Adding names to your journal entries will allow you to generate reports by marketplace within QuickBooks by displaying your columns by customers.
If you have multiple stores on Shopify or multiple marketplaces on Amazon, and you’re using A2X with QuickBooks, by default the name column will be blank:
This generally doesn’t pose any problem, as the information will be within the description of the invoice. However, if you want to run reports in QuickBooks by marketplace or store, you wouldn’t easily be able to split the transactions by which marketplace they came from.
A2X has a function that will add the name of your Shopify store or Amazon marketplace to the transactions in your journal, for example, Amazon.com, Amazon.co.uk, Shopify - Store A, Shopify - Store B, or Walmart.com
Example report
In addition, you have the option to use this name by marketplace feature alongside the advanced classes feature. This will allow the classes to be mapped at a transaction level which can be used for tracking product groups or other tracking categories, and also for generating a report by the marketplace.
We’re here and available via chat to help with any questions you have.
Hint: If you are in chat and wish to view the article outside of the chat window, please click HERE