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To ensure a smooth onboarding experience with KoinX Books, we recommend following this structured setup process. These steps help establish the foundation of your crypto accounting system and prepare it for accurate categorization and reporting.
1

Invite Your Team Members

Start by inviting all relevant stakeholders, including accountants, auditors, and finance managers, to collaborate in a single workspace. This ensures everyone has the proper access from day one.
2

Set Up Integrations

Connect your wallets, exchanges, and blockchain domains to KoinX Books to automatically sync transactions.
  • Use API keys or public addresses.
  • Import manually via CSV if the API is unavailable.
  • Verify successful sync from the Integrations dashboard.
The more complete your integrations, the more accurate your transaction records will be.
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3

Configure Your Chart of Accounts

Customize or review your Chart of Accounts to align with your internal accounting structure.
  • Use the default structure or create custom ledgers.
  • Map common transaction categories like assets, liabilities, income, and expenses.
  • If you have a complex Chart of Accounts structure, feel free to share it with us in an Excel file. We’ll be happy to assist you in setting it up more efficiently.
This step is crucial for producing accurate financial reports.
4

Fix Transaction Errors

Review any errors or gaps in imported transactions. These are common when data is incomplete or corrupted.
  • Navigate to the Transaction Errors tab.
  • Review flagged transactions for missing or invalid fields.
  • Correct them manually or re-import data if necessary.
Resolving errors early helps prevent issues in reconciliation and reporting.
5

Handle Pricing and Acquisition Issues

Some transactions may be missing key details, such as asset prices or acquisition costs.
  • Unable to fetch price: Ensure the token is supported or enter the market value manually.
  • Missing cost of acquisition: Add purchase details or adjust manually in the transaction view.
KoinX will prompt you where manual input is required—stay on top of these alerts.
6

Begin Categorizing Transactions

Once the data is clean, start organizing transactions for accounting clarity.
  • Tag each transaction as income, expense, trade, transfer, etc.
  • Use bulk actions and filters to save time.
Proper categorization is essential for financial accuracy and tax reporting.
7

Set Up Automation

Automate repetitive tasks, such as categorization, journal entries, and reconciliations.
  • Define rules for transaction types or wallet addresses.
  • Set up scheduled workflows in the Automation tab.
This reduces manual effort and enforces consistency across your books.
The more complete your integrations, the more accurate your transaction records will be.
Last modified on March 6, 2026