Add, Edit, and Delete Accounts

Add custom accounts to any subtype, edit account names and numbers, or disable and delete accounts you no longer need.

Adding an account

Go to Accounting → Chart of Accounts, find the subtype you want to add an account to, and click the + icon on that row.

In the Add Account window:

1. Type the account name

2. If your client has multiple entities, select the entity or entities the account should apply to

3. Click Create

The Bank Account, Credit Card, and Payment Processor subtypes are typically populated automatically when you connect a financial account. If you try to add an account under one of these subtypes manually, Kick will suggest connecting an account instead.

To add accounts in bulk or import from your previous software, use the importer.

→ Import your Chart of Accounts

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Editing an account

Go to Accounting → Chart of Accounts, find the account you want to edit, and click the options menu (⋯) next to it. Select Edit to update the account name or account number.

Kick's standard account names can be edited, but the associated account type and subtype cannot be changed.

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Disabling an account

Disabling an account removes it from the Chart of Accounts dropdown throughout Kick and prevents any new transactions from mapping to it. Existing transactions and balances are preserved.

Any rules that map transactions to a disabled account will fall back to Uncategorized Income or Uncategorized Expenses, depending on the direction of the transaction. Review your rules before disabling an account.

Go to Accounting → Chart of Accounts, find the account, click the options menu (⋯), and select Disable.

Disabled accounts remain visible in the Chart of Accounts with a Disabled label but won't appear in any general ledger dropdowns going forward.

Not all accounts can be disabled:

• Accounts linked to a connected financial account (bank, credit card) — disable from the Accounts tab instead

• The default Uncategorized Income and Uncategorized Expenses accounts

Re-enabling an account

To re-enable a disabled account, find it in the Chart of Accounts, click the options menu (⋯), and select Enable. Once re-enabled, the account is available to use throughout Kick again. Rules mapping transactions to these accounts will apply for all transactions that sync after the account was re-enabled.

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Deleting an account

Deleting permanently removes an account from the Chart of Accounts. This is only possible for custom accounts with no activity. Kick's standard accounts cannot be deleted, but can be disabled if needed.

Go to Accounting → Chart of Accounts, find the account, click the options menu (⋯), and select Delete. Confirm the deletion.