The left sidebar in A2X is where you find, switch between, and create your accounts. Accounts are grouped into organizations based on their accounting software connection, so you can stay focused on one business at a time.
What is an organization?
An organization groups together all A2X accounts connected to the same accounting software file. If all your accounts post to a single Xero or QuickBooks Online file, you'll have 1 organization. For accountants and bookkeepers, organizations make it easier to stay focused on each client.
Unassigned: accounts that aren't connected to accounting software appear under Unassigned.
Custom integrations: each account with a custom integration is its own organization.
Billing and users stay the same: organizations don't affect billing, users, teams, or any account's connections to sales channels.
Navigate with the left sidebar
Use the left sidebar to move between your organizations and accounts without logging out.
Organization switcher: use the organization dropdown to switch organizations. Selecting an organization opens the first account in it.
Search: find any account you have access to, with results grouped by organization.
Account icons: each account shows its sales channel icon so you can spot it quickly.
Pending invites: invitations to join an account appear at the top of the sidebar. Select one to accept it.
Trial accounts: accounts in a free trial show a Trial label next to the account name.
Create new account: click the + at the bottom of the sidebar to add an A2X account.
Organization Settings: open your organization's settings, such as the organization name.
Empty organizations: if every account is moved out of an organization, it stays visible in the sidebar until you delete it.
Sidebar features for A2X Partners
Accounting and bookkeeping practices may see extra features in the sidebar.
Teams: if your practice uses Teams, you'll see a Teams tab. Teams group staff who work on similar client accounts. Learn more in Teams for Accounting and Bookkeeping Firms.
Partner Overview: you may see a Partner Overview option, if your practice has this feature enabled. Learn more in the Partner Overview Page.
Manage organization settings
Open Organization Settings from the left sidebar > Select an Organization > under the organisation’s name, you’ll see the Organization Settings.
Organization Details: rename your organization. You can do this if you're an admin on at least 1 account in the organization.
Product Catalog: enable or disable Product Catalog.
Beta Features: join or deactive beta features for your organization.
Delete Organization: delete an empty organization.
Add an account to an organization
Connect an A2X account to accounting software to add it to an organization.
Find the account in A2X with search, or look under Unassigned if it isn't connected to accounting software yet.
Go to Settings > Connections, or click Step 1 on the account's home page.
Click Connect for your accounting software.
Choose an existing organization to move the account into it, or connect to new accounting software to create a new organization.
Move or remove an account from an organization
To move an account out of an organization, change its accounting software connection.
Move: connecting the account to a different organization moves it there
Remove: disconnecting an account from accounting software in Settings > Connections moves it to Unassigned
Delete an organization
You can delete an organization once it's empty, if you're the organization owner. Deleting removes it from your sidebar and settings. It doesn't change any of your accounts. To delete an organziation there must be no accounts in it and Product Catalog must be off.
Steps
In the left sidebar, open Organizaton Settings for the organization you want to delete.
Click on the Delete Organization section.
Check the message. A2X confirms the organization can be deleted, or lists what's still blocking it in the order to fix it.
Click Delete Organization and confirm.
Notes: Deleting an organization can't be undone. Reconnecting the same accounting software file creates a new organization. If you receive an error while trying to delete an organization, please reach out to our Customer Success team via the blue chat icon in the bottom right of your screen, or via contact@a2xaccounting.com.
FAQs
Do I need to log out to switch between accounts? No. Use the left sidebar to switch between any accounts you have access to.
Do organizations change my billing or user access? No. Organizations only group accounts by accounting software connection. Billing, users, and teams stay the same.
What happens to my accounts if I delete an organization? Nothing. You have to move every account out before you can delete an organization, so no account data is removed.
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If you have any questions, please reach out to our Customer Success team via the blue chat icon in the bottom right of your screen, or via contact@a2xaccounting.com.