> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/setting-up/integrations/google-sheets.md). # Google Sheets **Kick to Google Sheets™** pulls financial reports from Kick into any spreadsheet in seconds. Add reports for as many clients and entities as you need, turn on auto refresh, and build branded deliverables on top of live data. Install it from the [Google Workspace Marketplace](https://workspace.google.com/marketplace/app/kick/83078251972). {% hint style="success" %} **Kick reports land as live spreadsheet data, so Gemini, Claude, ChatGPT, or other AI tools can summarize trends, build forecast tabs, and run month-end review on your client's numbers - all in the same workbook** → [**Read how to use AI with Kick to Google Sheets**](/accountants/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md) {% endhint %} *** ## Common use cases * **Branded client deliverables:** Build a management report package in your own firm's template, with your logo and layout, on top of live Kick data. No more re-exporting and re-formatting every month. * **Multi-entity packages:** Pull several entities into one spreadsheet, each on its own tab, then roll them up however the client needs. * **Custom reporting Kick doesn't produce natively:** KPI dashboards, rolling forecasts, sensitivity tables, covenant calculations, and class- or property-level analysis. * **Deliver instead of export:** Share one Google Sheet with the client and let auto refresh keep it current, rather than emailing a new PDF each month. * **Working papers:** Pull a General Ledger or Trial Balance for a period and tie out on adjacent tabs. *** ## One-time Set up ### Install the add-on 1. Open the [Kick listing on the Google Workspace Marketplace](https://workspace.google.com/marketplace/app/kick/83078251972) 2. Click **Install** and grant the requested permissions {% hint style="info" %} If your firm is on Google Workspace and add-on installs are restricted, your Workspace admin may need to allowlist the Kick add-on before you can install it. {% endhint %} ### Open the add-on 1. Open a Google Sheet file from your Google Drive (recommended to save in a Client folder). You can create a new spreadsheet or open an existing one 2. Open the Kick add-on under **Extensions → Kick**, or via the **side bar menu** (look for the Kick icon) {% embed url="" %} 3. If you're not signed in yet, click **Sign in to Kick** 4. Complete the login flow that opens in a new browser tab and approve access to Kick 5. When you see the confirmation message, close the tab and return to your spreadsheet 6. The sidebar updates to show your Kick profile when sign-in is complete The add-on inherits your own Kick permissions, so you'll see every client workspace you have access to. To disconnect, open the settings icon (gear) at the top of the sidebar and click **Sign out**. {% hint style="info" %} **Pop-up blockers:** Kick sign-in opens in a new tab. If nothing happens when you click **Sign in to Kick**, allow pop-ups for Google Sheets (`docs.google.com`) and Kick (`kick.co`). See [Troubleshooting](#troubleshooting) below. {% endhint %} *** ## Add a report The sidebar has two tabs: **Reports** for adding new reports, and **Refresh** for keeping existing ones up to date. 1. On the **Reports** tab, select the client **Workspace** 2. Select the **Entity**. This is a multi-select: check individual entities, or choose **All** to include every entity in the workspace. 3. Choose a **Report type**, such as Profit & Loss, Balance Sheet, or General Ledger 4. Set your **Date range** 5. Adjust the **Advanced filters** if you need them 6. Click **Add report to sheet** {% embed url="" %} The report loads in a few seconds, and the sidebar confirms **Report imported.** Add as many reports as you'd like to the same spreadsheet. ### Advanced filters The filters available are similar to those each report has in Kick: * **Columns:** how the report is broken out, for example **Total only** or **By month** * **Class:** limit the report to specific classes * **Counterparty:** limit the report to specific customers or vendors * **Compare:** add comparison columns, such as the prior year and the percentage change
Advanced filters in the Kick to Google Sheets sidebar: Columns, Counterparty, and Compare
Each report goes into its own tab named after the entity and report type. {% hint style="warning" %} Build your dashboards, schedules, and client-facing tabs on **separate tabs** that reference the report tabs with formulas. Do not add columns or formulas directly to a report tab, because refresh rewrites report tabs in full. {% endhint %} *** ## Refresh reports Open the **Refresh** tab in the sidebar to see every report you've added to the **current spreadsheet**, grouped by entity. Each report shows when it was last updated, and the top of the tab shows when the spreadsheet last synced.
