Google Sheets integration
Publish your financial reports to a managed Google Sheets spreadsheet.
Imprest exports report results to a managed spreadsheet. Spreadsheet edits are never imported into your books, and each destination file has its own report selection and sync schedule.
Google Sheets
ImprestHow it works
Three common scenarios, step by step.
Financial reports published
Sets the spreadsheet's reporting policy and checks the first export.
Example: your finance team needs a monthly Profit & Loss, Balance Sheet and Trial Balance.
Destination account connected
Google Sheets access authorized
Reports and settings chosen
Period and accounting basis set
Spreadsheet written
The first sync creates the file
Totals and freshness checked
The exported spreadsheet is opened and compared
After a successful export, the spreadsheet contains the selected report results. Later successful syncs refresh it under that file's settings.
Report sent from the report view
Shows how each report applies the destination's settings.
Example: you are viewing a year-to-date Profit & Loss and want it in the same export as a Balance Sheet.
Report opened in Imprest
Period, basis and breakdown selected
Export destination chosen
An existing spreadsheet or a new one
File's report policy applied
Each report keeps its own date and basis behavior
Other report tabs checked
Separate files for different policies
After sync, the Profit & Loss reflects the destination's period and basis, balance reports show an accrual snapshot, and aging shows current open items. Check these differences before comparing tabs.
Analysis kept separate from shared reports
Protects your team's analysis from the next refresh.
Example: your team annotates report variances and shares the results with a reviewer.
Managed file identified
Identifies the tabs the next sync rewrites
Analysis kept in separate tabs
Your own tabs, outside the report tabs
File access granted
Spreadsheet permission is set separately
Reports refreshed before review
The latest successful sync is confirmed
After permissions are checked and the reports are refreshed, reviewers can use the exported reports while your separate analysis stays outside the tabs Imprest rewrites.
Scope
Synchronized data and your controls.
Data synchronized
Report results, exported daily by default or when you choose Sync now. Each export reflects the report data available at the last successful sync, not every ledger change as it happens.
Your controls
Imprest clears and rewrites its report tabs on each sync. Analysis kept in separate tabs with different names is left alone. Period and basis settings affect each report differently, so check the date and basis on each tab.
Set up
Setting up Google Sheets.
Requirements
- Permission to manage settings or app connections in Imprest.
- A Google account that should own the spreadsheet. Imprest works only with the files it creates there.
- Permission to manage settings to send a report from its header.
Connect from Apps
- Open Apps, choose Add a connection, find Google Sheets and choose Connect.
- Choose Connect Google Sheets.
- Pick your Google account and allow access.
- Choose Open spreadsheet to see the spreadsheet the first sync created.
- Under Report tabs, choose the reports, the Period and the Basis, add a Name if you like, then choose Save settings.
Start from a report
- Open the report and choose Sync in its header.
- Pick a spreadsheet or a new one.
- Choose Sync now.
The first sync runs as soon as the Google account is connected, and settings changes apply on the next sync.
Full Google Sheets setup guide →All integrations →Google Sheets is a trademark of its owner, used here only to name the service Imprest connects to.