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Getting Started

Initial Setup

Step 1: Access BlockPeer Books

  1. Log in to your BlockPeer account
  2. From the module selection screen, click on BlockPeer Books
  3. You'll be taken to the Books dashboard

Step 2: Setup Your Account

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  1. Navigate to Sales section
  2. Click + Accounting Setup
  3. Enter account details:
    • Setup your sales and purchase category
    • Setup your Taxes
    • Account Type (Asset, Liability, Income, Expense, Equity)
    • Currency (Fiat or Digital Asset)
  4. Click Save

Step 3: Add Wallets

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  1. Go to Wallets
  2. Click + Connect Wallet
  3. Choose wallet type:
    • MPC Wallet (email-based)
    • Multisig Wallet
    • Exchange Integration
  4. Follow the connection wizard

Step 4: Record Transactions

  1. Go to Transactions
  2. Click + New Transaction
  3. Enter transaction details and submit
  4. System auto-records double-entry accounting

Best Practices

  • Organize accounts by business function
  • Use consistent naming conventions
  • Regularly reconcile wallet balances
  • Review monthly reports for compliance

Troubleshooting

Q: My wallet isn't connecting A: Ensure your wallet address is correct and you have permissions to access it.

Q: Where can I find my reports? A: Reports are available under the Reports tab in the main menu.