When you add another A2X account, are you sending the data from A2X to the same Xero or QuickBooks account?
What happens when the new account is added and then connected to the same Xero or QuickBooks account is the connection of the original A2X account gets disconnected. This happens because multiple connections require a more complex way of sharing.
A2X offers a way to share the connection so both or all A2X accounts can stay connected to Xero or QuickBooks. It is a simple step by step process and does not require any programming. Please follow the steps below to set up sharing of your accounting connection.
Step 1: Determine which account is still connected to Xero/QBO. You may have to toggle between accounts.
It will have the name of the company shown as connected on the Dashboard or Settlement page. Take note of the A2X account name.
Step 2: Then go to the other account that was disconnected. Click the button for your accounting system. It will say “Unknown Company”
or offer to connect to Xero or QuickBooks
If it does not show this, go to A2X Connections Settings and click “Disconnect” to fully disconnect from Xero or QuickBooks.
Then click “Connect”.
Step 3: When you get to the page where you choose the app to connect with Xero or QuickBooks, choose the right app
Step 4: You will then see this screen with the only difference being Xero or QuickBooks Online
Step 5: Before clicking “Connect”, scroll down to find “Sharing with another of your A2X accounts” and click on “click here” instead.
Step 6: Choose from the dropdown the other A2X account that is already connected.
Back to normal! The name of the Xero or QuickBooks Online account is now connected to two A2X accounts.
If you have other accounts as well, they will need to also share the connection with an already connected account. Repeat the process above for all other accounts that need to be connected.
Please reach out to support at firstname.lastname@example.org or on chat if you need further assistance.