Ledgible Accounting

Overview

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

Adding a Data Source

• Adding a Data Source

Creating a Wallet in Ledgible

• Creating a wallet if you have a list of address(es)
• Creating a Wallet from an existing BitGo Account
• 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
• 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

Managing Existing Wallets

• Deleting a Wallet

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

• Understanding User Permissions
• 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