> 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/integrations/google-sheets.md). # Google Sheets {% hint style="warning" %} **Kick to Sheets is currently available to beta users.** [**Contact us**](https://kick.co/support) **to request access.** {% endhint %} Kick to Sheets is a Google Sheets add-on that pulls your financial reports from Kick into any spreadsheet in seconds. Add a report, set it to auto-refresh, and build on top of live data — all without leaving Sheets. Install from [Google Workspace Marketplace](https://workspace.google.com/marketplace) and search **Kick to Sheets**. *** ## Common use cases Once your reports are in Sheets, you're not limited to just viewing them. Some common ways to use Kick to Sheets: * **Share one link with your client:** Instead of exporting a PDF every month, share a live Google Sheet. Your client always has access to the latest numbers. * **Build your own dashboard:** Add charts, KPIs, and commentary on top of Kick data in whatever layout works for you or your client (recommended to customize your dashboard using your preferred AI tool, such as Claude, ChatGPT, and Gemini). * **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. **Use with AI** Use the built-in Google's Gemini to read and reason over your data directly. Ask Gemini to summarize trends, flag anomalies, or draft commentary and dashboards — all from the same spreadsheet. {% hint style="info" %} **Prefer to work outside of Sheets?** Kick also supports access to your financial data via MCP, which lets AI tools like Claude query your reports directly without needing to export anything. [Learn more about Kick AI & Automation →](https://docs.kick.co/ai) {% endhint %} *** ## Set up **Install the add-on** 1. Open [Google Workspace Marketplace](https://workspace.google.com/marketplace) and search **Kick to Sheets** 2. Click **Install** and grant the requested permissions 3. The add-on is now available in every Google Sheet under **Extensions → Kick to Sheets** **Sign in to Kick** 1. Open any Google Sheet and go to **Extensions → Kick to Sheets → Open** 2. The sidebar opens. If you're not signed in yet, Kick may start sign-in automatically — or click **Sign in to Kick** 3. A new browser tab opens. Complete the login flow and approve access to Kick 4. When you see **Kick authorization complete. You can close this tab and return to Sheets**, close the tab and return to your spreadsheet 5. The sidebar updates to show your Kick profile when sign-in is complete To disconnect, open the settings icon (gear) in the sidebar and click **Sign out**. {% hint style="info" %} **Pop-up blockers:** Kick sign-in and Google connection both open 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 1. Open the Google Sheet where you want the report to live — create a new spreadsheet or open an existing one in Google Drive 2. Open the sidebar: **Extensions → Kick to Sheets → Open** 3. In the **Add report** tab, select your **Workspace** and **Entity** (or **All entities** if your workspace has more than one) 4. Choose a **Report type** 5. Set your **Date range** (for example, **Last Month** or **Custom** with start and end dates) 6. Optionally expand **Advanced filters** to set **Columns**, **Class**, **Counterparty**, and other filters depending on the report type 7. Click **Add report to sheet** 8. Add as many reports as you'd like The report loads in about 10 seconds. The sidebar shows **Report imported.** when it's done. Reports come in as real spreadsheet data. 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 if you plan to refresh it. *** ## Where your data is saved Kick to Sheets 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 (typically named after the entity and report type, such as `Acme LLC - Profit & Loss`). * **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 want reports for multiple clients or entities in one place, use a single spreadsheet with separate tabs. If you prefer to keep clients separate, use a different spreadsheet for each. *** ## Manage and refresh reports Open the **Manage** tab in the sidebar to see every report you've added to the **current spreadsheet**. **Refresh a single report:** Click the refresh icon on the report row to pull the latest data from Kick. **Refresh from the menu:** You can also use **Extensions → Kick to Sheets → Refresh current report** for the most recently imported report. **What refresh changes** * **Report tabs** — Kick rewrites the full report. Any extra columns, formulas, or formatting you added to a report tab will be **overwritten**. * **Other tabs** — Tabs you created yourself (such as a dashboard or summary) are **not** touched by refresh. **Auto-refresh (scheduled updates):** 1. Open the **Manage** tab 2. Click **Connect realtime updates** and complete Google authorization in the new tab (allow pop-ups if prompted) 3. Choose an **Auto-refresh** schedule from the dropdown Kick keeps linked reports updated on that schedule. Only the linked report tabs are rewritten — other tabs in the spreadsheet are preserved. *** ## Share a spreadsheet You can share a spreadsheet that contains Kick data with clients, teammates, or anyone else — but 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 **Who can refresh Kick data** Only the Kick user who is signed in to the add-on can add or refresh reports. 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 workspace. **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. {% hint style="warning" %} 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 %} *** ## 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 to Sheets → 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.
"Connect realtime updates" does not open Google authorization This step also opens a new tab. Allow pop-ups from `docs.google.com` and `accounts.google.com`, then try again from the **Manage** tab. If you see **Google connection not completed. Try again.**, the tab was blocked or closed before authorization finished.
No workspaces or no entities appear Confirm your Kick account has access to the workspace and entity you need. Sign out and back in to refresh the list. Accountants should verify they are assigned to the client's entity in Kick.
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.
Balance Sheet or Trial Balance is empty or fails These reports require opening balances in Kick. Go to **Accounting → Balance Sheet** in Kick, complete any opening balance setup, then try again.
Refresh does not update my data Use the refresh icon on the report row in the **Manage** tab, or **Extensions → Kick to Sheets → Refresh current report**. For scheduled updates, confirm **Connect realtime updates** is complete and an **Auto-refresh** schedule is selected. Only the signed-in Kick user can refresh — shared viewers 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 client 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 other 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.** If you build dashboards, charts, or summary formulas on separate tabs that reference the report data, those tabs are not changed by refresh — as long as your formulas point to cells that still exist after the refresh.
Can I add reports for multiple entities? Yes. If your workspace has more than one entity, select **All entities** or choose specific entities and add each report into separate tabs.
Is there an extra cost? No. Kick to Sheets is included with your Kick account during the beta.
*** Need help or want beta access? [Contact Kick support](https://kick.co/support). --- # 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/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.