Skip to content
Ask AI or search
⌘
K
Home
Quick Start Guide
Welcome (Start here)
Step 1: Setting up your Cryptio account
Step 2: Importing your data
Step 3: Asset management
Step 4: Transaction labeling
Step 5: Chart of account imports & mapping
Step 6: Syncing and reconciling transactions to your accounting software
Congratulations and next steps
Workspace Admin
Enable two-factor authentication (2FA)
Timezone & currency
How to manage team access and permissions in Cryptio
Workspace cost basis methodology
Locking your transaction data
Sharing your exact workspace view
Imports
Importing on-chain transaction data
Importing using EVM multi-chain
Importing xPubs
Importing from Exchanges & Custodians
Importing transactions using the Custom CSV Template
Importing multiple sources into Cryptio with the Batch Sources Import
Wallet clusters and workflow automation
Assets
Asset module and clustering
System categories
How to peg asset values to other cryptocurrencies in Cryptio
Cryptio's Spam Cleaner
Asset list: Find the unique asset codes
Transactions
How to use the Transactions Page in Cryptio
How to manage and organize contacts in Cryptio
Common types of transactions (simple, complex, bridging)
Principal Market Provider: How transactions are valued in Cryptio
Updating the fiat rate of transactions
Attaching an invoice to a transaction
Internal Transfers in Cryptio
Cost basis error: Missing prices
Cost basis error: Missing Volume
Labels
Understanding and using labels in Cryptio: An overview
How to automate labeling in Cryptio (Label rules guide)
How to manually label transactions in Cryptio
How to use function IDs for advanced smart contract labeling
Insights
How to use the Treasury Dashboard
ERP
How to connect to your accounting software (ERP)
How to connect to Netsuite
How to sync transactions to Xero
How to sync transactions to Quickbooks
How to sync transactions to Netsuite
How to mark transactions as synchronized
Accounting
How to import your Chart of Accounts into Cryptio (ERP or CSV)
Understanding Rev. Proc. 2024-28: Safe Harbor for Digital Asset Cost Basis
Reconciliation
How to use the Needs Review Module in Cryptio
Month-end close: Best practice
Reports
Customizing reports: Select the columns you need
Balance sheet accounts at Cryptio
Report suite
Cryptio API
How can I help you?
Ask
