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Quick Reference Guides

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 this week

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

Stripe Billing
Natalie Flex avatar
Written by Natalie Flex
Updated this week

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
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 this week