A2X offers a helpful export solution for your Shopify accounting so that you can import into a wide variety of different accounting systems. 

In this guide we will walk through how to setup A2X for a manual integration and how to export your Shopify payout data for accounting and reconciliation.

There are 3 steps to using A2X on a manual integration:

  1. Set up A2X - accounts, tax rates, and bank accounts.
  2. Map your accounts and taxes
  3. Export your payout data from A2X

We will work through each step below, but first there are some things you need:

  • You need to sign-up for A2X and should connect your A2X account to your Shopify Store/s.
  • You need to export your chart of accounts from your accounting system

Step 1: Set up A2X 

When connecting an accounting system, choose to use A2X without a connected accounting system:

Go to A2X Settings > Connections to set up your chart of accounts, tax rates and bank accounts.

Upload your Chart of Accounts & Tax Files

A2X needs your chart of accounts and tax rates in order to configure your accounting for Shopify payouts. 

Firstly you will need to create your chart of accounts file and then you will upload your chart of accounts file into A2X.

You can export a sample accounts file from within A2X:

A simplified example of an Accounts upload file is shown below:


Next, confirm the Export Format is General Journal Export (csv)

Select bank accounts
Select your bank account where Shopify deposits your payouts, your credit card where Shopify charges any amounts owed and an asset account that can hold your month-end pending payout.

Save your settings.

Step 2: Map your accounts and taxes 

A2X needs to know how you want to map your Shopify transactions into your accounting system. To do that A2X has an Accounts and Taxes page. You can learn more about the mapping process HERE

This is a standard part of the A2X set up process for all users (both direct and manual integrations). If you’d like some help with this our support team can give you some tips and pointers but in general you’ll want to discuss this with your accountant as it affects the way your financial statements will appear.

Step 3: Export your payout data 

A2X will export a CSV file for each of your payouts. You will import the CSV file to your accounting system.

Export the A2X payout data - Click the export link for any given payout as shown below

Getting Started with A2X for Shopify: We have a series of step by steps guides to help you get started, you can view these HERE

Further A2X for Shopify support material can be found HERE

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