Google Sheets
Import your Kick financial reports directly into Google Sheets - no downloading, no copy-paste.
Kick to Google Sheets™ pulls your financial reports from Kick into any spreadsheet in seconds. Add a report, turn on auto refresh, and build on top of live data — all without leaving Sheets.
Install it from the Google Workspace Marketplace.
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
Common use cases
Once your reports are in Sheets, you can do more than view them. Some common ways business owners use Kick to Google Sheets:
Share live financials: Instead of exporting a PDF every month, share a Google Sheet with your accountant, team, or investors. They always see the latest numbers.
Build your own dashboard: Add charts, KPIs, and commentary on top of Kick data in whatever layout works for you.
Create a reusable template: Set up dashboard tabs with formulas that reference your Kick report tabs, then refresh the report data each period. Your dashboard tabs stay intact.
Cash flow forecasting: Import historical Cash Flow Statement data on a dedicated report tab, build your forecast on a separate tab, and refresh actuals on a schedule.
One-time Set up
Install the add-on
Click Install and grant the requested permissions
Open the add-on
Open a Google Sheet file from your Google Drive. You can create a new spreadsheet or open an existing one.
Open the Kick add-on under Extensions → Kick, or via the side bar menu (look for the Kick icon)
If you're not signed in yet, click Sign in to Kick
Complete the login flow that opens in a new browser tab and approve access to Kick
When you see the confirmation message, close the tab and return to your spreadsheet
The sidebar updates to show your Kick profile when sign-in is complete
To disconnect, open the settings icon (gear) at the top of the sidebar and click Sign out.
Add a report
The sidebar has two tabs: Reports for adding new reports, and Refresh for keeping existing ones up to date.
On the Reports tab, select your Workspace
Select your Entity. This is a multi-select: check individual entities, or choose All to include everything in the workspace.
Choose a Report type, such as Profit & Loss, Balance Sheet, or General Ledger
Set your Date range (preset or Custom)
Adjust the Advanced filters if you need them
Click Add report to sheet
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.
Date range
Date range uses the same presets as Kick, including This year to last month, year/quarter/month to date, and to today ranges. Presets stay current on auto refresh as months roll forward, for example, This year to last month always ends on the last day of the previous month.
Choose Custom to pick a From and To date, or click months on the calendar. To keep the end date moving, click Today on the To field (or type Today). On each refresh, Kick updates the range through the current day in the Kick workspace timezone.
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
Each report goes into its own tab named after the entity and report type.
For dashboards, charts, or custom formulas, use separate tabs that reference the report tabs. Do not add columns or formulas directly to a report tab, because refresh rewrites report tabs in full.
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.
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.
2. Auto refresh
Turn on the Auto refresh toggle to have Kick keep the reports in this spreadsheet updated for you, so the numbers are current whenever someone opens the file.
After you turn it on, choose how often Kick should update the spreadsheet:
Daily
Every Monday or Friday, or every other Monday or Friday
1st, 15th, or last day of the month
1st or last day of the quarter
Use Daily when someone needs current numbers every day, such as a live dashboard. Use a month-end or quarter-end cadence for packages that should only roll forward after close.
Two or more people can refresh the same reports, as long as each person is signed in to Kick and has access to that entity.
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 summary, are not touched by refresh.
Share a spreadsheet
You can share a spreadsheet that contains your Kick data with your accountant, team, investors, or anyone else. Sharing is handled entirely by Google, not Kick.
How to share
Open the spreadsheet in Google Sheets
Click Share in the top-right corner (or go to File → Share → Share with others)
Add people by email, or click Copy link to generate a shareable URL
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
Click Send or Copy link, depending on how you are sharing
Who can refresh Kick data
Anyone signed in to Kick with access to the entity can add or refresh reports. Two or more users can refresh the same spreadsheet this way. People you share the sheet with can view (or edit) the spreadsheet in Google, but they cannot pull new data from Kick unless they sign in with their own Kick account that has access to that entity.
Limit access to people who need it
Spreadsheets you share may contain sensitive financial data. We recommend sharing with the smallest group necessary and using Viewer access when someone only needs to read the numbers.
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.
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.
Where your data is saved
Kick does not store your 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 you own or have access to. You can move it to a shared drive folder, rename it, or organize it however you normally manage files in Drive.
If you run multiple entities in one workspace, you can use a single spreadsheet with separate tabs for each entity, or keep each entity in its own spreadsheet.
Troubleshooting
FAQs
Need help? Contact Kick support.
Google Sheets™, Google Drive™ and Google Account™ are trademarks of Google LLC. Kick is not endorsed by or affiliated with Google LLC.
Last updated
Was this helpful?