Quick Reference Guides

Step by step quick start reference guides

Iona Bird avatar Natalie Flex avatar Amy Crooymans avatar
11 articles in this collection
Written by Iona Bird, Natalie Flex, and Amy Crooymans

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?
Iona Bird avatar
Written by Iona Bird
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