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Cryptio
User Guide
User Guide
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