Switch from Google Sheets

Download your sheet as a file. Pop Books never signs in to Google. Pop Books accepts .xlsx and .csv from Google Sheets.

What to export

1. Open your sheet in Google Sheets.
2. Choose File, then Download, then Microsoft Excel (.xlsx) or Comma-separated values (.csv). A .csv saves only the sheet you have open.
3. On the Switch from… screen, choose From a spreadsheet, then Google Sheets, and drop the file in.
4. Say what each file is, such as accounts, contacts, items or trial balance.

Bank lines from a spreadsheet are added after the main import and are not removed by the 30-day undo.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Google Sheets.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Google Sheets. If a name differs, look for the closest one.
• No real export from Google Sheets has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Google Sheets and makes no network call to it.