Quick Start Guides

• Cryptio Quick Start Guide
• Quick Start Guide for and working with Accounting Partners

How to import data manually via CSV?

• How to batch import sources
• The Ultimate CSV import guide
• What is the asset list & how do you find it?

Non-taxable transactions

• Transaction Rebalancer: Make sure your non-taxable events are calculated correctly
• Understanding Internal Transfers in Cryptio: Criteria and Booking

Migrating from another tool

• Importing opening balances from a period I have already booked

How to import On-chain data directly?

• Blast - How to import transactions
• Bitcoin multisig - How to import my transactions
• Ton - How to import my transactions
• Nodle - How to import my transactions
• Celo - How to import my transactions
• Starknet - How to import my transactions

See all 52 articles

How to import data from an Exchange?

• Coinbase Commerce - How to import my transactions [Updated]
• Kucoin - How to import my transactions
• Luxor - How to import my transactions
• Poloniex - How to import my transactions
• CryptoOrange - How to import my transactions
• Coinbase - How to import my transactions [Updated]

See all 20 articles

How to import data from a Custodian?

• Circle - How to import my transactions
• Nexo - How to import my transactions
• Bitgo - How to import my transactions
• Ledger enterprise - How to import my transactions
• Qredo - How to import my transactions
• Fireblocks - How to import my transactions [Updated]

Utilisation of Transactions Page

• Getting started in Transactions
• Understanding complex transactions
• Updating your Cost Basis
• Manual Asset Pricing
• What can I do on the transactions page?
• Introduction to Transaction Reconciliation

See all 9 articles

Treasury management

• How to use the Treasury dashboard

Inventory and asset management tools

• System categories for efficient asset management
• How to use asset clustering for digital asset management
• How to streamline your workflow with wallet cluster automation

Contact Management

• Identifying, managing and creating Contacts

Label Management

• Introduction to labeling
• Creating your own labels
• How to Label multiple transactions in bulk
• Using favorite filters as a label

Invoice Management

• Add invoices to a transaction
• Request Network

Modules

• Smart Contract Functions module: Streamline your label rule creation

Chart of Accounts

• Introduction to the Chart of Accounts
• Balance Sheet Accounts in Cryptio
• Profit and Loss Accounts in Cryptio
• Importing your Chart Of Accounts into Cryptio
• Mapping your Chart Of Accounts for automation
• Chart of Accounts module and mapping your CoA

See all 8 articles

Using Xero

• How do we interact with Xero?
• Syncing transactions to Xero
• How to import a bank statement to Xero
• Dis/Re-connecting Cryptio & Xero

Using Quickbooks

• Syncing transactions to Quickbooks
• Dis/Re-connecting Cryptio & QuickBooks
• How to import a bank statement to Quickbooks?
• Quickbooks manual import
• QuickBooks Classes and syncing with Cryptio

Using Netsuite

• Connect your Oracle Netsuite to Cryptio
• Syncing transactions to Netsuite
• Netsuite - Multi-entities, class, and custom segment support

Using Sage

• Article coming soon...