Find answers, troubleshoot, and learn how to use BitBooks
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Find your way around BitBooks.
Understanding Your Insights Page
Reading the KPIs and Period Selector
Notifications, Ledger Health, and Activity Log
3 articles
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
5 articles
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
6 articles
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
12 articles
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
6 articles
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
5 articles
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
5 articles
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
4 articles
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
7 articles
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
4 articles
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
5 articles
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
4 articles
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
6 articles
Plain-English definitions of accounting and Bitcoin terms.
Accounting Terms for Bitcoin Users
Bitcoin Terms for Accountants
BitBooks Glossary (App-Specific Terms)
3 articles