# Guides

> Step-by-step guides for using Bkper — from your first sign-in to advanced workflows, accounting principles, Google Sheets, and automations.

Practical guides covering everything from your first sign-in to advanced financial workflows. Whether you're new to Bkper or looking to master specific features, start with the section that matches your needs.

- [Delete Bkper Data and Close Account](https://bkper.com/docs/guides/account-and-billing/delete-account.md): How to delete your data, revoke access, unsubscribe from emails, and fully close your Bkper account.
- [Bkper on Google Cloud](https://bkper.com/docs/guides/account-and-billing/google-cloud.md): How to subscribe to, upgrade, downgrade, and cancel Bkper through the Google Cloud Marketplace.
- [Manage Bkper Subscription](https://bkper.com/docs/guides/account-and-billing/manage-subscription.md): How to subscribe, upgrade, downgrade, cancel, update payment, and access invoices for your Bkper subscription.
- [Bkper Subscriptions](https://bkper.com/docs/guides/account-and-billing/subscriptions.md): Overview of Bkper subscription plans, transaction limits, billing cycles, and plan features.
- [Accrual Basis](https://bkper.com/docs/guides/accounting-principles/accounting-methods/accrual-basis.md): How to record transactions using the accrual method in Bkper — recognizing revenues and expenses when they occur, regardless of when cash moves.
- [Cash Basis](https://bkper.com/docs/guides/accounting-principles/accounting-methods/cash-basis.md): How to record transactions using the cash basis method in Bkper — recognizing revenue when payment is received and expenses when payment is made.
- [Billing and Invoicing](https://bkper.com/docs/guides/accounting-principles/billing-invoicing.md): How to handle billing, invoicing, and accounts receivable using Bkper alongside external invoicing solutions.
- [Bkper for Accountants](https://bkper.com/docs/guides/accounting-principles/bkper-for-accountants.md): How Bkper reimagines double-entry bookkeeping with a transaction flow paradigm — making accounting collaborative, automated, and secure.
- [Account Reconciliation](https://bkper.com/docs/guides/accounting-principles/fundamentals/account-reconciliation.md): How to reconcile your Bkper accounts against bank statements using daily balance values and the check mark feature.
- [Amortization](https://bkper.com/docs/guides/accounting-principles/fundamentals/amortization.md): How to record amortization of intangible assets in Bkper — gradually writing down the balance over the asset's useful life.
- [Balance Sheet and Equity](https://bkper.com/docs/guides/accounting-principles/fundamentals/balance-sheet-equity.md): How to view your equity in real-time by grouping asset and liability accounts in Bkper.
- [Bank Accounts](https://bkper.com/docs/guides/accounting-principles/fundamentals/bank-accounts.md): How to track multiple bank accounts in Bkper, view individual balances, and get a consolidated total using Groups.
- [Closing a Period](https://bkper.com/docs/guides/accounting-principles/fundamentals/closing-a-period.md): How Bkper handles period closing through continuous balance values, period reporting with date ranges, and locking periods to prevent changes.
- [Credit Cards](https://bkper.com/docs/guides/accounting-principles/fundamentals/credit-cards.md): How to record credit card expenses, partial payments, interest charges, and full payoffs in Bkper.
- [Double-Entry Bookkeeping](https://bkper.com/docs/guides/accounting-principles/fundamentals/double-entry-bookkeeping.md): Deep dive into double-entry bookkeeping in Bkper — T-accounts, account types, grouping strategies, and building a complete financial structure.
- [Inventory Depreciation](https://bkper.com/docs/guides/accounting-principles/fundamentals/inventory-depreciation.md): Record periodic write-downs of inventory or other assets using transactions between the asset, depreciation expense, and accumulated depreciation accounts.
- [Permanent Accounts and Balance Types](https://bkper.com/docs/guides/accounting-principles/fundamentals/permanent-accounts.md): Understand which accounts carry balances forward, which accounts track activity by period, and which transaction side increases each type in Bkper.
