Scenario 

You have recently signed up to A2X and you have sent one settlement over to your accounting system from the trial version. You have now subscribed to A2X and have decided you would like to change the grouping settings in A2X.

You originally sent the test/trial settlement over to your accounting system with just the ‘Group All Sales’ setting enabled, but now you would like to also ‘Group by Country’ too.

STEP 1

Remove/delete the test/trial settlement entry from your accounting system

Learn how to remove Xero A2X entries HERE
Learn how to remove QBO A2X entries HERE

STEP 2

Go to A2X Settings > Invoice Settings > Select the Check Box to Group Sales by Country

STEP 3

If you DON’T need to update mapping you can go straight to the A2X Settlements page, REFRESH ALL settlements and move onto STEP 5

Learn how to complete a bulk refresh HERE

STEP 4

If you DO need to update mapping go to the Accounts and Taxes page and update the mapping and then repeat STEP 3

Learn about account mapping HERE

STEP 5

Ensure all settlements have been refreshed to reflect the new grouping and then you are ready to send them on to your accounting system! 

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