Accounting and Bookkeeping Partner Resources

A2X Resources for Accountants and Bookkeepers with Amazon or Shopify seller clients

Ashley Schroder avatar Carmen Montgomerie avatar Natalie Flex avatar
31 articles in this collection
Written by Ashley Schroder, Carmen Montgomerie, and Natalie Flex
Getting Started for Accounting Firms and Bookkeepers

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.
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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
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Written by Natalie Flex
Updated over a week ago

A2X Overview for Accountants and Bookkeepers

A2X is designed for accounting and bookkeeping firms to make reconciling easy and accurate.
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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.
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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
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Written by Natalie Flex
Updated this week

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.
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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.
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Written by Carmen Montgomerie
Updated over a week ago

Partner Overview

This view gives accounting partners a summary of all their accounts
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Written by Carmen Montgomerie
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
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Written by Natalie Flex
Updated over a week ago

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

Accounting and Bookkeeping Partner Resources
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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
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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
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Written by Natalie Flex
Updated over a week ago

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

Accounting and Bookkeeping Partner Resources
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Written by Natalie Flex
Updated over a week ago

A2X Partners FAQ - Does A2X calculate COGS?

Accounting and Bookkeeping Partner Resources
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Written by Natalie Flex
Updated over a week ago

A2X Partners FAQ - How does the account mapping work?

Accounting and Bookkeeping Partner Resources
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Written by Natalie Flex
Updated over a week ago

A2X Mapping using The Sales Tax Centre for QBO Canada

How to map taxes in A2X and record sales and tax entries in QBO for Canada
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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
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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
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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
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Written by Natalie Flex
Updated over a week ago

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

Accounting and Bookkeeping Partner Resources
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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
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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
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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
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Written by Natalie Flex
Updated over a week ago