> ## Documentation Index
> Fetch the complete documentation index at: https://guides.koinx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up KoinX Books & Manage Team Access

> Quick guide to setting up your KoinX Books account and managing blockchain wallets, exchanges, and user permissions.

At KoinX Books, we've worked hard to make crypto accounting as **seamless and intuitive** as possible. To ensure a smooth onboarding experience and fast account setup, we recommend keeping the following data readily available.

Having this information at hand will also help you stay compliant with your **local tax jurisdiction** and streamline your accounting workflows from day one.

## Essential Data for Setup

### API Keys, Wallet Addresses, or Blockchain Domains

To automatically import and sync your crypto transactions into KoinX Books, please keep one of the following ready:

* **API Keys** from the exchanges you use (e.g., Binance, Coinbase, Kraken)
* **Public Wallet Addresses** for blockchain integrations (e.g., Ethereum, Solana, BNB Chain)
* **Blockchain Domains,** if you're using services like ENS or Unstoppable Domains.

<Tip>
  **Why it's needed:** This feature enables KoinX Books to securely retrieve your transaction history and keep your records up to date in real time, eliminating the need for manual data entry.
</Tip>

***

### CSV Files

If API integration is **not available** for a particular wallet or exchange, you'll need to **manually upload CSV files** to import your transactions into KoinX Books.

* Download the transaction history CSV files directly from the **respective exchange or wallet.**
* Ensure the format is **not altered or tampered with**—upload the file **exactly as provided** by the platform.

<Tip>
  Best used for importing historical data, unsupported exchanges, or one-time transaction logs.
</Tip>

***

### Chart of Accounts Structure (Optional)

If you plan to customize your accounting setup:

* Have a basic structure of your Chart of Accounts (COA) ready
* Include categories like assets, liabilities, income, expenses, etc.

<Tip>
  KoinX Books provides a default COA, but importing your custom structure helps align with your internal accounting standards.
</Tip>

***

### Team Member Emails and Roles

If you'll be collaborating with your finance or audit team:

* Gather the email addresses of the team members you want to invite
* Decide on their roles: **Viewer**, **Editor**, or **Admin**

<Tip>
  Role-based access ensures data security and smooth collaboration.
</Tip>

***

### Closing Balances (If Migrating)

If you're switching from another accounting platform:

* Keep your most recent **closing balances** ready
* This includes asset balances, liabilities, and any outstanding reconciliations.

<Tip>
  This ensures your books remain accurate and audit-ready from the day you go live on KoinX Books.
</Tip>

***

## Final Tip

<Tip>
  Taking 10–15 minutes to collect this data before you start will significantly speed up your setup process and help avoid back-and-forth later.
</Tip>

## Related Articles

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