→ FAQ for Request Accounting
FAQ for the Request Accounting platform
21 articles
Accounting
Connecting your ERP, Importing your Chart of Accounts, Categorization and more.
- How to import your Chart of Accounts (CoA) into Request AccountingLearn how to import your Chart of Accounts in bulk using a CSV file.
- How to sync your transactions with XeroLearn how to upload your transactions to Xero as Journal Entries
- How to set up rules to automate your transaction categorizationLearn how to categorize your transactions using rules.
- How to sync your transactions with QuickBooksLearn how to upload your transactions to QuickBooks as Journal Entries
- How to Mark Transactions as Bridge Transfers in Request Accounting
- What are System and Locked Accounts?Understand more about system accounts and locked accounts in Xero
- Understanding Cost Basis MethodsLearn more about the different cost basis strategies, and its impact on your gains and losses.
Transactions
Know more about your transactions, filters and the elements in the transactions table
- Understanding Request Accounting’s transaction filtersLearn more about all the transaction filters Request Accounting has to offer
- Manually Updating Token Prices in Request AccountingLearn how to manually update the token prices for inflows
- How Request Accounting Identifies Request PaymentsLearn how Request Accounting handles batch crypto payments
- How to create new Contacts and assign Contact TypesLearn how to save wallet addresses as contacts and group them by contact type in Request Accounting
Treasury
Know more about your portfolio and token holdings
Importing Data
Learn more about importing your data across wallets, exchanges and custodial solutions
- How to import transactions from your exchangesLearn how to connect your crypto exchanges to Request Accounting
- How to connect your Fireblocks WorkspaceLearn how to import your Fireblocks transactions on Request Accounting
- Supported NetworksThe list of all Wallet Networks supported by Request Accounting
- How to import transactions from your walletsLearn how to connect your crypto wallets to Request Accounting
Reporting
Learn more about the different types of Accounting, Financial Performance and Data Organization reports
- Understanding the Positions ReportLearn about the Positions Report data points and configuration options
- Downloading Custom Transaction History ReportsLearn how to download custom reports directly from the transactions table
- How to Account for Cryptocurrency Swaps in Request AccountingUnderstand in detail about how swaps are synced with your ERP and how the resulting gains and losses are calculated
- Supported Accounting CurrenciesList of all Accounting Currencies supported by Request Accounting