Accounting & Bookkeeping Firms - Getting Started with A2X

Overview with tips and tricks for Accountants and bookkeepers setting up their first A2X account for their Amazon or Shopify client

Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

Let's get it right the first time.

You can easily access your Amazon and Shopify clients' data from a single A2X login and set up each client quickly using a few features available for accountants and bookkeepers with e-commerce clients.

Before starting your free trial, read a brief summary of how A2X users are managed HERE . Decide who in the firm will set up the A2X subscriptions and thus become the Admin user for the firm. The admin can create teams, manage permissions and invite other team members to have access to specific clients' accounts.

Now.... let's get started.

Follow these 4 simple steps to set up your A2X account

  • Step 1: Create your A2X login

  • Step 2: Connect A2X with your client's ecommerce store

  • Step 3: Connect A2X with Xero or QuickBooks Online

  • Step 4: Map your Accounts and Taxes

Step 1: Create your A2X Login

Once you've read and understand how the users are managed, let's get started with your free A2X account.  The free trial has no end date and payment information is not required.

Log into A2X by going to our website and clicking on the "Try A2X for Free" button.

Step 2: Connect A2X to Amazon, Shopify, Ebay and/or Walmart

Step 3: Connect A2X to QuickBooks Online or Xero

  • Connect A2X to the client's Xero or QuickBooks Online account.  This account will be either on your firm practice list or your client invites you to it.  Refer to Article Connect to our accounting system.

Step 4: Map your Chart of Accounts

  • How does the A2X Account Mapping page work? Reference this article for more information

  • Sales Tax in USA and Canada A2X records tax collected by Amazon, Shopify or Walmart, including marketplace facilitator tax. For most ecommerce sellers using A2X, the sale tax collected will be mapped to a sales tax liability account on your balance sheet.

  • VAT in UK, Europe, Australia and New Zealand we'll show you how typical VAT and GST transactions will appear in A2X and the basics of accounting for VAT in A2X for your ecommerce sellers.

    To enable settings in your A2X account for VAT and GST mapping:

    • Go to A2X > Settings > VAT and enable your main registered country settings

    • Refresh your payouts

    • Update your mapping

  • Follow the instructions below for additional mapping instructions

    Australia or New Zealand GST Mapping:

    Shopify Mapping VIDEO, TEXT

    UK or EU VAT Mapping:

Once you've completed the mapping, your A2X account is complete. The next steps is to review the journal or invoice before posting to QuickBooks Online or Xero.

Next steps....

  • Schedule a one-on-one training session with an A2X Partner Trainer

  • Send your first settlements to Xero or QuickBooks Once you're happy with the initial accounts mapping, try sending your first invoices. For more information, read HERE. You can easily make changes and adjustments to your A2X set up.

If you have any questions reach out to the support team for more information.

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