A2X Sync for QuickBooks & Xero

Hi William - Katie from A2X here 👋 Thank you so much for taking the time to share your feedback and we truly apologize for any confusion around our trial experience. Our trial is unlimited in time, meaning you can explore A2X for as long as you like. However, during that period, you’ll have access to your most recent 3 settlements so you can see how A2X works with your ecommerce data. We understand how this may not have been clear and we’ll work on improving our communication. Your feedback helps us identify where we can do better. We are happy to offer you a free month of A2X and a personalized onboarding session with one of our specialists. We've reached out directly in your last chat with our support team to kick off the process and help simplify your ecommerce accounting 😊 Thank you, Katie

Hi there, Thank you so much for your review and details shared. You are correct, A2X will fetch the payout data that contains all your individual orders, however A2X will not post the data as individual orders to the accounting system. We do not send individual orders to the accounting system and therefore the level of detail for invoicing customers is not in A2X. The fact that we consolidate the data is one of the main features of A2X, so we have sellers using A2X processing just a few hundred orders a month right up to hundreds of thousands of orders per month, and the beauty of A2X is that they never have to change systems as they grow.  Our main focus is the overall accounting data as this is what allows you to easily reconcile and have accurate, compliant accounting without having to duplicate individual orders and customer info that is captured and held in Shopify. A2X will create an invoice per payout. If the payout covers a period inside of one month, then A2X will create one invoice. If it covers a period which spans over two months, then it will create two invoices in Xero (one for each month) to ensure your sales and fees are accounted for in the correct month. A2X will fetch the payout data that contains all your individual orders, however A2X will not post the data as individual orders to the accounting system. The main reasoning behind that is: a) We have found that when doing Shopify accounting based on order data it is extremely hard to ever correctly reconcile to the payments in your bank account b) Cloud accounting packages generally recommend against having too many transactions in your accounting system - your accounting system will never get clogged up. As your Shopify business grows, the large number of invoices becomes increasingly difficult to manage and less useful for management reporting. For example, if you have 100's of orders per day, you likely do not want to review each one within your accounting system but you do need complete confidence that Shopify paid you the correct amount and how that payment reconciles to your sales and fees. A raw settlement file containing all individual transactions will be available for you to download from A2X for your records. This file will also be sent over to Xero attached as a file named 'settlement-report.txt' for audit purposes. Kindly reach out to us anytime at [email protected] if you would like to discuss any of our features or integrations, we are all happy to help where we can. With warmest regards, Jana K. A2X CS Team

Hi, Thank you so much for your review. We are very sorry to hear that you had unpleasant experience when trying to test our A2X integration, and that the support you received was not helpful. We would love to meet with you in the video call, where we can answer all of your questions and assist you with setting up your account. We are absolutely confident that this would give you more clarity on the tool itself and confidence to use it, as well as show you the numerous benefits of automating your e-commerce accounting with A2X. Setting up the new tool can always be a little overwhelming, and we would love to provide you with one on one support, especially in those initial stages. Kindly reach out to us anytime at [email protected] and we can setup a call to meet and work together on the actual setup of your account. With warmest regards, A2X CS Team