Partners can conveniently access a centralized overview page, offering a comprehensive view of all unposted payouts and COGS.

Unposted Payouts Reports: a comprehensive view of all unposted payouts and COGS for Partners

Iona Bird

Amy Crooymans

Mariko Newman

A2X Resources for Accountants and Bookkeepers

Accounting and Bookkeeping Partner Resources

A2X Directory Processes for listed partners

How to use the A2X Directory

How to create your listing for the A2X Directory

A2X Directory

A2X Partner Program for Accountants and Bookkeepers

A2X is designed for accounting and bookkeeping firms to make reconciling easy and accurate.

A2X Overview for Accountants and Bookkeepers

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

Accounting & Bookkeeping Firms - Getting Started with A2X

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.

Accounting Firms - Summary of A2X user management

Partner Dashboard

This view gives accounting partners a summary of all their accounts

Partner Overview

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.

Teams for Accounting and Bookkeeping Firms

Outlines how to add at team when the A2X account admin is the client.

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

Understanding and Leveraging Team Member Statuses for Efficient Workflow

Benefits of A2X Team Roles for Accountants and Bookkeepers

Getting Started for Accounting Firms and Bookkeepers

Connecting A2X to your client's ecommerce store can require some user permissions before completing this step.

Connecting A2X to Amazon, Walmart, Shopify or Ebay for Accountants and Bookkeepers

Choosing the best fit multi-channel subscriptions for each of your clients

A2X Multi-Channel Pricing for Accountants and Bookkeepers

Multi-Channel Clients and A2X Settings

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

How to connect A2X to 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?

Staff/User Permission Levels in Shopify for Accountants and Bookkeepers

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

User Permission Levels in Amazon for Accountants and Bookkeepers

For accountants and bookkeepers who need to invite their seller client to connect A2X to Amazon

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

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

[A2X Partners] A2X Simplified Billing

A2X Partners can request firm level subscription management, an advanced billing management option for accounting firms

Firm Billing: Billing Owner, Billing Editors, and Subscription Management

This article is for A2X Partner Experts who use the A2X Monthly Billing Option

Partner Billing - Adding new subscriptions to your monthly bill

Learn how to easily transfer your billing to another user

How to transfer billing to and from a client if you are an accounting firm

Partner Billing

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

A2X Partners FAQ - How long is my free trial for?

A2X Partners FAQ - Can I have a demo or free trial using my client's real data?

A2X Partners FAQ - Are the transactions automatically posted to the accounting system?

A2X Partners FAQ - Does A2X work with sales tax apps?

A2X Partners FAQ - Does A2X calculate COGS?

How to map taxes in A2X and record sales and tax entries in QuickBooks Online for Canada

A2X Mapping using The Sales Tax Centre for QuickBooks Online Canada

A2X Partners FAQ - What if I need to prepare financial statements for prior months or years?

V2. Accounting and Bookkeeping Partner Resources

A2X Partners FAQ - How does the account mapping work?

A2X Partners FAQ - Are the transactions posted to QuickBooks or Xero always summarized?

A2X Partners FAQ - Are A2X for Shopify and Amazon MTD Compliant?

A2X Partners FAQ - Can A2X for Amazon detect Amazon B2B and Export sales?

A2X Partners FAQ - Can A2X handle products with special VAT rates?

A2X Partners FAQ - What should I do if my client is on a special VAT scheme, such as the Flat Rate Scheme (FRS)?

A2X Partners FAQ - What do I do if my client has multiple EU VAT jurisdictions?

FAQ's for Accounting Firms and Bookkeepers

Find answers and get help from Intercom Support and Community Experts

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