You can easily change the accounting system connected to your A2X account. Whether you are switching from Xero to QuickBooks Online, or moving to a new account within the same platform, you will need to update a few key mapping settings to ensure your payouts and settlements post smoothly to your new ledger.
Before you start
Make sure you have your new Xero or QuickBooks Online login credentials handy, and ensure that your new chart of accounts is fully set up before making the switch in A2X.
How to switch your connection and update your settings
Here is a list of steps to check to ensure you successfully transition your A2X account to a new accounting system.
Go to Settings > Connections in your A2X account to disconnect your current accounting system and connect the new one.
The A2X Connections settings page shows options to connect to different accounting software.
2. Navigate to Settings > Accounts and Taxes to update your account mapping. If you use the A2X default mapping, this will need to be reset, so A2X can recreate the necessary accounts in your new accounting system's chart of accounts. If you use custom mapping, ensure all mapped accounts are set up correctly in your new system.
3. Navigate to Settings > Cost of Goods Sold to re-map your Cost of Goods Sold and Inventory asset accounts to the new accounting system.
4. If you use tracking categories or classes Navigate to Settings > Sales Grouping and Tracking to re-confirm your marketplace tracking or classes. These must match the categories set up in your new accounting system.
5. Refresh all of the payouts or settlements in your A2X account. Refreshing ensures that your new settings are applied before you post payouts or send the cost of goods sold entries to your new accounting system.
6. Update your bank account mapping based on your new accounting system. See the platform-specific instructions below.
Bank account mapping for Xero
If you are switching from QuickBooks Online to Xero, you do not need to map bank accounts within the Settings > Connections page. A2X posts invoices and bills to Xero rather than journal entries, so this step is bypassed.
Bank account mapping for QuickBooks Online
If you are switching from Xero to QuickBooks Online, or moving from one QuickBooks Online account to another, you must map your bank accounts. You can complete this mapping within the Settings > Connections page in A2X.
Map your bank accounts in A2X to match your QuickBooks Online setup.
Troubleshooting
Missing accounts in mapping: If you cannot find a specific account in your dropdown menus, check your new accounting system to ensure the account is active and correctly categorized in your chart of accounts.
Errors when posting payouts: If you receive an error when trying to post a payout to your new system, you likely forgot to refresh your data. Go back to your payouts list and refresh the specific payout to apply your new mapping settings.
Need a hand? If you run into this error, our support team is ready to help you fix it. Please reach out so we can get you back on track.
FAQs
Will I lose my historical data if I change my accounting system connection?
No, changing your connection does not delete your historical data in A2X. However, you will need to refresh any unposted data to apply the new mapping settings before sending it to your new accounting system.
Do I need to create a new A2X account to change my accounting software?
No, you can keep your existing A2X account and subscription. You only need to change the connection in your settings and update your mappings.
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