Adding & Removing Entities | Accountants | Kick Docs

For the complete documentation index, see llms.txt. This page is also available as Markdown.

Adding an entity

There are two ways to add an entity:

From the Clients tab:

1. Navigate to the client and click the options menu (⋯).
2. Click Add entity.
3. Fill out the entity profile (name, entity type) and click Create entity.

From within the client's workspace:

1. Go to the Accounts tab.
2. Click Add Entity in the top right.

Kick generates a standard (but completely customizable → see Chart of Accounts) chart of accounts for the new entity based on the entity type you select.

Tip: The bookkeeping start date you set during entity creation controls when transaction data begins syncing for connected accounts. This can be updated later from the Clients tab.

Removing an entity

Deleting an entity permanently removes all associated data. Take this action with caution.

1. Go to the Clients tab.
2. Hover over the entity and click the options menu (⋯).
3. Click Delete entity.

Not all roles can delete entities. See Permissions for more.