Kick Standard Accounts

Kick's Chart of Accounts uses Kick's accounts. You can rename and archive most of them. About 20 accounts have a role tied to automations, and you can reassign that role to another account.

When you use Kick's Chart of Accounts, you work with Kick's accounts. They are built to map to the entity type's tax form, and they vary by entity type. For example, a partnership includes accounts like Guaranteed Payments, while a single-member LLC would not.

You can add your own accounts and groups on top of this set. See Chart of Accounts.

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What you can change

On most Kick accounts you can:

• Rename the account (use Revert to default name to restore the original Kick name)
• Edit the Code
• Archive the account
• Delete the account, unless it holds a role tied to automations

You cannot change its type or merge it into another account. Archive it if you do not want it in dropdowns.

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Accounts with a role

Kick automations need a specific general ledger account for things like uncategorized cash, transfer matching, invoices, payroll, and owner activity. Those roles sit on Kick accounts by default. If you want that automation to post somewhere else, reassign the role to another account.

You cannot archive, delete, or merge an account that currently holds a role. Reassign the role first if you need to archive or delete the original account.

Account names can vary by entity type.

Account	Type	What Kick uses it for
Accounts Receivable	Accounts Receivable	Default account for customer invoice balances
Cash on Hand	Cash	Manually recorded cash payments on bills and invoices
Intercompany Receivables	Accounts Receivable	Fallback for amounts owed from related businesses when there is no dedicated due-to/from account
Bank Transfer Clearing	Cash	In-transit account when matching transfers between bank accounts
Payment Transfer Clearing	Cash	In-transit account when matching transfers to or from a payment processor
Accounts Payable	Accounts Payable	Default account for vendor bill balances
Intercompany Payables	Accounts Payable	Fallback for amounts owed to related businesses when there is no dedicated due-to/from account
Credit Card Clearing	Credit Cards	In-transit account when recording credit card payments
Sales Tax Payable	Other Current Liabilities	Sales tax collected on invoices
Customer Deposits	Other Current Liabilities	Customer deposits and prepayments applied on invoices
Owner Investments / Contributions	Equity	Moving a transaction between personal and business, and matching an incoming transfer to personal
Owner Draws / Distributions	Equity	Moving a transaction between business and personal, and matching an outgoing transfer to personal
Owner Capital / Capital / Retained Earnings	Equity	Accumulated earnings on the Balance Sheet
Revenue	Income	Default income account for invoice line items and transactions
Discounts and Allowances	Income	Invoice discounts and allowances
Uncategorized Income	Income	Cash-in activity that has not been categorized yet
Uncategorized Expenses	Operating Expenses	Cash-out activity that has not been categorized yet
Bad Debts	Operating Expenses	Customer balances written off as uncollectible
Salaries and Wages - Clearing	Operating Expenses	In-transit account for payroll activity

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Reassign a role

Use Reassign role when you want Kick automations to post to a different account than the one that holds the role today.

1. Go to Accounting → Chart of Accounts and click Edit Chart of Accounts
2. Filter to one entity
3. Open the row menu (⋯) on the account that has the role
4. Select Reassign role
5. Choose the account that should hold the role
6. Click Reassign

The picker only lists accounts in that entity that can take the role.

→ Chart of Accounts