A2X for Shopify

Setup guides and articles to help you get started with A2X for Shopify

Ashley Schroder avatar Iona Bird avatar Natalie Flex avatar +3
45 articles in this collection
Written by Ashley Schroder, Iona Bird, Natalie Flex and 3 others
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
Iona Bird avatar
Written by Iona Bird
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
Iona Bird avatar
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.
Iona Bird avatar
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
Iona Bird avatar
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
Iona Bird avatar
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
Ashley Schroder avatar
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

Create ledger accounts from A2X or Create them in your accounting software
Iona Bird avatar
Written by Iona Bird
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?
Brylea Smith avatar
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
Ashley Schroder avatar
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
Iona Bird avatar
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
Ashley Schroder avatar
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
Iona Bird avatar
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?
Iona Bird avatar
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
Iona Bird avatar
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
Ashley Schroder avatar
Written by Ashley Schroder
Updated over a week ago

How do I Get Started with A2X for Shopify? Set up Account and Tax Mapping

V2. Create ledger accounts from within A2X or create them in your accounting software
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

Shopify Pending Payments

Understanding what a Pending Payment is and how to reconcile it
Ashley Schroder avatar
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
Ashley Schroder avatar
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
Ashley Schroder avatar
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.
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Written by Michelle O'Brien
Updated over a week ago

A2X for Shopify - Accounts Mapping: Transaction Type Categories

V2. A2X Accounts and Taxes Page Transaction Type Categories
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

A2X for Shopify and Australian GST

Iona Bird avatar
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?
Natalie Flex avatar
Written by Natalie Flex
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
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

A2X for Shopify: Inconsistent payout flag

Why is my payout flagged 'Inconsistent' in A2X?
Iona Bird avatar
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
Ashley Schroder avatar
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
Iona Bird avatar
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?
Iona Bird avatar
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
Elspeth Cordray avatar
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
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

The Shopify Void gateway

Understanding the 'Shopify Void' gateway
Ashley Schroder avatar
Written by Ashley Schroder
Updated over a week ago

How to manage Shopify Payout failures

Steps required to close out Shopify Payout failures
Iona Bird avatar
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?
Iona Bird avatar
Written by Iona Bird
Updated over a week ago