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A2X Partners FAQ - Are the transactions automatically posted to the accounting system?
A2X Partners FAQ - Are the transactions automatically posted to the accounting system?

Accounting and Bookkeeping Partner Resources

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

Transactions from A2X can be posted automatically if you want them to by enabling the Auto-Invoicing feature in your settings.

For each settlement period, A2X summarizes transactions ready for posting in the accounting system. In QuickBooks, the summary is in the form of a QuickBooks journal. In Xero, it is in the form of an invoice. Before posting the data to your accounting software, you can preview the entry by clicking on the "review" icon next to your settlement file in A2X.

Click on this dropdown arrow to see the details of your entry in A2X:

Then, post your entry to QuickBooks Online or Xero. For QuickBooks Online users, you will see a green "Match" in your bank feed. For Xero users, approve your draft invoice or bill from A2X, then you will see the green "Match" in your bank feed.

If you turn on A2X’s automation function, A2X will post newer files that are fetched into A2X to the accounting system going forward, automatically.

If you're new to A2X, start by manually posting your entries from A2X to your accounting software. Once you've had a chance to test A2X and are happy with your settings, then turn on the automation feature.

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

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