Getting Started
Who is Kick for?
What’s included?
What’s next?Onboarding and Setup
1. Account Setup2. Personalization3. Real-time P&L4. Receipt matching5. Deadlines6. BillingFAQs
How to use Kick
Reporting
Your AccountHow to use Kick
Adding transaction entries
The best way to add any 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.
Chart of accounts
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.
We’re also working on a custom category feature to allow you to customize your chart of accounts. We’d love to hear your thoughts and how you’d use it!
How often should I log in?
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 actions on their dashboard.
Review calls
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.
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