Balance Sheet

Your Balance Sheet lists your business’s assets, liabilities, and equity as of a specific date, reflects the business’s financial position based on recorded transactions and will be used by your tax professional for tax preparation.

How to Review Your Balance Sheet

There are two ways to access your Balance Sheet.

Accounting Tab - Navigate to the Accounting Tab on the sidebar or visit this link: https://use.kick.co/accounting
Views (or Pages) - Navigate to the entity whose report you’d like to view. Click the drop down arrow to the right of the entity name to review the “Balance Sheet” tab under “Accounting”.
Choose Date - In the top left corner choose the date you’d like your Balance Sheet to reflect.

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Filter Balance Sheet by Class

If you track assets, liabilities, or equity by project, department, or location, you can filter your Balance Sheet by class.

Why Can’t I See My Balance Sheet?

The Balance Sheet is available for Plus Plan users. If you’re on a Basic or Free Plan, you won’t be able to view your Balance Sheet. → Jump to How to Upgrade My Plan

If you are a Plus Plan user, but have not yet unlocked your Balance Sheet, please make sure that:

You have an active Plus Plan Subscription (not a Trial).
You have submitted this Onboarding Survey.