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A2X for Shopify B2B - Complete Accounts & Taxes (QuickBooks Online)

How to configure Accounts & Taxes for B2B in QuickBooks Online

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Written by Norrie Sheng
Updated over a week ago

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.

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