Quick Start Guides

How to import data manually via CSV?

Non-taxable transactions

Migrating from another tool

How to import On-chain data directly?

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How to import data from an Exchange?

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How to import data from a Custodian?

Utilisation of Transactions Page

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Contact Management

Label Management

Invoice Management


Chart of Accounts

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Using Xero

Using Quickbooks

Using Netsuite

Using Sage