General
Frequently asked questions
Export SoftLedger Foreign Exchange (FX) rates
How do I pay Bills with Crypto?
How do I record crypto derivative trades?
API Key is not present in table issue
How do I add a new User?
How to convert QuickBooks (QBO) Journals to SoftLedger Journals
How do I Create a Receivable with Crypto?
How do I mark crypto assets to market?
How do I close the month and fiscal years?
What is an example of foreign currency remeasurement?
How to account for fixed assets?
How do I record a Fee Only crypto transaction?
How do I add a Check Number to a Payment?
How Do I Account for Crypto Futures Trading?
1099 support with SoftLedger
Audit Log: How to find deleted objects
How do I pay multiple bills with one batch payment?
How do I create crypto transactions for margin trades?
How Entry Type Reversing Journals work
How to add an Auditor - View-Only
Forgot password?
How do I troubleshoot login issues?
How do I use bulk actions?
How do I resolve cost basis errors?
How do I convert a crypto provider export into the SoftLedger Upload template?
How Do I Remeasure Foreign Currencies?Remeasure posted currency balances to reporting currency at spot rates at month end closing.
How do I set up Multi-Factor Authentication?
How do I edit a journal entry created from a bulk upload?
How do I send emails directly from SoftLedger?
How do I print checks in SoftLedger?
How do I receive cash and apply it to Invoices in AR?
How Do I Create and Pay Bills in AP?
What is Crypto Cost Basis?
When to use a custom field or a custom dimension?
How does the year end Retained Earnings closing entry work?Details on the process for how the system automatically books the Retained Earnings Entry
How do I record transactions with both fiat and crypto?
How do I use custom coins in SoftLedger?
How do I account for customer crypto holdings?
How do I transfer Journal Entries from one SoftLedger Location to another?
Troubleshooting Linked Banks and Bank FeedsHow to troubleshoot any issues with linking banks or bank feeds from Plaid bank connections.
How to reconcile a large amount of historical journal lines?Create large "catch-up" reconciliation statements for many historical periods