Quick Reference Guides

Step by step quick start reference guides

10 articles in this collection
Written by Iona Bird, Carmen Montgomerie, and Natalie Flex

Accounts and Taxes Mapping Instructions

v2. How to use the accounts and taxes mapping pages for new users

Written by Natalie Flex
Updated over a week ago

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

Written by Natalie Flex
Updated over a week ago

How to upgrade, downgrade or cancel the A2X subscription plan

This article is for A2X subscribers who are already on a paid plan, when it's time to upgrade to a higher tier or downgrade your plan

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

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

Written by Iona Bird
Updated over a week ago

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

Changing Invoice / Journal grouping

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

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

Written by Iona Bird
Updated over a week ago

Notifications

What are the A2X Notifications and how do they work?

Written by Carmen Montgomerie
Updated over a week ago

Getting Started with A2X for Amazon

Get Started with A2X in just 5 Simple Steps!

Written by Iona Bird
Updated over a week ago