- [Profit & Loss and Net Income](https://bkper.com/docs/guides/accounting-principles/fundamentals/profit-loss-net-income.md): How to set up a Net Income group in Bkper to see your profit and loss result in real time — the difference between revenues and expenses for any period.
- [Recording Refunds](https://bkper.com/docs/guides/accounting-principles/fundamentals/recording-refunds.md): How to record refunds in Bkper by reversing the original transaction, whether you are issuing a refund on a sale or receiving a refund on a purchase.
- [Sales Taxes / VAT](https://bkper.com/docs/guides/accounting-principles/fundamentals/sales-taxes-vat.md): How to record sales tax and VAT transactions in Bkper, covering taxes included and not included in the sales price, plus settlement.
- [Multiple Currencies](https://bkper.com/docs/guides/accounting-principles/modeling/multiple-currencies.md): How to manage multiple currencies in Bkper by keeping a separate book for each currency and linking them through intercompany accounts.
- [Structuring Books and Collections](https://bkper.com/docs/guides/accounting-principles/modeling/structuring-books-collections.md): Guidance on when to use one Book, multiple Books, or Collections in Bkper — covering multi-currency, segmentation, and automation scenarios.
- [Tracking Departments, Projects, and Cost Centers](https://bkper.com/docs/guides/accounting-principles/modeling/tracking-departments-projects.md): How to organize your Bkper Book to track multiple segments — departments, properties, projects, or cost centers — from simple hashtags to separate Books.
- [Capital Contributions](https://bkper.com/docs/guides/accounting-principles/owners-equity/capital-contributions.md): How to record capital contributions in Bkper, including the difference between debt and non-debt contribution agreements.
- [Owner's Withdrawal](https://bkper.com/docs/guides/accounting-principles/owners-equity/owners-withdrawal.md): How to set up and record owner's withdrawal (draw) transactions in Bkper for sole proprietors.
- [Retained Earnings](https://bkper.com/docs/guides/accounting-principles/owners-equity/retained-earnings.md): How to track net income over time using a retained earnings account in Bkper — transitioning profits and losses from the income statement to the balance sheet.
- [Accounts Payable](https://bkper.com/docs/guides/accounting-principles/payables/accounts-payable.md): How to track what you owe to suppliers in Bkper using intermediate liability accounts for accounts payable.
- [Loan Payable](https://bkper.com/docs/guides/accounting-principles/payables/loan-payable.md): How to set up accounts and record loan transactions in Bkper — tracking principal, interest, and periodic payments.
- [Accounts Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/accounts-receivable.md): How to track what customers owe you in Bkper using intermediate asset accounts for accounts receivable.
- [Aging Accounts Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/aging-accounts-receivable.md): How to track aging on accounts receivable in Bkper by recording sales, scheduling expected payments, and monitoring collection status.
- [Loan Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/loan-receivable.md): How to track loans you have made to others, including the outstanding balance and periodic interest revenue.
- [Apps & Bots](https://bkper.com/docs/guides/automations/apps-and-bots.md): Automate repetitive bookkeeping with Bkper Apps and Bots — from tax calculations and currency conversions to inventory tracking and document parsing.
- [Automations Portal](https://bkper.com/docs/guides/automations/automations-portal.md): Access and manage your Bkper Apps, Bots, and Bank Connections from the Automations Portal — including user connections and book integrations.
- [Bank Connections](https://bkper.com/docs/guides/automations/bank-connections.md): Connect Bkper to your financial institution to record bank and credit card transactions directly in your Books.
- [Bkper Agent](https://bkper.com/docs/guides/automations/bkper-agent.md): Automate bookkeeping with the Bkper Agent — intelligent transaction categorization and document parsing powered by AI.
- [CSV Export App](https://bkper.com/docs/guides/automations/csv-export-app.md): The CSV Export App has been deprecated — use the Bkper Add-on for Google Sheets or drag and drop instead.
