Google sheets set up guide

Watch this video (2 mins) to see how easy it is to set up PixieBooks for Google Sheets and send receipts via WhatsApp:

Or follow the steps below:

Step 1: Visit PixieBooks

• Go to pixiebooks.com and click Sign In.
• Select Sheets to begin the setup.

Step 2: Connect PixieBooks to Google

• Log in with your Google account.
• Click Continue to connect your Google account.
• Click Continue again to connect your Google Drive.

Step 3: Add Your Organisation

• Type your organisation name into the field provided.
• Click Add, then click Continue.

Step 4: Link Your Phone Number

• Enter your mobile phone number to connect WhatsApp.

Step 5: Send Receipts via WhatsApp

• Take a picture of your receipt.
• Send it to PixieBooks on WhatsApp.
• Wait for the two blue ticks to confirm it’s been received.
• Moments later, you’ll receive a clear summary of the receipt data, including the automatically selected tax code.

Step 6: Review Receipts in Sheets

• Log in to docs.google.com/spreadsheets or search for Google Sheets.
• Open the new spreadsheet called “PixieBooks”.
• Go to the Receipts tab to view all the bills you’ve submitted.

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And that’s it!

Your receipts now flow directly into Google Sheets through PixieBooks — keeping your bookkeeping simple, accurate, and organised.

If you need help at any point, feel free to reach out at [email protected].