How to use the accounts and taxes mapping pages for new users

Accounts and Taxes Mapping Instructions

Invite - User - Invite Accountant - Invite Bookkeeper - Add User

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

Bulk/Mass: settlement/payout refreshes - sales sends - COGS sends - exports

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

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

Amazon marketplace tracking in Xero - Xero Tracking Categories

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

Amazon marketplace tracking in QuickBooks Online - QuickBooks Online Tracking Classes

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

What are the A2X Notifications and how do they work?

Notifications

Get Started with A2X in just 5 Simple Steps!

Quick Reference Guide: Getting Started with A2X for Amazon

Important resources and step-by-step instructions to set up your A2X account successfully

Getting Started With A2X Checklist

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Amy Crooymans

Step by step quick start reference guides

Quick Reference Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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