> 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/chart-of-accounts.md).

# Chart of Accounts

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.

Go to **Accounting →** [**Chart of Accounts**](https://use.kick.co/chart-of-accounts) in your client's workspace. Kick Chart of Accounts uses this structure:

<table><thead><tr><th width="137.7734375">Term</th><th>What it is</th></tr></thead><tbody><tr><td><strong>Classification</strong></td><td>Assets, Liabilities, Equity, Income, or Expenses. Kick sets this automatically for you.</td></tr><tr><td><strong>Type</strong></td><td>Kick's types are fixed and set automatically for you (Cash, Operating Expenses, Income, and so on). Add an account or group under a type, or under a group that already sits there, and Kick assigns the type from that location. Drag it to another type in <strong>Edit Chart of Accounts</strong> to change it.</td></tr><tr><td><strong>Group</strong></td><td>A group you create under a type. It shapes the report as the sum of the accounts under it. You can't record journal entries to a group, and you can create up to 5 groups for each entity.</td></tr><tr><td><strong>Account</strong></td><td>A general ledger account. This is where transactions and journal entries post.</td></tr><tr><td><strong>Code</strong></td><td>The account number is fully customizable and can use digits and letters. Kick automatically assigns a six-digit code based on type as a starting point.</td></tr></tbody></table>

When you use Kick's Chart of Accounts, you work with Kick's accounts. You can rename and archive most of them, and add your own accounts and groups. See [Kick Standard Accounts](/accountants/setting-up/chart-of-accounts/kick-standard-accounts.md) for what you can change. To change the chart, click **Edit Chart of Accounts** and use the [CoA Editor](/accountants/setting-up/chart-of-accounts/coa-editor.md).

***

### FAQ

<details>

<summary><strong>What account types does Kick include?</strong></summary>

These types are fixed. Kick sets the classification from the type.

* **Assets:** Cash, Accounts Receivable, Inventory, Other Current Assets, Investments, Fixed Assets, Intangible Assets, Other Assets
* **Liabilities:** Accounts Payable, Credit Cards, Payroll Liabilities, Short-Term Loans, Other Current Liabilities, Long-Term Loans, Other Liabilities
* **Equity:** Equity
* **Income:** Income, Other Income
* **Expenses:** COGS, Operating Expenses, Other Expenses

</details>

<details>

<summary><strong>How do account numbers work?</strong></summary>

Codes are fully customizable and can use digits and letters. Kick assigns a six-digit starting code based on type: Assets start with 1, Liabilities 2, Equity 3, Income 4, Expenses 5, 6, 7, or 9, and Other Income and Other Expenses 8.

To hide account numbers, go to **Settings → Accounting** and turn off **Show account numbers** under **Preferences**.

</details>

<details>

<summary><strong>How do I export the Chart of Accounts?</strong></summary>

Set the page the way you want it, then click the download icon and choose CSV or Excel. The file matches what is on the page.

</details>

<details>

<summary><strong>Can I delete a standard account?</strong></summary>

Yes, if it has no activity and does not hold a role tied to automations. If it has a role, reassign the role first. See [Kick Standard Accounts](/accountants/setting-up/chart-of-accounts/kick-standard-accounts.md).

</details>

<details>

<summary><strong>What happens to rules if I archive an account?</strong></summary>

Rules that point to an archived account fall back to Uncategorized Income or Uncategorized Expenses, depending on the direction of the transaction. Review your rules before archiving.

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.kick.co/accountants/setting-up/chart-of-accounts.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
