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Common questions.
How do I connect my bank account?
Automatic bank sync is available on Pro. Open the bank connection settings to connect a supported account through Plaid. You choose which accounts to share; KiwiBooks does not store your bank login credentials.
Can I import data from QuickBooks or other software?
Yes. Export transactions from your current software as a CSV file, then import it into KiwiBooks. Review the columns and business assignment before importing. Automatic categorization is available on Pro.
How does the AI categorization work?
On Pro, KiwiBooks uses transaction details, your rules, and previous categories to suggest how to organize your books. Review suggestions and correct them when needed; AI results are not guaranteed.
Can my accountant access my books?
Yes. You can connect with an accountant or bookkeeper and grant access to your books. Their Expert console is free, and they can work with clients on both Free and Pro.
What tax forms does KiwiBooks support?
KiwiBooks provides tax reports for Schedule C, E, and F, partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and personal 1040 preparation. You or your tax preparer review and file the returns separately.
How do I cancel my subscription?
You can cancel anytime from Settings > Billing. Cancelling stops the renewal — it does not end the period you have already paid for. On a monthly plan that month is charged and the next one is not; on a yearly plan the year runs to its end and does not renew. Payments are not refundable, and because nothing is ever cut short you never pay for time you do not receive. When the period ends your account moves to the free plan and your books stay exactly where they are.
My accountant pays for my subscription. What happens if we stop working together?
The same rule, from whichever side ends it. If your accountant stops sponsoring you, or you remove them as your advisor, the subscription they were paying for stops renewing rather than switching off — it stays active through the period already charged to them. Add your own payment method in Settings > Billing before that date to keep Pro; if you do not, the account moves to the free plan and your books stay intact.