File № 00301 / Integration Jacket ← Back to ledger
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§ Integration — Google Sheets

Sync receipts to
Google Sheets.

On the Pro plan, connect Google once. The first confirmed receipt creates a spreadsheet named Slipsheet Ledger. Each later confirm appends a row: Date, Merchant, Category, Amount, Currency, Tax, Client, Notes.

14-day trial · No card · Cancel anytime
OAuth 2.0 · drive.file ✦ Never trains models ✦ Disconnect anytime ✦ Pro plan · Slipsheet Ledger
§ 01 — The Method

Snap it. Sheets has it.

Connect with Google OAuth on the Pro plan. Slipsheet creates the spreadsheet. From then on, every confirmed receipt writes the next row.

01 Step 1

Connect your Google account.

From Connections, on the Pro plan. OAuth uses the drive.file scope. Slipsheet creates Slipsheet Ledger and only reads and writes that file.

Scope · drive.file · Pro plan
02 Step 2

Slipsheet creates the sheet.

You do not pick an existing spreadsheet. On the first confirmed receipt, Slipsheet creates one named Slipsheet Ledger, with a tab named Receipts. Row 1 is Date, Merchant, Category, Amount, Currency, Tax, Client, Notes.

Slipsheet Ledger · Receipts
03 Step 3

Confirm. It writes.

A newly confirmed receipt is appended. If you later edit that receipt in Slipsheet, the same sheet row is updated. The CSV export is separate, and it is the file that carries file_name.

Appends on confirm · Updates that row
§ 02 — What syncs

Every field, itemised.

The columns written to Slipsheet Ledger, in this order. Renaming or reordering them in Google Sheets does not change the next sync.

№
Column
What lands in the sheet
Source
01
Date
Receipt date as YYYY-MM-DD, or blank.
Extracted
02
Merchant
Merchant name stored on the receipt.
Extracted
03
Category
Category stored on the receipt.
Inferred
04
Amount
Grand total.
Extracted
05
Currency
Currency code, or USD when the receipt has none.
Extracted
06
Tax
Tax amount, or blank.
Extracted
07
Client
Client tag you set on the receipt.
You
08
Notes
Notes from the review queue.
You
§ 03 — Who it's for

Built for the spreadsheet-native.

Case · 01

Freelancers who file once a quarter.

Confirm receipts as they happen. By quarter-end, Slipsheet Ledger already has a row per receipt. Pivot and sum it in Sheets.

Case · 02

Agencies tracking reimbursables.

Tag the client on the receipt. It lands in the Client column of the same Slipsheet Ledger. One spreadsheet, not one file per client.

Case · 03

Anyone who also needs a file.

Sheets sync and the CSV export are separate. The CSV is slipsheet-YYYYMMDD.csv, and it is what you open in Excel or import into QuickBooks or Xero.

§ 04 — The old way vs. Slipsheet

Put down the data entry.

Manual data entry

Typing receipts into Sheets.

  • ✗ Open each receipt, squint at the total, type it in.
  • ✗ Remember whether that was the tax or the total.
  • ✗ Lose the pile until the quarter closes.
  • ✗ Re-key a month of slips the night before you file.
  • ✗ Pay someone else to do the above.
Slipsheet + Google Sheets

Snap, confirm, it's in the sheet.

  • ✓ Drop a photo or forward an email.
  • ✓ Fix the field the model squinted at, then confirm.
  • ✓ A row appears in Slipsheet Ledger.
  • ✓ Edit the receipt later and that same row updates.
  • ✓ Export the CSV when you need a file, not a live sheet.
§ 05 — Questions, answered

The fine print.

No. We use the drive.file scope. Slipsheet creates Slipsheet Ledger and only reads and writes that file. Nothing else in your Drive is visible to us.
No. Slipsheet creates a spreadsheet named Slipsheet Ledger the first time a confirmed receipt syncs. It does not append to a sheet you already have.
Edits you make only in Sheets stay until that receipt changes in Slipsheet. Confirming a new receipt appends a row. Editing a receipt that already synced updates that same row.
No. One Google connection writes one spreadsheet, Slipsheet Ledger. Client tags share the Client column. They do not fan out to separate sheets.
Pro. Starter still exports the CSV, which you can open in Google Sheets yourself. The connect button is on the Pro plan.
Disconnect from the Connections page, or revoke Slipsheet in your Google account. Rows already in the sheet stay. New receipts stop syncing until you connect again.
§ 06 — Your turn

Snap it.
Sheet it.

Google Sheets sync is on the Pro plan. The sheet is Slipsheet Ledger. Everyone else still gets the CSV.

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