- Ledgible Tax Pro Ledgible Tax Pro
- Ledgible Tax Ledgible Tax
- Ledgible Accounting Ledgible Accounting
- About Ledgible by Verady About Ledgible by Verady
Ledgible Tax Pro
Overview
Client Management
- Client Management Dashboard Overview
- Adding a Client Account
- Invited Client Sign Up Flow
- Resending an Invite Email to a Client
- Sharing Your Tax Pro Code Directly With Clients
- Viewing (and Understanding) Client Tax Account Status
Team Management
- Team Management Dashboard Overview
- Viewing (and Understanding) Team Members Status and Permission
- Adding a Tax Preparer as a Team Member
- Accepting a Team Member Invite From a Tax Preparer
- Sharing An Invite Link Directly With a Team Member
- Resending an Invite Email to a Team Member
Reports
Administration and Settings
Ledgible Tax
Overview
Adding an Exchange in Ledgible Tax
Creating a Wallet in Ledgible Tax
- Wallet Transaction Types for Template File Imports
- Creating a wallet if you have a list of address(es)
- Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
- Creating a Wallet from an existing BitGo Account
- Adding a Manual Entry for a New Wallet
- Uploading Wallet Transactions Using the File Import Option
Exchange Data Import
Managing Existing Exchange Integrations
Transactions
Reporting
Account and User Settings
Ledgible Accounting
Overview
Creating a Wallet in Ledgible
- Creating a wallet if you have a list of address(es)
- Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
- Creating a Wallet from an existing BitGo Account
- Adding a Manual Entry for a New Wallet
- Uploading Wallet Transactions Using the File Import Option
- Wallet Transaction Types for Template File Imports
Integrating your Exchange Account into Ledgible
- Adding a Kraken Exchange
- File Import Wizard Examples for Unlisted Exchanges
- Adding A Gemini Exchange Account
- Adding a Coinbase Pro Exchange
- Integrating an OAuth-Based Exchange
- Integrating an API Driven Exchange
Integrating with Netsuite
Integrating with QuickBooks Online
- Setting up the QuickBooks Online Integration
- Setting up the Quickbooks Online Integration Using Transaction-Level Sync
- Importing Historical Transaction Data to QuickBooks Online from Ledgible
- Viewing Ledgible Data in QuickBooks Online
- Changing the Sync Mode for QuickBooks Online to Transaction Mode
- Reconnecting Ledgible to a Previously Connected QuickBooks Online Instance