With the introduction of dual exchange rate conversions, we've upgraded our Google Sheets integration to support account categorization. This ensures that actuals are converted using appropriate exchange rates — averages for P&L accounts and closing for balance sheet accounts.

Now, if the "Treat as entity" setting is enabled on your Google Sheets connection, you can categorize accounts as either Income, Expense, Asset, Liability, or Equity. This categorization allows data imported through Google Sheets to be included in consolidation templates and accurately treated as accounting data in Francis.

As part of these upgrades, we’ve aligned the data transformations for Google Sheets with those used by our native accounting integrations. As a result, accounting data imported through Google Sheets should follow these input formats to ensure correct import:

Francis changelog

Google Sheets account categorization