Ledgible Crypto Accounting

Overview

• Signing Up for a Ledgible Accounting Account
• Ledgible Accounting Overview

Adding a Data Source

• Different transaction types for manual entries
• Adding a Data Source
• Creating a Wallet from an existing BitGo Account

Integrating your Exchange Account into Ledgible

• Integrating an API Driven Exchange
• Linking a Coinbase account
• Uploading Exchange Transactions using the File Import Option
• File Import Wizard Examples for Unlisted Exchanges
• Exchange Transaction Types for Template File Imports

Integrating with Netsuite

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

Integrating with QuickBooks Online

• Setting up and navigating your QuickBooks Online Software integration
• Setting up mapping for your QuickBooks Online integration
• Removing Duplicate Journal Entries from QuickBooks Online
• Importing Historical Transaction Data to QuickBooks Online from Ledgible
• Viewing Ledgible Data in QuickBooks Online

Integrating with Xero

• Setting up and navigating your Xero Software integration
• Setting up mapping for your Xero integration
• Removing Duplicate Journal Entries from Xero
• Importing historical Transaction Data to Xero from Ledgible
• Viewing Ledgible Data in Xero

General Ledger software Information

• Creating Wallet or Exchange-Specific Mappings
• Setting the Sync Mode for how Entries are posted to your General Ledger software
• Setting a Minimum Value Threshold for Sending Entries to your General Ledger software
• Mapping Best Practices

Managing Existing Wallets

• Mapping transactions to contacts
• Deleting a Crypto Source

Reports

• End of Day Balances Export
• DeFi Transaction Export
• Transaction Export OFX
• Transaction Export CSV
• Exchange Orders
• Gains and Losses report

Account and User Settings

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

Troubleshooting

• Prompting a sync to your General Ledger software