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Accounting and Bookkeeping Partner Resources
Accounting and Bookkeeping Partner Resources
A2X Resources for Accountants and Bookkeepers
34 articles in this collection
Written by
Ashley Schroder,
Carmen Montgomerie,
and
Natalie Flex
Getting Started for Accounting Firms and Bookkeepers
A2X Overview for Accountants and Bookkeepers
A2X is designed for accounting and bookkeeping firms to make reconciling easy and accurate.
Written by
Natalie Flex
Updated over a week ago
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 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.
Written by
Natalie Flex
Updated over a week ago
A2X Partner Program for Accountants and Bookkeepers
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
Partner Overview
This view gives accounting partners a summary of all their accounts
Written by
Carmen Montgomerie
Updated over a week ago
Multi-Channel Clients and A2X Settings
Connecting A2X to Amazon, Walmart, Shopify or Ebay for Accountants and Bookkeepers
Connecting A2X to your client's ecommerce store can require some user permissions before completing this step.
Written by
Natalie Flex
Updated over a week ago
A2X Multi-Channel Pricing for Accountants and Bookkeepers
Choosing the best fit multi-channel subscriptions for each of your clients
Written by
Natalie Flex
Updated over a week ago
A2X VAT Settings by Marketplace for Multichannel Clients
V2. VAT settings in A2X for Amazon, Shopify, Ebay, Etsy and Walmart
Written by
Natalie Flex
Updated over a week ago
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 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
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
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
FAQ's for Accounting Firms and Bookkeepers
A2X Partners FAQ - Can I access all my clients’ accounts from one A2X login?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - How long is my free trial for?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Can I have a demo or free trial using my client's real data?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Are the transactions automatically posted to the accounting system?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Does A2X work with sales tax apps?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Does A2X calculate COGS?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - How does the account mapping work?
V1. Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Mapping using The Sales Tax Centre for QuickBooks Online Canada
How to map taxes in A2X and record sales and tax entries in QuickBooks Online for Canada
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - What if I need to prepare financial statements for prior months or years?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - How does the account mapping work?
V2. Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Are the transactions posted to QuickBooks or Xero always summarized?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Are A2X for Shopify and Amazon MTD Compliant?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Can A2X detect B2B and Export sales?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - Can A2X handle products with special VAT rates?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - What should I do if my client is on a special VAT scheme, such as the Flat Rate Scheme (FRS)?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
A2X Partners FAQ - What do I do if my client has multiple EU VAT jurisdictions?
Accounting and Bookkeeping Partner Resources
Written by
Natalie Flex
Updated over a week ago
Partner Billing
Partner Monthly Billing - Changing Price Plan
This article is for A2X Partner Experts 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 A2X Partner Experts 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 A2X Partner Experts who use the A2X Monthly Billing Option
Written by
Carmen Montgomerie
Updated over a week ago