Accounting and Bookkeeping Partner Resources

Ashley Schroder avatar Carmen Montgomerie avatar Rachel Turney avatar +1
7 articles in this collection
Written by Ashley Schroder, Carmen Montgomerie, Rachel Turney and 1 other

Staff/User Permission Levels in Shopify for Accountants and Bookkeepers

What user permission levels are required to connect A2X to your clients' Shopify stores?
Natalie Flex avatar
Written by Natalie Flex
Updated this week

Consolidated billing - Remove an account

Consolidated billing is a partner program benefit for partners who meet our volume criteria. This outlines how accounts are removed.
Rachel Turney avatar
Written by Rachel Turney
Updated over a week ago

Accounting Firms - Getting Started

A2X on-boarding overview with tips and tricks for Accounting firms setting up their first A2X account for their Amazon or Shopify client
Carmen Montgomerie avatar
Written by Carmen Montgomerie
Updated over a week ago

How to invite the owner of the Amazon seller account to connect A2X

For accountants and bookkeepers who need to invite their seller client to connect A2X to Amazon
Ashley Schroder avatar
Written by Ashley Schroder
Updated over a week ago

Accounting Firms - Summary of A2X user management

A2X is designed to enable one user to manage many clients and one client to have many users. Below is the summary of A2X's user management.
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

Teams - How can I link a team when my client is the account admin?

Outlines how to add at team when the A2X account admin is the client.
Carmen Montgomerie avatar
Written by Carmen Montgomerie
Updated over a week ago

Teams for Accounting and Bookkeeping Firms

This article outlines how to set up a team (made up of A2X users) and then how to go on and link this team to your client's accounts.
Carmen Montgomerie avatar
Written by Carmen Montgomerie
Updated over a week ago