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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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Managing your account

Managing your account in Kick to update settings, manage workspace members, and keep track of your plan and billing. Below are the key areas of account management you can access from the Settings section.

Profile

Workspace members

Plans

Pricing & Billing

FAQ

→ Profile

← Financial Reports & Insights