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👋  Welcome to Kick!

Kick 101

• Introduction
• What does Kick do?
  • Bookkeeping
  • Accounting
  • Insights
  • Services and Support
  • Admin & Security
• Who is Kick For?
• How is Kick different?
• FAQs

Start Guide📍

• Overview
• Step 1: Connect accounts
• Step 2: Start free trial
• Step 3: Personalize

Data & Integrations

• Overview
• Accounts
• Payment processors
• Data importer
• Troubleshooting & FAQ

Categorizing transactions

• Overview
• How are transactions categorized?
• Recategorize, edit and move transactions
• Split transactions
• FAQs

Personalization

• Overview
• Actions
• Custom Categories
• Rules
• Entities
• Members
• Classes & subclasses
• Automatic receipt matching
• Directory

Financial Reports & Insights

• Profit & Loss
• Balance Sheet
• Cash Flow Insights
• General Ledger
• FAQs

Managing your account

• Profile
• Workspace members
• Plans
• Pricing & Billing
• FAQs

Taxes & Accounting

• Chart of Accounts
• General Ledger
• Journal Entries
• Substantiation & Compliance
• End-of-Year Tax Package
• FAQs & Guides

Support

• Help Center
• Contact support
• Dedicated support

Contact sales

• Schedule demo
• Email sales

Refer & Earn

• Overview
• Account & Bookkeeper referral program

Partner Program

• Find a Kick partner
• Become a Kick partner

Security and Privacy

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What if my financial institution doesn’t connect to Plaid?

If your bank or credit card does not have a Plaid connection you can import your transaction data into Kick.

You’ll need to download your transactions either in .csv format or download your bank statements.

1. Import .csv data directly into Kick.
2. Import statements

Import your .csv data directly into Kick:

1. Navigate to the Accounts Tab

   Visit the “Accounts” tab via the sidebar or visit https://use.kick.co/accounts.

2. Add Account

3. Upload your file

4. In Review

Import your Bank, Credit Card or other financial statement directly into Kick:

1. Navigate to the Accounts Tab
2. Add Account
3. Upload your statements
4. In Review Our team will review your imported data. Please note that importing may take up to 24 hours. If you need additional support please reach out to [email protected] or send us a support message in Kick.

→ Troubleshooting & FAQ

← Payment Processor