Finbooks

In this article, you’ll find all the information you need to connect OKX to Finbooks via the API and automatically import transactions made on your exchange.

Accounting from OKX API API may not be fully accurate because of limitations on OKX API’s side. Please see the issues below and consider manual checks if needed.

- deposits and withdrawals for this OKX API connection can only be synced for the last 3 months.
- trades for this OKX API connection can only be synced for the last 3 months.
- the OKX API connection has a long update time. Please be patient.

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Follow these simple steps to connect your OKX account to our software and import all your transactions into your Finbooks profile:

click on the profile icon at the top right

click on API from the dropdown menu

in the new page click on Create API

now complete the required information to create your API:

1. API name, assign a name to your API
2. Account, leave the selection as main account
3. Purpose, select API trading
4. Permissions, select Read
5. Passphrase, set your own password

1. login into your OKX account
 
2. click on the profile icon at the top right
 
3. click on API from the dropdown menu
 
4. in the new page click on Create API
 
5. now complete the required information to create your API:
 
 1. API name, assign a name to your API
 2. Account, leave the selection as main account
 3. Purpose, select API trading
 4. Permissions, select Read
 5. Passphrase, set your own password
 
6. now press the Submit all button

How to insert API credentials on Finbooks

Learn how to connect your API to Finbooks following the simple steps in this <a href="https://help.finbooks.com/en/articles/13714780-connect-an-exchange-via-api">article</a>.

Connect OKX to Finbooks via API

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Connect OKX to Finbooks via API

How to create API credentials on OKX

How to insert API credentials on Finbooks