Jump to Content
Log In
Product Documentation
API Documentation
Product Releases
FAQ
Log In
Product Documentation
Product Documentation
Moon (Dark Mode)
Sun (Light Mode)
Product Documentation
API Documentation
Product Releases
FAQ
Search
Loading…
🏁 OVERVIEW
Welcome to Bitwave!
Getting Started
🌊 ONBOARDING GUIDE
The Onboarding Journey
Setup & Configuration
Login to Bitwave
Connect General Ledger Software
Create Categories & Contacts
Set Accounting Defaults
Add Wallets, Exchanges, Custodial, Manual
Import Data into Manual Wallets
Set Beginning Balances
Check Wallet/Account Balances
Set Up Inventory Views
Categorization
Viewing Transactions
Transaction Screen Operations
Individual Transaction Categorization
Check Pricing Data
Set Up Categorization Rules
Set Up Contact-Based Categorization Defaults
Bulk Categorization
System Jobs
Journal Entries & Gain/Loss
Push transactions (JE's) to General Ledger
Manually Record Journal Entry Totals
Record Impairment and Mark-to-Market Adjustments
Record Realized Gain/Loss
Reports and Period-End Close
Cost Basis Summary (from Inventory Views)
Cost Basis Rollforward (including Gain/Loss totals)
Actions Report (from Inventory Views)
Balance Report
Journal Entry Reports
Period End Checklist
Period End Reconciliation
📝 Bitwave Wiki
Wiki Content
General
Accepting Bitwave Invite!
Settings
In-App Support
Users
Common Issues
❓FAQs
Wallets, Exchanges, Custodial
Onchain Wallets
Exchanges
Custodial
Manual
Common Issues
❓FAQs
Transactions
Transactions UI
System Jobs
Transactions Export
Locking Periods
Common Issues
❓FAQs
Import
Manual Import
Advanced Manual Import
Custom Imports
Common Issues
❓FAQs
Categorize
Accounting Defaults for Gas Fees, AP & AR
Create Contacts & Categories
Create Manual Contacts
Create Manual Categories
Individual Transaction Categorization
Contact-based Categorization Default & In-line Categorization
Bulk Categorization
Common Issues
❓FAQs
Rules
How to use Rules
Rules for Special Cases
Verify Transaction Will Work with Rule
Common Issues
❓FAQs
Accounting & General Ledger/ERP
Accounting Workflow Overview
Connect General Ledger/ERP Software
QuickBooks
Netsuite
Sage
Xero
Push Transactions to General Ledger/ERP
Period End Close
Custom Fields for Netsuite
Common Issues
❓FAQs
Reports
Types of Reports
Balance Report
Journal Entry Reports
Transactions Export
More Reports...
Common Issues
❓FAQs
Inventory Views (Gain/Loss)
Setup Inventory Views
Inventory Views Reporting
Actions Report
Cost Basis Rollforward
Cost Basis Summary
Scenario Runner
Common Issues
❓FAQs
DeFi
DeFi Guide
DeFi Setup
Common Issues
❓FAQs
Pricing
Pricing Guide
Advanced Pricing Rules
Custom Pricing Options
Common Issues
❓FAQs
⚙️ Integrations
Exchanges & Custodians
Blockchains
Stacks
General Ledger/ERP
DeFi Protocols
Capabilities
🔗 Connection Guides
Add Bitfinex API
Add Anchorage API
Add Gemini API
Add Kraken API
Add Binance API
Add Coinbase Prime/Exchange API
Add Coinbase Retail API
Add Bittrex API
Add Bitstamp API
Adding BitGo
Xero Integration and Testing Guide
NetSuite Connection
Sage Connection
Adding Prime Trust API
Add SCIM connection
Powered by
Sage Connection
Suggest Edits
⚠️DOWNLOAD PDF
HERE
⚠️
Updated 3 months ago