Find answers, troubleshoot, and learn how to use BitBooks
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What is BitBooks?
Setting Up Your First Organization
Inviting Team Members
BitBooks vs QuickBooks: Key Differences for Bitcoin Businesses
Understanding the BitBooks Workspace
Find your way around BitBooks.
Understanding Your Insights Page
Reading the KPIs and Period Selector
Notifications, Ledger Health, and Activity Log
The structure behind every transaction.
What is the Chart of Accounts?
Account Types Explained
Account Sub-Types and How They're Used
Creating Custom Accounts
Account Codes and Numbering
Bitcoin wallets, fiat accounts, connections.
Connecting Your Bitcoin Wallet
What is a Wallet in BitBooks?
Creating a Wallet by Hand
Wallet Types: Exchange, Hardware, Software, Custodial, Bank
How Auto-Sync Works
Recording what happens in your business.
Draft vs Posted: What's the Difference?
Creating a Transaction (Simple Mode)
Creating a Journal Entry (Advanced Mode)
Simple Mode vs Advanced Mode: When to Use Each
Recording a Bitcoin Purchase
The Bitcoin-specific things BitBooks does that other tools cannot.
BTC Display Modes: Sats, BTC, or Bitcoin
Tracking Bitcoin Value Changes (FX Revaluation)
How Exchange Rates Work in BitBooks
Lightning vs On-Chain: How BitBooks Handles Both
The Bitcoin Connections System
Working in dollars, euros, sats, or all three.
The Three-Currency Model Explained
Setting Your Functional Currency
Setting Your Reporting Currency
How Currency Conversion Works
Changing Your Functional Currency After Going Live
Matching your books to reality.
What is Bank Reconciliation?
Cleared, Uncleared, and Reconciled Transactions
Reconciling a Bitcoin Wallet
Reconciling a Fiat Bank Account
Finding and Fixing Discrepancies
Locking finished months so they stay finished.
Period Close: Locking Finished Months So They Stay Finished
How to Close a Month
What Happens When a Period is Locked
Reopening a Closed Period
P&L, Balance Sheet, Trial Balance, and more.
Trial Balance: Your Books' Health Check
Profit & Loss Report (P&L)
Balance Sheet
General Ledger
Cash Flow Statement
Customers, vendors, and the people you do business with.
Adding and Managing Contacts
Customers, Vendors, Employees, Other
Linking Contacts to Transactions
Importing Contacts from QuickBooks
Configure how BitBooks works for your team.
Organization Settings Overview
User Roles: Owner, Admin, Accountant, Member, Viewer
Two-Factor Authentication
Multiple Organizations: Switching and Managing
Managing Team Members: Adding, Changing, Removing
Preparing your books for tax season.
How BitBooks Supports Tax Reporting
Capital Gains Tracking for Bitcoin Holdings
Preparing Your Books for Tax Season
Exporting Data for Your Accountant
Things going wrong, and how to fix them.
My Wallet Balance Doesn't Match: How to Fix It
Bitcoin Connection Sync Stopped Working
Transactions Showing Twice (Duplicates)
Wrong Exchange Rate on a Transaction
Report Numbers Look Wrong
Plain-English definitions of accounting and Bitcoin terms.
Accounting Terms for Bitcoin Users
Bitcoin Terms for Accountants
BitBooks Glossary (App-Specific Terms)