Accounting and Bookkeeping Partner Resources

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

31 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

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

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

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

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?

Accounting and Bookkeeping Partner Resources

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

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 - 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