> 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. The Chart of Accounts is fully customizable to support your client's reporting needs.
- [Import your Chart of Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/import-your-chart-of-accounts.md): Import your previous Chart of Accounts into Kick, map accounts to Kick's standard Chart of Accounts, or create custom accounts in bulk.
- [Add, Edit, and Delete Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/add-edit-and-delete-accounts.md): Add custom accounts to any subtype, edit account names and numbers, or disable and delete accounts you no longer need.
- [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)
- [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 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.
- [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.com](https://docs.kick.co/accountants/setting-up/integrations/bill.com.md): Sync your Bill.com 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


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