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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
• Add cash transactions manually
• 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

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Step 1: Connect accounts

Step 2: Start your free trial

Step 3: Personalize

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