How to use Kick

Getting started

Who is Kick for?

Onboarding and Setup

FAQs

Getting started (v1)

Extra page templates

Can I add custom transaction entries?

The best way to add transactions to Kick is to connect all your accounts. Transaction data will be pulled directly from the bank feed into your business bookkeeping and reports. That helps put your books on autopilot and generate reliable reports.

Have a business transaction that accidentally fell into a personal account? Connect the personal account and mark that transaction as business- Kick will handle the rest to make sure it’s accounted for and included in your write-offs.?

Custom chart of accounts

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Can I add my own categories to the chart of accounts?

Not yet (but coming soon). Kick has developed a set of categories that map to your tax forms so that your tax prep is as streamlined as possible. This fixed chart of accounts also helps our AI categorize accurately and learn even faster.

But- we’re working on a custom category feature and would love to hear your thoughts and how you’d use it!

How often should I log into my Kick dashboard?

The beauty of self-driving bookkeeping is that your books are being handled on autopilot while you focus on growing your business. Most users log in at least once per quarter to review their reports and address any action items on their dashboard.

When/why should I request a review call with Kick?

On a review call, we’ll walk through your reports, address any questions, and make recommendations about next steps in order to maximize your deductions and make sure your bookkeeping is on track.

Quarterly Business Review calls are offered to users on Pro plans.

Reporting