Adding accounts to your organization

When you link your accounting integration to your organization, all account names and details are automatically imported. This makes it easy to convert your crypto activity into clean journal entries and reduces manual edits.

If you need to add information to an unnamed account, follow the steps below.

Steps to add an account 

To add account information, you’ll need to provide the account number, create a name, and select an account type. Note that account details can’t be edited once the account is created.

1. Go to the Settings page.
2. Select Chart of Accounts. 
3. Click + to add an account. 
4. Enter the required account details. 
5. Click Create to complete the setup.

To remove an account, select its checkbox and click Delete.