Quick Start Guides

• Quick Start Guide: for Accounting Firms/Partners
• Quick Start Guide: for End Users

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
• What are non-taxable events & internal transfers?
• 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?

• Tron - How to import my transactions
• XRP - How to import my transactions
• Solana - How to import my transactions
• Immutable X - How to import my transactions
• Linea - How to import my transactions
• Kava - How to import my transactions

See all 32 articles

How to import data from an Exchange?

• Poloniex - How to import my transactions
• CryptoOrange - How to import my transactions
• Coinbase - How to import my transactions [Updated]
• Whalefin - How to import my transactions
• Bybit - How to import my transactions
• Crypto.com - How to import my transactions

See all 18 articles

How to import data from a Custodian?

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

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

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

• Balance Sheet Accounts in Cryptio
• Importing your Chart Of Accounts into Cryptio
• Introduction to the Chart of Accounts
• Mapping your Chart Of Accounts for automation
• Profit and Loss Accounts in Cryptio
• Un-restrict Chart Of Account mappings

Using Xero

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

Using Quickbooks

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

Using Netsuite

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