> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/setting-up.md). # Setting Up - [Chart of Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts.md): Every entity in Kick comes with a standard Chart of Accounts, designed to map to that entity type's tax form. You can add groups and custom accounts on top of Kick's set. - [CoA Editor](https://docs.kick.co/accountants/setting-up/chart-of-accounts/coa-editor.md): Use the CoA editor to build a chart's structure in a client's workspace or a firm template: accounts, groups, order, codes, archiving, and roles. - [Kick Standard Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/kick-standard-accounts.md): See the default chart of accounts Kick sets up for each entity type and what you can change on its accounts. - [Import Opening Balances](https://docs.kick.co/accountants/setting-up/chart-of-accounts/import-opening-balances.md): Import a Balance Sheet from your previous accounting system to set opening balances in Kick. - [Remove an Opening Balance](https://docs.kick.co/accountants/setting-up/chart-of-accounts/remove-an-opening-balance.md): Remove an opening balance entry from an individual account in the Chart of Accounts. - [Ledgers](https://docs.kick.co/accountants/setting-up/ledgers.md): An overview of how the Cash and Accrual ledgers work in Kick. - [Organization vs Workspace](https://docs.kick.co/accountants/setting-up/organization-vs-workspace.md): Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof. - [Migration](https://docs.kick.co/accountants/setting-up/migration.md): Bring your clients' historical financial data into Kick from QuickBooks Online, or any other accounting software. - [QuickBooks Online → Kick Migration Checklist](https://docs.kick.co/accountants/setting-up/migration/quickbooks-migration-checklist.md): A phase-by-phase checklist for migrating a client from QuickBooks Online to Kick. - [Multi-Entity](https://docs.kick.co/accountants/setting-up/multi-entity.md): Run separate books for each of a client's entities in one workspace, with shared rules, a consolidated transactions feed, and automated intercompany entries. - [Adding & Removing Entities](https://docs.kick.co/accountants/setting-up/multi-entity/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes. - [Integrations](https://docs.kick.co/accountants/setting-up/integrations.md): Connect clients' banks, cards, payroll, bill pay, payment processors, and Google Sheets to Kick, and manage those connections. - [Connect Accounts](https://docs.kick.co/accountants/setting-up/integrations/connect-accounts.md): Bring your client's financial accounts into Kick via Plaid, direct integrations, or file import. - [Google Sheets](https://docs.kick.co/accountants/setting-up/integrations/google-sheets.md): Pull your clients' Kick reports straight into Google Sheets to build branded, always-current report packages. - [Use with AI](https://docs.kick.co/accountants/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md): Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets: build forecasts, run month-end review, and extend client deliverables with AI. - [Payment Processors](https://docs.kick.co/accountants/setting-up/integrations/payment-processors.md): Connect Stripe and PayPal to sync transaction-level detail into Kick, including customer information, product data, and automatic revenue and fee splits. - [Ramp](https://docs.kick.co/accountants/setting-up/integrations/ramp.md): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick. - [Mercury](https://docs.kick.co/accountants/setting-up/integrations/mercury.md): Connect Mercury to sync transactions, bank statements, and treasury activity directly. - [Gusto](https://docs.kick.co/accountants/setting-up/integrations/gusto.md): Connect Gusto to automatically sync payroll runs, domestic contractor payments, and reimbursements into Kick. - [BILL](https://docs.kick.co/accountants/setting-up/integrations/bill.md): Sync your BILL bills, invoices, vendors, customers, and payment directly into Kick. - [Manage Integrations](https://docs.kick.co/accountants/setting-up/integrations/manage-integrations.md): Update connected account settings, fix disconnections, merge accounts, and pause or remove connections from the Accounts tab. - [Universal Importer](https://docs.kick.co/accountants/setting-up/universal-importer.md): Upload bank statements and CSVs to bring in transaction data for institutions not supported by Plaid, or to backfill history beyond Plaid's lookback window. - [Multi-Account Statements](https://docs.kick.co/accountants/setting-up/universal-importer/multi-account-statements.md): Handle bank statements that combine multiple accounts into a single PDF. - [Invite your Clients](https://docs.kick.co/accountants/setting-up/invite-your-clients.md): Give your clients access to their workspace for a smooth collaboration --- # Agent Instructions This documentation is published with GitBook. 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