Troubleshooting & FAQ
Troubleshooting Connections
How do I import missing transaction data?
If you see that your account is missing some transactions, create a CSV with just the missing the transactions and use our data importer to import the missing transactions.
If this doesn't work, please contact our support team.
Why does my PayPal account keep disconnecting?
Frequent disconnections often happen when PayPal is connected through Plaid, especially with 2-factor authentication enabled.
To resolve this, delete the existing PayPal (Plaid) connection and reconnect your account using Kick’s direct PayPal integration. This ensures a more stable and reliable connection. You’ll add your Paypal account the same way you’ll connect any new account.
How do I account for merchant fees if I’m not using an integrated payment processor like Stripe?
If you upload payment processor data that reflects both the gross revenue (revenue before merchant fees are taken out) and merchant fees, then our .csv importer and Universal Importer will automatically parse out the fees from the revenue.
If you still need to record your merchant fees manually, you can do that by splitting each transaction.
→ Jump to How to Split Transactions
Why am I seeing duplicate transactions?
If you're seeing duplicate transactions, this could be because your bank account was connected multiple times. To resolve this, you would need to delete the duplicate bank accounts.
→ Jump to How to Delete Accounts
How do I manually post transactions into a closed account?
To add transactions into a closed account:
Manually add a new account and import the transactions as a CSV file.
Then merge the manually created account into the closed account.
Why am I not seeing the balances of my credit cards?
Unfortunately with Credit Cards synced through Plaid, we do not receive the current balance information like we get for checking or savings accounts.
How do I import my Quickbooks (QBO) data to Kick?
As of right now, direct QBO import to Kick is only supported under the Custom plan. For further assistance, please contact our customer support.
Is there any way to import expenses from software or apps or financial institutions that are not listed in Kick?
Yes! You can import expenses from software, apps or financial institutions that we currently not support by doing a manual import.
→ Jump to How to Use the Data Importer
How can I add a petty cash account?
Navigate to Accounts and then click on the + button.
Click on Add Transaction
Click on Select Account and then choose Cash under the account that you want to add this to.
Enter the details of the transaction and click Save once done.
Note: Make sure to add the negative sign - if it's an expense.
Refresh the page and you should now see a Cash account in the list of Accounts.
Do attached receipts in Mercury (or any other financial institution) carry over to Kick?
Currently any attached receipts in Mercury (or any other financial institution) do not carry over to Kick. However we do automatically match any receipts that you upload in bulk to your Documents tab.
What is modified cash basis?
Modified cash-basis is a simple way of keeping your books that mostly follows cash basis (tracking money when it comes in or goes out) but makes a few smart adjustments—like spreading big annual costs over the year or recording large purchases as assets. This gives you a clearer, more accurate picture of your business finances without adding too much complexity.
How do I delete or undo manually imported transactions?
If you accidentally imported the wrong file, you can easily delete or undo it:
Go to Accounts in the left-hand menu or head to use.kick.co/accounts.
Click the dropdown arrow beside the entity where the file was imported.
Click the three dots next to the account.
Select Settings.
Under Imported Files, click the trash bin icon next to the file you want to delete.
How often do accounts sync?
Accounts connected via Plaid are synced once a day everyday to extract new and updated transactions data.
What do I need to do in Kick if I close a bank account?
We recommend disconnecting the account from Plaid. To do this,
Go to Accounts in the left-hand menu or head to use.kick.co/accounts
Click on the ellipsis (three dot) menu
Toggle the "Connected to Plaid" setting to off.
You could export the transactions, delete the account and reimport the transactions but this might be a bit cumbersome and wouldn't offer any additional benefit.