# Import your Chart of Accounts ### 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 *** ### 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. {% hint style="info" %} **Tip:** This is a good opportunity to consolidate duplicates and clean up your client's Chart of Accounts before bringing it into Kick. {% endhint %} {% embed url="" %} #### 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. *** ### 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. {% hint style="info" %} **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. {% endhint %} *** ### Finding your custom accounts After saving, custom accounts are labeled **Source: Custom** in the Chart of Accounts. Use the **Source** filter to isolate them. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.kick.co/setting-up/chart-of-accounts/import-your-chart-of-accounts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.