search

Start Guide

Getting started on Integral is easy. Simply connect your wallets and ERP, categorize some transactions, and sync away.

Following the steps in our Getting Started modulearrow-up-right is the easiest way to get set up with Integral. Each step is also outlined in the instructions below.

  1. Add your wallets, exchanges, custodians, and other crypto accounts to Integral

  2. Import your chart of accounts by connecting your ERP (QuickBooks, Xero, Netsuite) to Integral

  3. Map your asset accounts, gas fees, and realized gains/losses to their corresponding accounts

  4. Categorize your transactions in Bookkeeping

  5. Sync your categorized transactions to your ERP

  6. Get the reports you need for documentation and closing your month end

Last updated