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

• What are non-taxable events & internal transfers?

Migrating from another tool

• Importing opening balances from a period I have already booked

How to import On-chain data directly?

• Arbitrum - How to import my transactions
• Fantom - How to import my transactions
• Avalanche - How to import my transactions
• Binance Smart Chain - How to import my transactions
• Bitcoin addresses (xPubs etc.) - How to import my transactions
• Cardano - How to import my transactions

See all 12 articles

How to import data from an Exchange?

• Deribit - How to import my transactions
• Gate.io - How to import my transactions
• Coinbase Commerce - How to import my transactions
• Bittrex - How to import my transactions
• FTX - How to import my transactions
• Bitfinex - How to import my transactions

See all 13 articles

How to import data from a Custodian?

• Fireblocks - How to import my transactions
• Nexo - How to import my transactions
• BitGo - How to import my transactions

Utilisation of Transactions Page

• Introduction to Transaction Reconciliation
• Manual Asset Pricing
• Updating your Cost Basis
• What are complex transactions?
• What can I do on the transactions page?

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

• Navigating the NFT module
• Navigating the DeFi module

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

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

Using Netsuite

• Connect your Oracle Netsuite to Cryptio
• Syncing transactions to Netsuite