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→ FAQ for Request Accounting

Learn how to import your Chart of Accounts in bulk using a CSV file.

How to import your Chart of Accounts (CoA) into Request Accounting

Learn how to upload your transactions to Xero as Journal Entries

How to sync your transactions with Xero

Learn how to categorize your transactions using rules.

How to set up rules to automate your transaction categorization

Learn how to upload your transactions to QuickBooks as Journal Entries

How to sync your transactions with QuickBooks

How to Mark Transactions as Bridge Transfers in Request Accounting

Understand more about system accounts and locked accounts in Xero

What are System and Locked Accounts?

Learn more about the different cost basis strategies, and its impact on your gains and losses.

Understanding Cost Basis Methods

Connecting your ERP, Importing your Chart of Accounts, Categorization and more.

Accounting

Learn more about all the transaction filters Request Accounting has to offer

Understanding Request Accounting’s transaction filters

Learn how to manually update the token prices for inflows

Manually Updating Token Prices in Request Accounting

Learn how Request Accounting handles batch crypto payments

How Request Accounting Identifies Request Payments

Learn how to save wallet addresses as contacts and group them by contact type in Request Accounting

How to create new Contacts and assign Contact Types

Know more about your transactions, filters and the elements in the transactions table

Transactions

Learn how to dive deep into your asset holdings across wallets and exchanges

View your token and Defi portfolio

Understand more about how exchange balances are updated and what the "Last Updated" time actually means

Exchange Balance Updates: What You Need to Know

Know more about your portfolio and token holdings

Treasury

Learn how to connect your crypto exchanges to Request Accounting

How to import transactions from your exchanges

Learn how to import your Fireblocks transactions on Request Accounting

How to connect your Fireblocks Workspace

The list of all Wallet Networks supported by Request Accounting

Supported Networks

Learn how to connect your crypto wallets to Request Accounting

How to import transactions from your wallets

Learn more about importing your data across wallets, exchanges and custodial solutions

Importing Data

Learn about the Positions Report data points and configuration options

Understanding the Positions Report

Learn how to download custom reports directly from the transactions table

Downloading Custom Transaction History Reports

Understand in detail about how swaps are synced with your ERP and how the resulting gains and losses are calculated

How to Account for Cryptocurrency Swaps in Request Accounting

List of all Accounting Currencies supported by Request Accounting

Supported Accounting Currencies

Learn more about the different types of Accounting, Financial Performance and Data Organization reports

Reporting

Go to Request

API Documentation

Accounting Help Center

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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