Adding & Removing Entities

Add or remove entities as your client's business structure changes.

Adding an entity

Adding entities beyond the first requires a Plus plan or above.

From the Accounts tab:

1. Go to the Accounts tab.
2. Click Add entity in the top right. This opens a guided full-page flow to set up the new entity.

You can also press ⌘K and select Add entity.

From the Clients tab:

1. Navigate to the client and click the options menu (⋯).
2. Click Add entity.

Kick generates a standard (but completely customizable → see Chart of Accounts) chart of accounts for the new entity based on the entity type you select.

Tip: The bookkeeping start date you set during entity creation controls when transaction data begins syncing for connected accounts. This can be updated later from the Clients tab.

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Removing an entity

Deleting an entity permanently removes all associated data. Take this action with caution.

1. Go to the Clients tab.
2. Hover over the entity and click the options menu (⋯).
3. Click Delete entity.

Not all roles can delete entities. See Permissions for more.