Scenario Example:

You have recently signed up to A2X and you have sent up to three settlements over to your accounting system from the trial version. You have now subscribed to A2X and have decided you would like to change the grouping settings in A2X.

You originally sent the test/trial settlements over to your accounting system with just the ‘Group All Sales’ setting enabled, but now you would like to also ‘Group by Country’ too.


Remove/delete the three test/trial settlement entries from your accounting system

Learn how to remove Xero A2X entries HERE
Learn how to remove QuickBooks Online A2X entries HERE


Go to A2X Settings > Invoice Settings > Select the Check Box to Group Sales by Country


If you DON’T need to update mapping you can go straight to the A2X Settlements page, REFRESH ALL settlements and move onto STEP 5

Learn how to complete a bulk refresh HERE


If you DO need to update mapping go to the Accounts and Taxes page and update the mapping and then repeat STEP 3

Learn about account mapping HERE


Ensure all settlements have been refreshed to reflect the new grouping and then you are ready to send them on to your accounting system! 

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