ATTENTION! As there are limits to the amount of transaction history you can export at one time from OKX, you may need multiple CSV files to cover your entire transaction history on OKX. CryptoBooks needs your complete transaction history in order to calculate your crypto taxes correctly. |
You need a couple of CSV files from OKX to get your complete transaction history - the Trading Account History CSV file and the Funding Account History CSV file.
Follow these simple steps to download the CSV files of your transactions on OKX and import them into CryptoBooks in just a few clicks:
On OKX select assets at the top right corner
From the drop down menu, select my assets
Select order center
Select trading account history
Select download
Click on a select date range, then select customize. You'll then be able to pick a custom date range for your CSV transaction data. Your selected date range should cover your entire trading history on OKX.
Select export
Repeat the same procedure to download the funding account history by choosing the file as described at step 4 of this guide
Now go back to CryptoBooks and press the Add Connection button on the Connections page.
Select the OKX icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box
Give the connection a name of your choice, choose the default category and press Next step
Press Select file to import your file and press Upload file and import transactions. Repeat the procedure for both files (Trading account and Funding account) using the New Import button.
Done! The synchronization between OKX and your CryptoBooks account has just begun!