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.
| Date | Merchant | Total |
|---|---|---|
| APR 17 | Blue Bottle Coffee | $128.40 |
| APR 15 | Delta Airlines | $412.10 |
| APR 14 | Hertz Rental | $188.66 |
| APR 12 | Panera Bread | $14.72 |
Connect with Google OAuth on the Pro plan. Slipsheet creates the spreadsheet. From then on, every confirmed receipt writes the next row.
From Connections, on the Pro plan. OAuth uses the drive.file scope. Slipsheet creates Slipsheet Ledger and only reads and writes that file.
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.
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.
The columns written to Slipsheet Ledger, in this order. Renaming or reordering them in Google Sheets does not change the next sync.
Confirm receipts as they happen. By quarter-end, Slipsheet Ledger already has a row per receipt. Pivot and sum it in Sheets.
Tag the client on the receipt. It lands in the Client column of the same Slipsheet Ledger. One spreadsheet, not one file per client.
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.
Google Sheets sync is on the Pro plan. The sheet is Slipsheet Ledger. Everyone else still gets the CSV.