# 1: Setup & Configuration

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Step 1: Complete your Config & Setup and Wallets & Accounts tabs in the Onboarding Workbook

Step 2: Review Config/Setup and Wallets/Accounts information on kickoff call

Step 3: Login to Bitwave

Step 4: Connect General Ledger Software

Step 5: Create Categories & Contacts in Bitwave

Step 6: Set Accounting Defaults for Gas Fees, AP, & AR

Step 7: Add Wallets, Exchanges, Custodial & Manual Wallets

Step 8: Import Data into Manual Wallets

Step 9: Set Beginning Balances

Step 10: Check Wallet/Account Balances

Step 11: Set Up Inventory Views