Enabling A2X for Shopify B2B
To get started:
Go to Settings > A2X B2B in your A2X account.
Select the 'Enable' radio button under Enable B2B Invoice.
When prompted, reconnect your Shopify store to A2X.
You’ll be asked to approve updated access permissions.
This ensures A2X can read customer data and edit orders to support B2B functionality.
Choosing Your Asset Account
After reconnecting Shopify:
From the Asset Account dropdown, select the general ledger asset account that will be used as the contra asset account for B2B orders.
👉 We recommend creating a dedicated asset account named "A2X B2B Contra Account" or "A2X B2B Receivables for this purpose.
Useful links:
Final Confirmation Before Activation
A2X will display a final confirmation message before activation.
Important:
All Shopify orders already tagged with A2XB2B will immediately sync to your connected accounting ledger once B2B is enabled.
We recommend reviewing this article to fully understand what will happen before proceeding.
Optional: Enable Payment Sync from Ledger to Shopify
If you would like A2X for Shopify B2B to sync full payments from your accounting ledger back into Shopify:
Click the 'Enable' radio button under Enable Payment Sync.
Please note:
Only full payments will trigger a Shopify update.
Partial payments are not supported—the order will only be marked fully paid if the full amount is cleared in the ledger.
A2X will mark the Shopify order as fully paid even if the payment amount differs slightly.
