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Portfolios
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
View all 30
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
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