How Can I Reload a Qbo File Again

Rachel Walker, an employee and leader hither at LedgerGurus, put together an awesome video (soon to be on YouTube) on how to connect A2X to QuickBooks. This blog is based on the cognition, tips, and pedagogy from that A2X QuickBooks video. It is role of a series of blogs that will help with different aspects of using A2X.

What is A2X?

A2 X is an App that makes things easier for companies who use accounting solutions like QuickBooks Online or Xero and sell on Amazon. It automatically pulls in your Amazon settlements and processes the data, creating a summary of revenue, expense, and other transactions. A2X besides posts summarized transactions to the accounting software . It generates invoices or periodical entrie s from each settlement and posts them to your QuickBooks Online organisation. It can do this automatically or manually. Y'all can choose the accounts and tax rates that utilise to each Amazon transaction blazon. Yous can then easily reconcile A2X settlement postings when the settlement payments from Amazon appear in your bank account. For more than info click here .

Here nosotros go over how to showtime using A2X to make your life simpler. And then, if y'all are reading this yous've already created a shell company in A2X. (If non, and then y'all need to do that get-go). Okay, allow's become through the step-by-stride process of how to connect QuickBooks to A2X.

(For more than info on QuickBooks integrations including A2X click here .)

Connecting A2X to QuickBooks Online

STEP 1: Become to A2X Homepage

As of yet you haven't connected anything, then we get-go visit the main homepage for A2X,

Stride 2: Two Ways to Start the Procedure

Option i: Connect directly through the A2X Home Page. (All your continued systems should be listed).

Pick 2: Connect through Settings:

Click on "Settings"

then click "Connections"

next click "Connect to QuickBooks Online"

Now follow the residuum of this process for both Option i & Pick 2

And then click on "Connect with QuickBooks"

And again click "Connect to Quickbooks Online"

Pace iii: Log In

If you are not logged in already, then you volition be prompted to put in your login data. In the upper right-hand corner information technology says "Rachel". Considering she has already logged into A2X; It brought it upwardly for her automatically.

Footstep iv: Connect to Company or Firm

From drop down menu cull the company or firm you lot want to connect to. Every bit an case we will choose "Ledger Gurus".

Pace five: Connect to Client

Next, choose which client you desire to connect to A2X. Nosotros will use the customer "Condom Ducky" as our example, so here we click on "Rubber Ducky".

Footstep 6: Confirm Choices and Complete Connectedness

Next click "Confirm"

So click "Connect" again

Now we tin can encounter that QuickBooks is successfully connected:

If y'all try to connect a QuickBooks business relationship to A2X, and y'all're non the admin on the business relationship, a warning will pop up that looks similar to this one:

It is important to be an admin for the QuickBooks account you are using. If you are not an admin, the higher up bulletin will popular up. You would need to click "Switch admin" to connect A2X to QuickBooks, which y'all may not want to do.

STEP 7: Select Bank Business relationship Where Amazon Deposits Settlements

So hither we are, nosotros are the admin on this QuickBooks account and nosotros've continued it to A2X, and now information technology wants some information from us.

First of all, A2X wants to know, based on reports that Amazon compiles every two weeks, where those deposits are going to be sent and which checking account is going to receive that deposit. Information technology's normally the business organisation checking account so we will utilise that account in this case. It also wants to know if there are deficient funds in your Amazon account.

Stride eight: Select Credit Card Business relationship Used to Pay Amounts Owed to Amazon

For example, if somebody wants a refund, or they accuse you lot your monthly fee for Amazon and y'all don't have plenty funds sitting in your Amazon property account to embrace that, Amazon withal wants its coin right now. Amazon isn't going to look for yous, then it'due south going to pull what you owe directly out of a credit card that you specify to embrace the divergence.

And so now that we accept specified these settings, click "Salve Settings"

Refresh Cache

If for any reason you have connected the Quickbooks client to A2X and yous've changed something in QuickBooks, and then there is a way to refresh your cache. (For instance, changes to account names in the chart of accounts). Refreshing your connection to Quickbooks makes it possible for A2X to pull in the correct chart of accounts that you've updated.

Once once again you would go to "Settings"

Side by side, nether the connections tab y'all click "Refresh QuickBooks Cache".

And then it would come upwards with a message maxim something like "Refreshing QuickBooks Cache, this will take a infinitesimal". It could take 30 seconds, it could take an hour. It depends on how much information is being inverse.

Disconnect QuickBooks

If y'all want to disconnect from QuickBooks click "Disconnect QuickBooks". (Next to the "Refresh QuickBooks Cache" button).

This is helpful if there are multiple QuickBooks accounts and the account currently connected to A2X isn't the ane you want connected.

Afterwards, a message volition pop upwards maxim something like "your A2X account has at present been disconnected from QuickBooks."

At present you tin can cancel out of that window (yous don't want to connect again, because yous don't desire this account to be connected to that QuickBooks business relationship.)

Now you are ready to connect another QuickBooks business relationship to A2X.

Mapping Amazon Categories and Transactions

Now when information technology comes to A2X, it'south going to pull in your chart of accounts and we will find that data hither under "Accounts and Taxes".

So these are the different types of categories/transactions that Amazon will pull over.

And once we pull over our example nautical chart of accounts, we can use the drib downward bill of fare to choose which account to save transactions to. For example I could assign "Adjustments" to the account chosen "Amazon Reserved Balances" (this is not the right account for adjustments, nosotros are using this equally an example).

It's helpful to know that this is what is happening behind the scenes, although this article volition not cover mapping in depth.

Recap: Connecting A2X with QuickBooks

So, nosotros set up a trounce business relationship in A2X before connecting A2X and QuickBooks. And so follow the steps (Whether or not we connect directly through the homepage or settings) to connect A2X to Quickbooks:

Nosotros select a Bank Account where Amazon deposits settlements
Nosotros select a credit bill of fare business relationship used to pay amounts owed to Amazon
To view any changes or updates that y'all brand, follow the steps to refresh you QuickBooks Cache
If you have connected to the incorrect account, then follow the steps to disconnect and connect to the correct account

Using A2X with QuickBooks can help brand your life easier past automating your Amazon accounting.

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Source: https://ledgergurus.com/connecting-a2x-to-quickbooks-online/