Quick Reference Guides

Step by step quick start reference guides

Iona Bird avatar Carmen Montgomerie avatar Natalie Flex avatar +1
11 articles in this collection
Written by Iona Bird, Carmen Montgomerie, Natalie Flex and 1 other

Accounts and Taxes Mapping Instructions

v2. How to use the accounts and taxes mapping pages for new users
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

How to subscribe to your A2X trial account and choose your subscription plan

Stripe Billing
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

How to upgrade, downgrade, or cancel your subscription plan

Stripe Billing
Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

Quick Reference Guide: Invite other users to your A2X account in 3 simple steps!

Invite - User - Invite Accountant - Invite Bookkeeper - Add User
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Quick Reference Guide: Perform BULK Actions in A2X in 5 Simple Steps!

Bulk/Mass: settlement/payout refreshes - sales sends - COGS sends - exports
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Quick Reference Guide: Settlements /payouts grouping changes in 5 steps!

Changing Invoice / Journal grouping
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Quick Reference Guide: Set up marketplace tracking for Xero in A2X

Amazon marketplace tracking in Xero - Xero Tracking Categories
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Quick Reference Guide: Set up marketplace tracking for QuickBooks Online in A2X

Amazon marketplace tracking in QuickBooks Online - QuickBooks Online Tracking Classes
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Notifications

What are the A2X Notifications and how do they work?
Carmen Montgomerie avatar
Written by Carmen Montgomerie
Updated over a week ago

Getting Started with A2X for Amazon

Get Started with A2X in just 5 Simple Steps!
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Getting Started With A2X Checklist

Important resources and step-by-step instructions to set up your A2X account successfully
Amy Crooymans avatar
Written by Amy Crooymans
Updated over a week ago