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This is a must have not a nice to have application. It makes bookkeeping so much simpler. Using a2x with xero is the only way to go to keep your accounting in order. highly recommend it.
So long as the features do what you want them to do, the most important aspect of a piece of software like this is the customer support, and A2X really impressed me with their service. Getting financial data all hooked up properly isn't a straightforward thing, even with really good software and plenty of experience.
Elspeth especially was an absolute breeze to work with, super responsive, knowledgable, and made me feel like she genuinely wanted to help. When we hit a complicated snag, she even suggested we hop on a call so I could screen share and try to fix it together—which we did!
I tried a competing integration before this, and even though they had a few features I liked that A2X didn't have, their support was slow and not particularly helpful.
So far, the software is working well, and I'm confident that if anything goes awry, I'll get the support I need. Highly recommended.
We couldn't agree more that customer support is a vital aspect of any software, especially when it comes to getting financial data all hooked up properly.
We understand that it can be a complex process, even with top-notch software and experience under your belt. That's why we're thrilled to hear that Elspeth provided you with exceptional assistance. She is truly a gem, and she always goes above and beyond to assist customers.
Thank you once again for your kind words. We appreciate your trust in A2X, and we look forward to continuing to meet and exceed your expectations.
It was easy to connect everything but nothing would sync in the free trial. The basic plan didn't do anything either. Getting help from the site took hours and still wasn't helpful. Not worth it.
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 support@a2xaccounting.com and we can setup a call to meet and work together on the actual setup of your account.
With warmest regards,
A2X CS Team
Very easy to use and has saved me a lot of time with reconciliations, no errors or discrepancies, very happy :)
Super easy integration and set up across multiple channels - hopefully performance continues in the same nature.
I've used A2X with another bookkeeping client to record all the details related to sales deposits with much success. Now I've just added a new client. It was so easy to get the connections between A2X, Shopify and QBO set up. In less than 2 hours, the set-up was complete, the transactions for 3 months' deposits were entered in QBO, and I had completed the Sales tax records - which anyone who sells across Canada knows can be tricky - but no problem at all with this set-up. A real-time saver!!!!
Wow! This is amazing - thank you for taking the time for this review and for putting it all in hours.
It means a lot for all of us to see it in numbers - as numbers are what we love - especially when they reconcile :)
As you mentioned, anyone selling across Canada is aware of all complexities, and we are always eager to learn more and see how A2X can make it all as automated as possible while maintaining accuracy.
Thank you for your trust and for helping us grow - we wish to do the same and you can always count on our support team to help you grow your client base while becoming an A2X expert along the way :)
Not having a capability of sending individual invoices and customer data from Shopify to Xero made this app no good for our requirements. It would work ok for someone just looking for a bulk payout reconciliation but not individual invoices.
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 support@a2xaccounting.com 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
So far my experience has been great. Setup was easy and customer service has been great. Looking forward to see how it works on the long run.
Its a great way to keep on top of all things financial, takes just a few minutes and it's done. A2X has worked well for me on my other eCom platforms so it seemed like a natural addition to Shopify.
This may be a good app, but it doesn't make the pricing clear until you get it installed and connected to your QB account. Then you find out everything you can't do until you pay for an A2X account in addition to your QB subscription. All it says on the Shopify App Store page is "free to install, Pricing tiers based on orders volume". Why not make the pricing clear from the beginning? I'll use something else that is upfront about their pricing.
Hey, thank you for leaving your review and for making us aware of this problem. We have now updated our listing to show the tiered prices of A2X. Sorry for any confusion caused. Please email me at ellen@a2xaccounting.com, I hope we can work something out and rectify your experience.