You can connect multiple A2X accounts to the same Xero or QuickBooks organization/company.
There is a specific process to follow in A2X in order to 'share' the connection across multiple A2X accounts, otherwise the accounting system connections may experience a future error/drop-out.
Please follow the steps below.
Step 1 - Determine if an A2X account is already connected to the Xero/QuickBooks Online company. You can toggle between accounts in A2X using your blue left sidebar.
Within each account, you can review Step 1 on the Home page (or Settings > Connections) to confirm if the Xero/QuickBooks Online company is successfully connected. Take note of the A2X account name in the top right corner:
If you're establishing the accounting system connection for the very first time, go to any one of the A2X accounts that will be connected to the same company and follow the prompts in Step 1 on the Home page to connect the account to a new Xero/QuickBooks Online organization. This account will be the 'primary connection' and the other A2X account(s) will 'share' its connection.
Step 2 - Go to the other A2X account that needs to share the same connection. Click on Connect (or Reconnect) in Step 1 on the Home page:
If there is a connection error or 'Unknown Company' showing, you will need to go to Settings > Connections and click Disconnect to fully disconnect the account from Xero/QuickBooks Online:
Then click Connect from there.
Step 3 - For Xero users, click on 'Select an existing organization', select the company from the drop-down menu, then click Connect Xero:
For QuickBooks Online users, click on 'Connect to an existing organization', select the company from the drop-down menu, then click Connect QuickBooks:
The sharing is now complete!
Repeat the process above for any other accounts that need to be connected to the same Xero/QuickBooks Online organization.
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