Import your Chart of Accounts

Import your previous Chart of Accounts into Kick, map accounts to Kick's standard Chart of Accounts, or create custom accounts in bulk.

Import your Chart of Accounts

Go to Accounting → Chart of Accounts and click Add Accounts in the top right.

An upload modal appears with two options:

• Upload a file — import a CSV or Excel export from your previous software

• Add manually — type account names directly and select a type and subtype for each

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Uploading a file

Click Upload file and select your exported Chart of Accounts. Once uploaded, your previous accounts appear on the left, with Kick's suggested mappings on the right.

Kick suggests mapping your accounts to its standard Chart of Accounts wherever possible. Mapping to standard accounts lets your client take advantage of the automations Kick has built around its Chart of Accounts. For accounts where the standard account works, accept the suggestion. For accounts where you need more detail, delete the mapping to create the account as a custom account instead.

Tip: This is a good opportunity to consolidate duplicates and clean up your client's Chart of Accounts before bringing it into Kick.

Reviewing mappings

For each account, you have three options:

• Accept the mapping — the suggested standard Kick account will replace the account from your previous accounting software

• Delete the mapping — removes the suggestion and creates your original account name as a custom account in Kick

• Change the mapping — click the dropdown to select a different Kick account

You can select multiple rows at once to delete mappings in bulk.

For accounts you're keeping as custom, review the Type and Subtype columns and adjust if needed. For mapped accounts, type and subtype are handled by the standard account — no changes required.

Click Save to create the accounts.

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Adding accounts manually

To add accounts without importing a file, use the same modal to type account names directly, then select the appropriate type and subtype for each. This is useful for adding a handful of accounts in bulk without a file export.

To add a single account, go to Accounting → Chart of Accounts, find the subtype row you want to add to, and click the + icon on that row.

Note: 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.

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Finding your custom accounts

After saving, custom accounts are labeled Source: Custom in the Chart of Accounts. Use the Source filter to isolate them.