- [Exchange Bot](https://bkper.com/docs/guides/automations/exchange-bot.md): Automatically mirror transactions across multiple currency books and calculate unrealized FX gains and losses with the Bkper Exchange Bot.
- [Inventory Bot](https://bkper.com/docs/guides/automations/inventory-bot.md): Automatically track inventory quantities and calculate cost of goods sold using FIFO with the Bkper Inventory Bot.
- [Portfolio Bot](https://bkper.com/docs/guides/automations/portfolio-bot.md): Track quantities, calculate realized profits and losses, and manage revaluations for financial instruments with the Bkper Portfolio Bot.
- [Subledger Bot](https://bkper.com/docs/guides/automations/subledger-bot.md): Consolidate transactions from subledger books into a general ledger automatically with the Bkper Subledger Bot.
- [Tax Bot](https://bkper.com/docs/guides/automations/tax-bot.md): Automatically calculate and record tax entries on purchase or sales transactions with the Bkper Tax Bot.
- [Best Practices](https://bkper.com/docs/guides/getting-started/best-practices.md): Practical guidelines for structuring Books, Accounts, Groups, and Transactions in Bkper — keep it simple, avoid common pitfalls, and maintain clean records.
- [Get Help](https://bkper.com/docs/guides/getting-started/get-help.md): Find the best resources for learning Bkper, getting support, and connecting with the community.
- [Build Your First Report](https://bkper.com/docs/guides/google-sheets/first-report.md): A hands-on tutorial that walks you through fetching live balance data from Bkper into Google Sheets and building a simple financial report.
- [Install the Add-on](https://bkper.com/docs/guides/google-sheets/install.md): How to install and authorize the Bkper Add-on for Google Sheets from the Google Workspace Marketplace.
- [Financial Statements on Google Sheets](https://bkper.com/docs/guides/templates/financial-statements.md): Build dynamic Balance Sheets, Income Statements, and Retained Earnings reports on Google Sheets using live data from your Bkper book.
- [Business General Ledger Template](https://bkper.com/docs/guides/templates/general-ledger-template.md): Get started quickly with Bkper and the Google Sheets Add-on by copying the General Ledger Book template and its companion Sheet report.
- [Profit and Loss Report](https://bkper.com/docs/guides/templates/profit-and-loss.md): Fetch data from a Bkper book and build a dynamic P&L statement on Google Sheets using the Bkper Add-on and Bkper Functions.
- [Spend Management Template](https://bkper.com/docs/guides/templates/spend-management.md): Track team expenses, manage budgets, and process reimbursements using Bkper's Spend Management template with built-in approval workflows.
- [Issue Tracker and Service Status](https://bkper.com/docs/guides/troubleshooting/issue-tracker-status.md): Report bugs, request features, and check Bkper service availability through the issue tracker and status pages.
- [Known Issues - Google Sheets](https://bkper.com/docs/guides/troubleshooting/known-issues-google-sheets.md): Troubleshooting guide for common issues with Bkper Functions in Google Sheets.
- [Known Issues - Bkper Web App](https://bkper.com/docs/guides/troubleshooting/known-issues-web-app.md): Common login and browser issues with the Bkper web app, and how to resolve them.
- [Accounts](https://bkper.com/docs/guides/using-bkper/accounts.md): Create and manage Accounts in Bkper — set up, edit, archive, delete, set opening balances, and navigate the Accounts Menu.
- [Attachments](https://bkper.com/docs/guides/using-bkper/attachments.md): Attach files to transactions for paperless bookkeeping — upload via the paperclip, drag and drop, email forwarding, or mobile capture.
- [Balances Audit](https://bkper.com/docs/guides/using-bkper/balances-audit.md): How Bkper automatically audits account balances to guarantee consistency, and how to trigger an audit manually.
- [Book Sharing](https://bkper.com/docs/guides/using-bkper/book-sharing.md): Share Bkper Books with collaborators at different permission levels — control visibility, manage access, and work together in real time.
