QuickBooks Online → Kick Migration Checklist

The QuickBooks migration feature is currently in beta and available to select firms. Reach out to your Kick contact if you don't see it in your workspace.

If migrating accrual data: Enable the accrual ledger in Kick before starting — go to Settings (your profile icon on the top right of the workspace, or CMD+K) → Accounting → Accrual Ledger → Create Accrual Ledger for each relevant client. This must be done before migration begins; once a cash basis migration is complete, you can't start a new migration — the only option is to remove the existing migration entirely and restart.

Confirm how far the books are closed in QuickBooks (see Migration for timing guidance)

Migrate when you're done with bulk workflows for the period. Minor cleanup can happen post-migration via edits to migration entries or manual JEs.
Migrated transactions come over as individual journal entries — bulk categorization workflows on that historical data won't carry over
To check how far back your QBO data goes: open P&L in QBO → toggle Display columns by Year with All Dates

Agree on a migration start date. Everything before this date comes from QBO; Kick takes over from that date forward (the bookkeeping start date in Kick will be set to the day after your migration end date)

Full reference: Migration

Option A: New client (not yet in Kick)

From the Clients tab, click Add client (top right). You'll land on the How would you like to set up your Chart of Accounts? screen.

Select QuickBooks Online and connect to the client's QBO account

Fill in client details, entity type, bookkeeping start date, and plan

Set the migration date range and confirm client details to kick off the migration

Option B: Client already exists in Kick

Confirm the Kick start date matches the agreed takeover date (set during client setup, viewable in the Clients tab; see Editing Entity Start and End Dates)

Open Settings for the workspace → select Accounting in the left sidebar

In the Accounting migration section, click New migration → select QuickBooks Online

Select your firm → select the client

Click Next → Connect (read-only, one-way sync)

Enter the migration end date → click Continue and wait for the page to load

During Quickbooks Online authorization, do NOT click "Install for your firm". This is a common mistake. Select your firm first, then select the specific client only.

Reference: Chart of Accounts

After migration completes, Kick automatically generates a set of tasks. Go to the Tasks tab to see them. Tip: switch the group-by filter to By task group to stay organized

Open the Map Accounts task → click Map Accounts at the bottom

Walk through the COA list (QBO on left, Kick on right):

Bank and credit card accounts will show "task created"; skip these for now, they'll be connected in Phase 6
For custom accounts: hover the row → click Create Account on the right side
To undo a custom mapping: click the undo icon on that row

Pay extra attention to equity accounts: multi-owner entities often need custom mapping (e.g. splitting contributions vs. distributions per owner)

Click Accept Mapping (bottom right) to confirm

This is a good opportunity to clean up the chart of accounts. You can create new accounts, adjust types and subtypes, and leave accounts with no data unmapped; they won't bring anything over.

Go to Accounting → Profit and Loss

Confirm the P&L ties to QuickBooks for the migrated period

Note: beginning balances for reconciliation are auto-calculated, so no manual entry is needed (see Import Opening Balances if adjustments are ever needed)

Full reference: Connect Accounts

Go to the Tasks tab. Individual Connect Account tasks are auto-generated for each bank and credit card account identified during migration. Open each task to connect that account.

Alternatively, go to the Accounts tab (top of the page) to connect accounts directly

Connect bank accounts and credit cards via Plaid. The client can do this directly, or together if you have the logins (for unsupported banks, use the Universal Importer)

Rename accounts if needed: hover the row → 3 dots → Settings → Edit name (see Manage Integrations)

Reference: Tasks

Go to the Tasks tab → find Map migrated data under To Do and open it

For each migrated bank/CC account, map it to the matching live integration account; this creates one continuous transaction feed

For any accounts that are no longer active: click Mark as closed to complete that step

Migration is static. It does not auto-refresh. If your QBO data changes after migration or you want to extend the date range, reach out to the Kick team to resync (see Migration)

Need to redo the migration? Go to Settings → Accounting → Accounting migration and remove and restart the QuickBooks migration from there. This deletes the migration so you can start completely fresh.

Situation

What to do

Clicked "Install for your firm" by mistake

Back out and re-select firm → then select the client only

Books aren't substantially closed in QBO

Hold off. Minor cleanup is fine post-migration, but bulk workflows are lost

QBO data was updated after migration

Migration is static; contact the Kick team to resync

Account mapping went wrong

Settings → Accounting → Accounting migration, remove and restart the QuickBooks migration, then redo from Phase 3

Bank account is no longer active

Mark as closed in the Tasks mapping step

Institution not supported by Plaid

Use the Universal Importer to upload statements

Last updated 10 days ago

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Phase 1: Pre-migration

Phase 2: Scope the migration

Phase 3: Start the migration in Kick

Phase 4: Map the chart of accounts

Phase 5: Verify the migration

Phase 6: Connect live accounts

Phase 7: Map migrated accounts to live feeds

Phase 8: Important things to know

Common gotchas: quick reference