This quick reference guide is based on the assumption tracking classes are already set up in QBO - for further information relating to the set up of tracking categories in QBO click HERE

STEP 1

Log in to your A2X account
Go to Settings and then Invoice Settings

STEP 2

Once in the Invoice settings page you will see the Tracking Codes section  

STEP 3

If you have set up a single tracking class in QBO then you will track all marketplaces together
 
If you have set up a tracking class per marketplace in QBO then you will track each marketplace individually

Select the relevant tracking classes by clicking the arrow in the relevant section

STEP 4

Once you have assigned the relevant tracking classes click Save and then return to the settlements page of A2X

STEP 5

From the settlements page click REFRESH beside each settlement or by enabling bulk actions - learn more about bulk actions HERE

Once the settlements have refreshed they are ready to be sent to QBO with Tracking!

You can learn about marketplace tracking for QuickBooks Online in more detail HERE

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