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A2X for Shopify
A2X for Shopify
Setup guides and articles to help you get started with A2X for Shopify
+5
48 articles in this collection
Written by
Ashley Schroder,
Iona Bird,
Natalie Flex
and 5 others
Differences between Shopify and A2X Finance Reports
Written by
Tracey Newman
Updated over a week ago
Returnly - A2X Mapping Suggestions
Written by
Tracey Newman
Updated over a week ago
How does A2X work with payment gateways and payment processors?
An overview of how A2X supports payments processors on your Shopify store
Written by
Amy Crooymans
Updated over a week ago
General Setup
How do I Get Started with A2X for Shopify? Step 1 - Set up Google login
Set up Google login to A2X using your email
Written by
Iona Bird
Updated over a week ago
Shopify History Fetching
History fetching progress tracker and history request tool for Shopify accounts
Written by
Amy Crooymans
Updated over a week ago
How do I Get Started with A2X for Shopify? Step 2 - Connect to your Shopify Store
Connect your new A2X account to your Shopify Store
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and other sales channels
Managing the accounting when your Amazon, Walmart or eBay orders are passing through your Shopify store.
Written by
Iona Bird
Updated over a week ago
How do I Get Started with A2X for Shopify? Step 3 - Connect to your Accounting System
Connect your A2X for Shopify account to Xero, QuickBooks Online or Sage
Written by
Iona Bird
Updated over a week ago
How do I Get Started with A2X for Shopify? Step 5 - Send your first A2X Invoice or Journal
How to test sending an invoice to Xero or QuickBooks Online
Written by
Iona Bird
Updated over a week ago
Getting started with A2X for Shopify
How to import your Shopify sales to Xero, QuickBooks and Sage with A2X for Shopify
Written by
Ashley Schroder
Updated over a week ago
How to check your Monthly Orders in Shopify
Deciding on the right sized plan? Need to check your average monthly orders in Shopify?
Written by
Brylea Smith
Updated over a week ago
Managing A2X for Shopify and A2X for Amazon accounts
How to create a new Shopify account or Amazon account, and how to manage existing accounts
Written by
Ashley Schroder
Updated over a week ago
Using A2X for Shopify with QuickBooks Online
How to configure and send Shopify payouts to QuickBooks Online
Written by
Iona Bird
Updated over a week ago
Using A2X for Shopify with Xero
How to configure and send Shopify Payments payouts / PayPal payouts to Xero
Written by
Ashley Schroder
Updated over a week ago
Using a manual connection with A2X for Shopify for other Accounting Systems (Freshbooks, Wave)
How to use A2X for Shopify with any accounting system to reconcile your Shopify sales and fees
Written by
Iona Bird
Updated over a week ago
Account Mapping
Creating Default Accounts for Your A2X for Shopify Account Mapping
V1. How A2X creates the default accounts for Shopify accounting and what type of accounts are they?
Written by
Iona Bird
Updated over a week ago
A2X for Shopify - Accounts Mapping: Transaction Type Categories
A2X Accounts and Taxes Page Transaction Type Categories
Written by
Iona Bird
Updated over a week ago
Shopify Transactions: What they mean and how to account for them
An explanation of the transaction types in A2X for Shopify and what they mean for accounting
Written by
Ashley Schroder
Updated over a week ago
How do I Get Started with A2X for Shopify? Step 4 - Set up Account and Tax Mapping
V2. Create ledger accounts from within A2X or create them in your accounting software
Written by
Natalie Flex
Updated over a week ago
Shopify Pending Payments
Understanding what a Pending Payment is and how to reconcile it
Written by
Ashley Schroder
Updated over a week ago
Accounting for Shopify Gift Cards
Purchases of Shopify Gift Cards are reported separately from Product Sales so that they can be credited to a Gift Card Liability account
Written by
Ashley Schroder
Updated over a week ago
Gift Card sales in Shopify
Detecting sales of Gift Cards through Shopify either directly or as a special product type
Written by
Ashley Schroder
Updated over a week ago
Shopify Gift Card Accounting
This A2X report gives a monthly summary of Shopify Gift Cards issued, sold, expired and disabled.
