Building on the previous guide that shows you how to set up A2X for use with manual connections, in this article we will show you the step by step to create your chart of accounts csv file.
Let's get started!
Step 1: Download the Chart f Accounts Sample File from A2X
Got to A2X > Settings > Connections and click on the blue "Accounts Sample File"
Step 2: Edit Your Chart of Accounts File and upload into A2X
(example csv file)
Note: The following list of accounts are required for A2X's Accounts and Tax mapping:
- Amazon Revenue (Income)
- Amazon Fees (Expense)
- Amazon Settlement Bank (Bank)
- Amazon Carry Forward Balance (Asset)
- Amazon Credit Card (CC)
- Amazon Inventory (Asset)
- Amazon Cost of Goods (COGS)
- Amazon Reserved Balance (Asset)
- Sales Tax Liability (Liability)
- Amazon Lending (Liability)
To upload your chart of accounts file, go to A2X Settings > Connections
Choose your file, and click on the orange "Upload Accounts" button.
Now you're ready to map your accounts!