Help Center

Accounting, Tax and Reporting 30

• How to run a calculation
• How to export a report
• How to Filter Transactions by Wallet Type
• How to Filter Exchange Transactions
• How to Filter by Transaction Type and Date

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Gateways - Accounting Integrations 6

• How to Synchronize to QuickBooks
• How to Synchronize to Xero
• How To Import Your QuickBooks Chart of Accounts
• How To Import Your Xero Chart of Accounts
• How to use Connection Level Mapping for QuickBooks

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Configurations 5

• Asset Treatment
• How to Set a Portfolio Timezone
• How to Add/Remove Transaction Columns
• How To Ignore Spam Tokens And Other Transactions
• Handling Spam Tokens Via Address Book Groups