Accounting and Bookkeeping Partner Resources

10 articles in this collection
Written by Ashley Schroder, Carmen Montgomerie, and Natalie Flex

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

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

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.

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

Staff/User Permission Levels in Shopify for Accountants and Bookkeepers

What user permission levels are required to connect A2X to your clients' Shopify stores?

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