Accounts
Overview
Kick connects with banks, payroll providers, and other financial institutions to keep your bookkeeping accurate and up to date. To make this process seamless, we recommend using our available direct integrations whenever possible, as they ensure your records update quickly and reliably.
Currently, Kick offers direct integrations with:
Stripe
Gusto
Relay
Mercury
PayPal
Ramp
If your financial institution isn’t listed, you can still connect it through Plaid or by manually importing transactions.
NOTE: At the moment, brokerage accounts aren’t supported for direct connection.
We know this is an important feature, and it’s on our radar. We’ll share an update here as soon as it becomes available.
Accounts
Add a new account
There are several ways to add a new account in Kick.
From the Accounts Tab
Go to the Accounts Tab in the sidebar or go to https://use.kick.co/accounts.
Navigate to the top right corner to the “Add Account” button and follow the on-screen instructions to complete adding your account.
From Settings
Navigate to your Profile Icon located at the top right corner of your screen → Integrations → Connect New Account.
From the “+” Button
Navigate the ➕ button in the top right corner of your account. “Add Account” should be a top action, if not search for “Add Account”
Using CMD+K
Use the keyboard shortcut by hitting the “Command” and “k” buttons simultaneously. “Add Account” should be a top action, if not search for “Add Account”.
NOTE: If the financial institution that you are trying to add is not in the list of supported institutions, have a CSV file ready and you can upload them directly into Kick manually via Add Account → Import Transactions (all the way on the bottom).
Add a new account that uses the same login:
Navigate to your Profile Icon located at the top right corner of your screen → Select Integrations.
Click on the Bank or Financial Institution that you want to add on to → Select Add another account
Add another account via Plaid under the same financial institution with a different login
Important: Please don't use Add another account on your current connection for this step.
Open the command menu with ⌘K (Mac) or Ctrl+K (Windows), search for the bank account you need or Add accounts, and choose the bank account you need.
Sign in to your bank account in the Plaid window and select the new account you want to sync.
After Plaid finishes, Kick will show a popup with this exact text:
You've already connected [bank]
Since you're starting another connection with the same account, we need to make sure the new accounts DO NOT belong to the same login that is already connected.
If they belong to the same login, we may need to ask you to authorize again.
On that popup, click This is a new login — not This is the same login.
Finish setup and assign the new account to the correct business entity
Delete account
There are several ways to delete an account in Kick.
From the Accounts Tab
Go to the Accounts Tab in the sidebar or go to https://use.kick.co/accounts.
Navigate to the three dots next to your Balance amount, select Settings, click on “Remove account” option in red and follow the on-screen instructions to complete deleting your account.
From Settings
Navigate to your Profile Icon located at the top right corner of your screen → Integrations. Navigate down to your Entities, choose an entity and select Accounts. Click on the drop down menu next to the account balance, click on “Remove account” option in red and follow the on-screen instructions to complete deleting your account.
NOTES:
Only Admins can delete connected accounts. If you are a Member or an Accountant, please contact your Admin to delete any connected accounts.
Permanently removing an account will delete all of its historical transaction data, which may alter your historical financials and reports. If you'd prefer to preserve that history, you can archive the account instead.
Archive account
Navigate to Accounts and find the account you want to remove
Click Settings on the account row
Click Remove account
When prompted, select "Keep historical data and just disable the account instead"
Click Archive account
This will hide the account from active use without losing any historical data.
Merge accounts
To merge accounts:
Go to the Accounts Tab in the sidebar or go to https://use.kick.co/accounts.
Look for one of the accounts that you want to merge and click on the Meatballs Menu at the right-most side, then click on Settings.
Scroll down a bit and click on Merge account
Under into, select the account that you want to merge, then click on Preview Merge.
Review the details and if this is good to go, click on Merge.
