Setting Up Accounts & Taxes for B2B Orders
When a B2B invoice is synced from A2X for Shopify B2B to QuickBooks Online (QBO) for the first time:
A new non-inventory product/service called A2X B2B will automatically be created in QBO.
The asset account associated with this product/service will be the account you selected on the A2X B2B Settings page.
Important:
This setup allows A2X to correctly allocate B2B orders separately from your regular Shopify settlements.
What Happens in QBO When a B2B Order Is Synced
A2X for Shopify B2B processes a tagged B2B order twice:
First sync – As part of the regular A2X settlement
The order is grouped with other orders that share the same payment method and settlement date.
The posting uses your standard Accounts & Taxes mappings to create a settlement invoice.
Second sync – As an individual B2B invoice
When the A2XB2B tag is detected in Shopify, A2X creates a separate individual invoice in QBO.
Every line item on this invoice uses the general ledger account linked to the A2X B2B product/service.
Summary of Accounting Entries (When the B2B Order is Unpaid at Tagging)
Posting Event | Account (DR) | Account (CR) |
First Time (A2X regular settlement creation) | Pending Payment | Various Categories (Sales, Discounts, Taxes, etc...) |
Second Time (A2X B2B Order) | Accounts Receivable | The account nominated in B2B settings (for example A2X B2B) |
For a full breakdown of these accounting entries and how the A2X B2B account clears to zero when payments are processed, click here.
Worked Example
When a Shopify order is tagged with A2XB2B, and the mapped general ledger account is a Current Asset account (e.g., "A2X B2B"), here’s what happens:
An individual invoice will be created in QBO using the B2B asset account for every line.
The invoice that will be synced to QBO will be created as follows:
Please note that all rows in this invoice have been debited (or credited) to the same mapped general ledger account that is nominated in Accounts & Taxes for the A2X B2B Category.