This quick reference guide is based on the assumption that the tracking classes are already set up in QuickBooks Online - for further information on how to set them up click HERE
STEP 1
Log in to your A2X account
Go to Settings > Sales Grouping and Tracking
STEP 2
In the Sales Grouping and Tracking settings page search for the Classes section
STEP 3
Select the relevant tracking classes by clicking the arrow in the relevant section
Please Note:
If you have set up a single tracking class in QuickBooks Online then you will track all marketplaces together
If you have set up a tracking class per marketplace in QuickBooks Online then you will track each marketplace individually
STEP 4
Once you have assigned the relevant tracking classes click 'Save Settings' and then return to the settlements page of A2X
STEP 5
From the settlements page click 'Refresh' beside each settlement or by enabling bulk actions - learn more about bulk actions HERE
Once the settlements have refreshed they are ready to be sent to QuickBooks Online with Tracking!
You can learn more about marketplace tracking for QuickBooks Online HERE
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