Ledgible Accounting

Overview

• Signing Up for a Ledgible Accounting Account

Creating a Wallet in Ledgible

• Creating a wallet if you have a list of address(es)
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Creating a Wallet from an existing BitGo Account
• Adding a Manual Entry for a New Wallet
• Uploading Wallet Transactions Using the File Import Option
• Wallet Transaction Types for Template File Imports

Integrating your Exchange Account into Ledgible

• Integrating an API Driven Exchange
• Integrating an OAuth-Based Exchange
• Adding A Gemini Exchange Account
• Adding a Coinbase Pro Exchange
• Adding a Kraken Exchange
• Uploading Exchange Transactions Using the File Import Option

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Integrating with Netsuite

• Running Ledgible Reports for Import into NetSuite
• Importing Your File to NetSuite

Integrating with QuickBooks Online

• Removing Duplicate Journal Entries from QuickBooks Online
• Setting up the QuickBooks Online Integration
• Setting up the Quickbooks Online Integration Using Transaction-Level Sync
• Importing Historical Transaction Data to QuickBooks Online from Ledgible
• Viewing Ledgible Data in QuickBooks Online
• Changing the Sync Mode for QuickBooks Online to Transaction Mode

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Integrating with Xero

• Removing Duplicate Journal Entries from Xero
• Setting up the Xero Integration
• Importing Historical Transaction Data to Xero from Ledgible
• Changing the Sync Mode for Xero to Transaction Mode
• Viewing Ledgible Data in Xero

Managing Existing Exchange Integrations

• Deleting an Exchange

Reports

• End of Day Balances Export
• Wallet Balances Export
• Transaction Export OFX
• Transaction Export CSV
• Exchange Orders
• Capital Gains and Losses

Account and User Settings

• Adding a New User to your Ledgible Account
• Removing a User from your Ledgible Account
• Switching Ledgible Apps

Troubleshooting

• How to Check for Missing Integration Data