The Refresh tab showing one report and the auto refresh toggle
There are 2 available options to sync live data from Kick: **1. One time refresh** * **Refresh a single, selected report:** Click the refresh icon on the report row to pull the latest data from Kick. * **Refresh all reports in the worksheet:** Click **Refresh all reports** at the bottom of the tab to update every report in the spreadsheet at once. This is the fastest way to roll a whole client package forward after close. **2. Auto refresh** Turn on the **Auto refresh** toggle to have Kick keep the reports in this spreadsheet updated for you, so a client opening the file always sees current numbers. **What refresh changes** Kick rewrites the full report. Any extra columns, formulas, or formatting you added to a report tab will be **overwritten**. Tabs you created yourself, such as a dashboard or schedule, are **not** touched by refresh. {% hint style="info" %} If you deliver locked or finalized periods, leave auto refresh **off** on those spreadsheets so a signed-off package doesn't change after you send it. Use auto refresh for live dashboards instead. {% endhint %} *** ## Share a spreadsheet with a client Sharing is handled entirely by **Google**, not Kick. **How to share** 1. Open the spreadsheet in Google Sheets 2. Click **Share** in the top-right corner (or go to **File → Share → Share with others**) 3. Add people by email, or click **Copy link** to generate a shareable URL 4. Set each person's role: * **Viewer:** can see the data but not edit or refresh * **Commenter:** can view and leave comments * **Editor:** can change the spreadsheet contents 5. Click **Send** or **Copy link**, depending on how you are sharing For client deliverables, **Viewer** is usually the right role. It lets the client read current numbers without changing your formulas or template. **Who can refresh Kick data** Only the Kick user with permissions to the client data can add or refresh reports. Clients you share the sheet with can view (or edit) it in Google, but they cannot pull new data from Kick unless they sign in with their own Kick account that has access to that workspace. **Keep client data separated** Kick is **not responsible for who can access a spreadsheet once you share it through Google**. Kick cannot see, manage, or revoke Google sharing permissions. You control access from the **Share** button in Google Sheets at all times. {% hint style="warning" %} Never put two clients' data in one shared spreadsheet. Before sharing externally, review who has access under **Share** and remove anyone who no longer needs it. Treat shared links like credentials. Anyone with the link may be able to open the file, depending on your Google sharing settings. {% endhint %} *** ## Where the data is saved Kick does **not** store the spreadsheet on Kick's servers. Everything is saved in **your Google account**: * **Which file:** The report is written into whichever Google Sheet you have open when you click **Add report to sheet**. Open or create that spreadsheet first. Kick does not create a separate file for you. * **Which tab:** Kick adds the report to a **tab** inside that spreadsheet, named after the entity and report type. * **Where it lives:** The spreadsheet is stored in **Google Drive**, like any other Google Sheet. Most firms keep client packages in a shared drive folder per client. For multi-entity clients, you can use a single spreadsheet with separate tabs per entity, or keep each entity in its own spreadsheet. Tip: Keep separate clients in separate spreadsheets so sharing one deliverable never exposes another client's data. *** ## Troubleshooting
Can't sign in to Kick / nothing happens when I click Sign in Kick sign-in opens a **new browser tab**. If no tab opens, a pop-up blocker is usually the cause. 1. **Allow pop-ups** for `docs.google.com` and `kick.co` (check the blocked-pop-up icon in your browser's address bar, and disable pop-up blocking in ad blockers or privacy extensions) 2. Click **Sign in to Kick** again and complete login in the new tab 3. Click **Authorize** or **Approve** on the Kick connection screen. Do not close the tab before this step. 4. Return to your spreadsheet; the sidebar should update within a few seconds If it still fails: open the settings icon (gear) → **Sign out**, try again in a private/incognito window, or confirm you are signing into the correct Kick account.
Sign-in completed but the sidebar still shows "Not signed in" 1. Close the authorization tab and return to your spreadsheet 2. Reopen the sidebar: **Extensions → Kick → Open** 3. Wait up to 2 minutes. The sidebar checks for sign-in automatically. 4. If it still shows **Not signed in**, sign out and sign in again
"Sign-in not completed. Try again." The sidebar did not detect a finished sign-in within about 2 minutes. Usually the Kick tab was blocked, closed early, or authorization was skipped. Allow pop-ups, complete the full flow (sign in → approve → see the success message), and try again.
A client workspace or entity is missing from the dropdown The add-on only shows workspaces and entities your Kick account can access. Confirm your access in Kick, then sign out and back in to refresh the list. If you're switching between your own organization and a client workspace, make sure you're signed in with the account that has the access you need.
Report does not appear after clicking Add report to sheet Make sure you have a Google Sheet open, the date range is valid, and your connection is active. Try adding the report into a blank tab. If the issue persists, sign out and sign back in.
Connection failure or a similar login error Your session with Kick has likely expired. Open the settings icon (gear) → **Sign out**, sign back in, and add the report again.
Balance Sheet or Trial Balance is empty or fails These reports require opening balances in the client's workspace. Complete [opening balance setup](/accountants/setting-up/chart-of-accounts/import-opening-balances.md) in Kick, then try again.
Refresh does not update the data Use the refresh icon on the report row in the **Refresh** tab, or **Refresh all reports** to update everything at once. For hands-off updates, turn on the **Auto refresh** toggle. Only the signed-in Kick user can refresh. Clients with view access cannot.
Data formatting looks wrong Existing formatting on a tab can interfere. Try adding the report into a blank tab, or clear formatting on the target tab first.
I see the wrong workspace or entity data The add-on uses whichever Kick account is signed in. Sign out, sign in with the correct account, and re-select the right **Workspace** and **Entity**.
*** ## FAQs
What happens to my dashboard tabs and formulas when I refresh? Refresh rewrites the **report tab** with the latest data from Kick. Any columns, formulas, or formatting you added to that tab will be overwritten. **Other tabs are preserved.** Dashboards, charts, and schedules on separate tabs that reference the report data are not changed by refresh, as long as your formulas point to cells that still exist after the refresh.
Can I put multiple clients in one spreadsheet? Technically yes, but don't. Sharing that file with one client would expose the others. Use one spreadsheet per client, and separate tabs for that client's entities.
Can I add reports for multiple entities? Yes. The **Entity** selector is a multi-select, so you can check several entities or choose **All**. Each report is added to its own tab, and the **Refresh** tab groups them by entity.
Can I reuse one template across clients? Yes, and it's the main reason to build packages this way. Set up your firm's template once with dashboard tabs that reference the report tabs, then make a copy for each client and add that client's reports. Keep report tab names consistent so your formulas carry over.
Is there an extra cost? No. Kick to Google Sheets is included at no extra cost.
*** Need help? [Contact Kick support](https://kick.co/support). *** *Google Sheets™, Google Drive™ and Google Account™ are trademarks of Google LLC. Kick is not endorsed by or affiliated with Google LLC.* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/accountants/setting-up/integrations/google-sheets.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.