Fix disconnected accounts, reassign accounts to entities, and manage your integration settings.
All your connected accounts are managed from the Accounts tab. Click the options menu (⋯) on any account to access its settings.
Bank connections can occasionally disconnect - usually because your bank requires re-authentication after a password change or security update. When this happens, the account shows a connection error on the Accounts tab.
Go to the Accounts tab
Click Fix connection on the affected account
Re-authenticate with your bank
Once reconnected, Kick automatically syncs any missed transactions.
If your bank issued new credentials or a new account number (due to fraud or an account migration), use Add account to connect the new account, then merge it with the original to keep your transaction history intact.
If an account is connected to the wrong business entity, you can reassign it without disconnecting.
Go to the Accounts tab
Click ⋯ on the account → Settings
Change the entity in the Details section
The start date controls how far back Kick pulls in transactions. It defaults to your bookkeeping start date. The end date stops syncing after a specific date.
Go to the Accounts tab
Click ⋯ on the account → Settings
Click Edit next to the Start date or End date
Pick a new date and click Set Date
Changing the start date may pull in additional historical transactions or remove existing ones. If you've already categorized transactions in that range, check with your accountant before making changes.
To disconnect an account entirely, go to the Accounts tab → click ⋯ → Remove account. Transactions already synced are not deleted - they remain in your books.
Last updated
Was this helpful?
Was this helpful?