Written by
Mariko Newman
Updated over a week ago
A2X for Shopify - Accounts Mapping: Transaction Type Categories
V2. A2X Accounts and Taxes Page Transaction Type Categories
Written by
Natalie Flex
Updated over a week ago
A2X for Shopify and Australian GST
Written by
Iona Bird
Updated over a week ago
A2X for Shopify default account mapping
V2. How A2X creates the default accounts for Shopify accounting and what type of accounts are they?
Written by
Natalie Flex
Updated over a week ago
Cost of Goods Sold
Overview of A2X for Shopify Cost of Goods Sold
How to use Cost of Goods Sold in A2X for calculating your Shopify COGS
Written by
Iona Bird
Updated over a week ago
A2X for Shopify - Cost of Goods Sold - and the importance of Stock Keeping Units (SKU's)
Why is using SKU's and Variants in Shopify so important?
Written by
Iona Bird
Updated over a week ago
Payment Processors
Shopify Installments payouts and A2X
How to reconcile Shopify Installments payouts
Written by
Ashley Schroder
Updated over a week ago
Using A2X for Shopify, Paypal and QuickBooks Online
Reconciling PayPal gateway payouts using A2X for Shopify
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and PayPal: Reconciling payouts and accounting for PayPal fees monthly
How to balance the A2X Paypal payouts to the PayPal monthly statement and account for the external PayPal fees
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and eWay: Reconciling payouts and accounting for eWay fees monthly
Reconciling A2X eWay payouts to the eWay bank deposits.
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and AfterPay: Reconciling payouts and accounting for AfterPay fees monthly
Learn how to balance the A2X AfterPay Payouts to the AfterPay monthly statement and account for the external AfterPay fees.
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and ZipPay: Reconciling payouts and accounting for ZipPay fees monthly
Learn how to balance the A2X ZipPay payouts to the ZipPay monthly statement and account for the external ZipPay fees.
Written by
Iona Bird
Updated over a week ago
A2X for Shopify and Sezzle: Reconciling payouts and accounting for Sezzle fees monthly
Learn how to balance the A2X Sezzle Payouts to the Sezzle monthly statement and account for the external Sezzle fees
Written by
Iona Bird
Updated over a week ago
Configuration Tips
Missing payouts for Shopify
How to find your missing Shopify Payments payouts or other gateway payouts
Written by
Ashley Schroder
Updated over a week ago
Shopify Finances Report
How to use the Finances Report to compare Shopify's financial summary with A2X's accounting data.
Written by
Ashley Schroder
Updated over a week ago
How to set up Product Type Grouping for Shopify
Similar Shopify Product Types? Grouping for Tax Treatment?
Written by
Brylea Smith
Updated over a week ago
FAQs
A2X for Shopify: Using Clearing Accounts for Other Payment Gateways
What is a clearing account and how to use them for 3rd party payment processors like Stripe, Paypal, Klarna and other payment providers
Written by
Natalie Flex
Updated over a week ago
A2X for Shopify: Inconsistent payout flag
Why is my payout flagged 'Inconsistent' in A2X?
Written by
Iona Bird
Updated over a week ago
How far back in my Shopify sales history can A2X go?
How to get sales and financial data from last year
Written by
Ashley Schroder
Updated over a week ago
Why doesn't A2X import every Shopify order as an individual Xero invoice?
Individual Shopify Order Posting
Written by
Iona Bird
Updated over a week ago
A2X for Shopify Order Edits
How does A2X manage payouts when order edits occur in Shopify?
Written by
Iona Bird
Updated over a week ago
Why Is There a Delay to My Shopify Payout Appearing in A2X?
Shopify Payout Holding Period
Written by
Elspeth Cordray
Updated over a week ago
Why doesn't A2X import every Shopify order as an individual QuickBooks Online Invoice or Sales Receipt?
Individual Shopify Order Posting
Written by
Iona Bird
Updated over a week ago
The Shopify Void gateway
Understanding the 'Shopify Void' gateway
Written by
Ashley Schroder
Updated over a week ago
How to manage Shopify Payout failures
Steps required to close out Shopify Payout failures
Written by
Iona Bird
Updated over a week ago
Disconnecting your Shopify Store in A2X - what happens?
Are you disconnecting your account and wondering what happens to your data in A2X?
Written by
Iona Bird
Updated over a week ago