Skip to main content

Accounting and reporting

Sync to QuickBooks or Xero, or track payments with CSV/PDF exports, crypto tax tools, or blockchain explorers

Written by Noah

Overview

Altitude gives you a few ways to handle accounting and reporting, so you can pick whatever fits how you keep your books:

  • Altitude Accounting - Sync transactions directly to QuickBooks or Xero, no exports needed

  • Traditional accounting - Export a QuickBooks-compatible CSV or a PDF statement, and download balance summaries, account details and card statements from Settings › Documents

  • Crypto tax software - Connect your addresses to tools like Awaken or Integral

  • Solana explorers - Look up any transaction on a block explorer


Altitude Accounting

Altitude Accounting syncs your Altitude account directly with QuickBooks Online or Xero. Every settled transaction lands on the Accounting page ready for review – you confirm how it should be recorded, select Sync, and it's written to your books. No more exporting CSVs.

To get started, navigate to Accounting in the sidebar and connect your accounting software. See Sync transactions to QuickBooks or Sync transactions to Xero for the full guide. As you sync, Altitude suggests categories from similar transactions you've already posted – see Suggestion Engine.

A read-only member, such as your accountant, needs the Accounting permission to see the Accounting page. A member with Propose adds it from Settings › Members › Edit Permissions, and it takes effect once the proposal is approved and submitted. See Members.


Export transactions

You can export your inflows and outflows as a CSV file or a PDF statement. It's the same few steps either way: just pick a format and choose how much to include.

  1. Go to the Transactions page

  2. Select Export in the top right (or go to Settings › Documents and select Download next to Account statement)

  3. Pick a Format: CSV or PDF

  4. Choose a Period: This month, Last month, This quarter, Last quarter, Year to date, or a custom range

  5. Choose an Account: all accounts, or just one

  6. Choose a Counterparty: all counterparties, or just one

  7. Select Export, and Altitude emails the file to you within minutes

CSV

Best for traditional accounting. It's QuickBooks-compatible and includes payment type (stablecoin, on-ramp, off-ramp), transaction type, amounts, running balance, and more.

PDF statement

A clean, per-account statement that's handy for bookkeeping, audits, or sharing with your accountant. Each one includes:

  • Account details (name, address, chain, and token)

  • A summary with opening balance, closing balance, total inflows, and total outflows

  • The full transaction history, with dates, descriptions, inflow/outflow amounts, and running balance

For the other documents Altitude can generate – balance summaries, account details, the account confirmation letter and card statements – see Statements and documents.


Crypto Tax Software

Connect your Altitude addresses to crypto tax software like Awaken, Integral, or similar tools, and let it do the tracking for you:

  1. Copy your stablecoin deposit addresses from Altitude

  2. Add them to your crypto tax tool of choice

  3. From there, it tracks all your stablecoin flows for tax reporting automatically


Solana Explorers

Every Altitude transaction lives on-chain, so you can view any of them on a Solana explorer such as Orb or Solscan.

Did this answer your question?