Cryptoworth

The user management module in Cryptoworth lets you share your entity (portfolio) with users outside your organization.

How To Add External Users

How To Add Company Users

How to Bulk Import Address Book Contacts

Getting started with Cryptoworth

Learn how to create your first Entity or workspace in Cryptoworth. Set up your entity, choose fiat currency, and configure essential settings for your workspace.

Setting Up An Entity/Portfolio

Learn how to set up data connections in Cryptoworth. Connect wallets, exchanges, APIs, and sync transactions for a seamless crypto management experience.

How to Set Up Data Connections in Cryptoworth

Learn how to set up general ledger account mapping in Cryptoworth. Connect your accounting software and map accounts for seamless crypto integration.

How to Set Up Your General Ledger Account Mapping in Cryptoworth

How to import your chart of accounts (CoA) from QuickBooks, Xero, or NetSuite into Cryptoworth. Streamline your default account mapping

Importing your Chart of Accounts

Learn how to run a cost basis calculation in Cryptoworth. Automate financial data for your transactions, including proceeds, capital gains, and fees.

Running a Crypto Cost Basis calculation

Learn how to set up automation rules in Cryptoworth to classify transactions automatically. Save time and ensure consistent crypto transaction management.

Setting up Automation Rules for Crypto Accounting

Learn how to sync journal entries from Cryptoworth to your main general ledger (QuickBooks, Xero, NetSuite, etc.) to close your crypto books.

Syncing Journals to Your General Ledger Software

Cryptoworth Support

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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