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Quick Reference Guides
Step by step quick start reference guides
+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
Written by
Natalie Flex
Updated this week
How to subscribe to your A2X trial account and choose your subscription plan
Stripe Billing
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
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
Getting Started With A2X Checklist
Important resources and step-by-step instructions to set up your A2X account successfully
Written by
Amy Crooymans
Updated this week