Accounting and Bookkeeping Partner Resources

Getting Started for Accounting Firms and Bookkeepers

Accounting & Bookkeeping Firms - Getting Started with A2X

Overview with tips and tricks for Accountants and bookkeepers setting up their first A2X account for their Amazon or Shopify client

Written by Natalie Flex
Updated yesterday

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.

Written by Natalie Flex
Updated over a week ago

A2X Partner Program for Accountants and Bookkeepers, Partner ID

Setting up your A2X Partner Account and Your Partner ID

Written by Natalie Flex
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.

Written by Carmen Montgomerie
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.

Written by Carmen Montgomerie
Updated over a week ago

FAQ's for Accounting Firms and Bookkeepers

Can I access all my clients’ accounts from one A2X login?

Written by Natalie Flex
Updated this week

Are the transactions automatically posted to the accounting system?

Written by Natalie Flex
Updated this week

How long is my free trial for?

Written by Natalie Flex
Updated this week

Are the transactions posted to QuickBooks or Xero always summarized?

Written by Natalie Flex
Updated this week

How does the account mapping work?

Written by Natalie Flex
Updated this week

What if I need to prepare financial statements for prior months or years?

Written by Natalie Flex
Updated this week

User Permissions | Connect A2X to Amazon or Shopify for Accountants and Bookkeepers

How to connect A2X to Shopify for Accountants and Bookkeepers

For accountants and bookkeepers who need to connect an A2X account to a client's Shopify store

Written by Natalie Flex
Updated yesterday

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

Written by Ashley Schroder
Updated over a week ago

Staff/User Permission Levels in Shopify for Accountants and Bookkeepers

What user permission levels are required to connect A2X to your clients' Shopify stores as a Shopify Staff or Shopify Partner?

Written by Natalie Flex
Updated over a week ago

Customized User Permissions for Shopify Staff & Partners

If your client prefers to limit the permission levels, this article specifies the minimum levels you should request for Shopify Accounting.

Written by Natalie Flex
Updated over a week ago

User Permission Levels in Amazon for Accountants and Bookkeepers

What user permission levels should accountants and bookkeepers request from their Amazon clients?

Written by Natalie Flex
Updated over a week ago

Partner Billing

Partner Monthly Billing - Changing Price Plan

This article is for Accounting Partners who use the A2X Monthly Billing Option

Written by Carmen Montgomerie
Updated over a week ago

Partner Monthly Billing - Change the Way the Subscription is Paid

This article is for Accounting Partners who use the A2X Monthly Billing Option

Written by Carmen Montgomerie
Updated over a week ago

Partner Monthly Billing - Cancel Subscription

This article is for Accounting Partners who use the A2X Monthly Billing Option

Written by Carmen Montgomerie
Updated over a week ago

Partner Monthly Billing - Adding new Subscriptions to your Monthly Bill

This article is for Accounting Partners who use the A2X Monthly Billing Option

Written by Carmen Montgomerie
Updated over a week ago