- [Books](https://bkper.com/docs/guides/using-bkper/books.md): Create and manage Books in Bkper — configure settings, copy, delete, and find your Book ID.
- [Chart of Accounts](https://bkper.com/docs/guides/using-bkper/chart-of-accounts.md): How to build and organize a Chart of Accounts in Bkper — grouping, hierarchies, and scaling from simple to complex.
- [Chart Reports](https://bkper.com/docs/guides/using-bkper/chart-reports.md): Visualize balance values over time with Bkper Charts — drill into Group hierarchies and analyze trends interactively.
- [Collections](https://bkper.com/docs/guides/using-bkper/collections.md): Create, manage, and navigate Collections — organize related Books for streamlined multi-book workflows.
- [Comments](https://bkper.com/docs/guides/using-bkper/comments.md): Communicate in context by leaving comments on transactions, search results, accounts, groups, or hashtags — with @mentions, notifications, and email replies.
- [Export Data from Bkper](https://bkper.com/docs/guides/using-bkper/data-import-export/export-data.md): Export transactions and financial data from Bkper to Google Sheets or other formats for backup, reporting, or migration.
- [Import Data into Bkper](https://bkper.com/docs/guides/using-bkper/data-import-export/import-data.md): Import transactions from Google Sheets, CSV files, or other sources into your Bkper Book.
- [Date Range Slider](https://bkper.com/docs/guides/using-bkper/date-range-slider.md): Navigate through account balances over time using the Bkper Date Range Slider for quick financial insights.
- [Drag and Drop Files](https://bkper.com/docs/guides/using-bkper/drag-and-drop.md): Drag and drop files into Bkper to record transactions, import CSV data, or attach documents — fewer clicks, less work.
- [Events](https://bkper.com/docs/guides/using-bkper/events.md): Understand how Events form the audit trail of every action in your Book — and how they power automations, bots, and AI agents.
- [External Links](https://bkper.com/docs/guides/using-bkper/external-links.md): Reference invoices, documents, and web resources from transactions using external links in Bkper.
- [Groups](https://bkper.com/docs/guides/using-bkper/groups.md): Create, rename, delete, hide, lock, and structure Groups in Bkper to organize your Accounts and simplify reporting.
- [Hashtags](https://bkper.com/docs/guides/using-bkper/hashtags.md): Use hashtags to categorize, search, and report on transactions across accounts in Bkper — from tagging to segment reporting.
- [Bkper Web App](https://bkper.com/docs/guides/using-bkper/mobile/mobile-web-app.md): Use the Bkper Web App to record transactions, manage books, track balances, and capture receipts across mobile and desktop.
- [Getting around in Bkper](https://bkper.com/docs/guides/using-bkper/navigating-bkper.md): Overview of the main pages in Bkper — Book list, Transactions, Accounts, and Automations.
- [Properties](https://bkper.com/docs/guides/using-bkper/properties.md): Store structured metadata on Books, Accounts, Groups, and Transactions using key/value custom properties — for automations, integrations, and richer reporting.
- [Record Transactions by Email](https://bkper.com/docs/guides/using-bkper/record-by-email.md): Record transactions with attachments by forwarding emails to your Bkper book — invoices, receipts, and bank statements are parsed automatically.
- [Record Guide](https://bkper.com/docs/guides/using-bkper/record-guide.md): How to record transactions in Bkper — amounts, dates, accounts, hashtags, attachments, and multipliers.
- [Search & Queries](https://bkper.com/docs/guides/using-bkper/search-and-queries.md): Find transactions, filter balances, and build reports using the Bkper query language — from the Search Assistant to saved queries and dynamic date variables.
- [Sign in to Bkper](https://bkper.com/docs/guides/using-bkper/signing-in.md): Use Google Sign-In to access Bkper with Gmail, Google Workspace, or another email address linked to a Google Account.
- [Transactions](https://bkper.com/docs/guides/using-bkper/transactions.md): Record, post, edit, check, split, and manage transactions in Bkper — from your first entry to batch operations.