This quick reference guide is based on the assumption that tracking classes are already set up in QBO - for further information on how to set them up click HERE

STEP 1

Log in to your A2X account
Go to Settings > Invoice Settings

STEP 2

In the Invoice settings page search for the Tracking Codes section  

STEP 3

Please Note:
If you have set up a single tracking class in QBO then you will track all marketplaces together
If you have set up a tracking class per marketplace in QBO then you will track each marketplace individually

Select the relevant tracking classes by clicking the arrow in the relevant section

STEP 4

Once you have assigned the relevant tracking classes click 'Save' and then return to the settlements page of A2X

STEP 5

From the settlements page click 'Refresh' beside each settlement or by enabling bulk actions - learn more about bulk actions HERE

Once the settlements have refreshed they are ready to be sent to QBO with Tracking!

You can learn more about marketplace tracking for QuickBooks Online HERE

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