Recording Reference for all recognized column headers and recording behavior.

Note

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

Generating Unique IDs

Assigning a unique ID to records on Google Sheets makes Transactions idempotent — a Transaction with a unique ID cannot be recorded twice in the same Book.

Freeze the first row of your Sheet with the column headers, and add an ID column alongside the system properties.

After freezing the first row, go to the Bkper extension and select Generate Transaction IDs.

The unique IDs are inserted in each row that has data.

Auto Record

Activate Auto Record on a tab, and each new row added to a Google Sheet is automatically recorded as a new entry in your Bkper Book. This is especially handy when data flows into your Sheet automatically — from a Google Form, a QUERY formula, or another integration.

Setting Up Auto Record

Open the sidebar from the Add-on menu and select the Book where you want to record the Transactions. Prepare the data you want to record automatically.

Select Auto Record on the Bkper Add-on menu.

Toggle the Auto Record switch to YES.

New rows on the tab are now automatically recorded in your Bkper Book.

Caution

When new rows are recorded, a pointer to the last recorded row is stored in the spreadsheet. Deleting a row already recorded may make the pointer stale, pointing to a blank row and preventing new lines from being recorded until the pointer is reached again. Avoid deleting already recorded rows. If you must delete one, reset the pointer by turning Auto Record off and back on for that tab.