Getting Started

Getting started with taxomate

6 articles in this collection

Initial Setup

Step One: Connect Your Amazon Seller Marketplace

A. Obtain Your Amazon Seller CredentialsAfter registering for taxomate, you will first need to connect your Amazon Seller Account.You will need to authorize the taxomate app in Amazon by going to Amazon Seller Central > Settings > User Permissions...

By Michael Schwartz

Updated 2 days ago

Step Three: Setup Account Mapping

Option A. Using Recommended Mappingstaxomate allows you to set up account and tax mapping so that your settlements can be properly exported to QuickBooks Online or Xero Accounting.After your settlements are finished importing from Amazon...

By Michael Schwartz

Updated 2 days ago

Step Two: Connect QuickBooks or Xero

To connect QuickBooks or Xero, please select Connections under Settings. You connect your account software by selecting either the Connect to QuickBooks button or Connect to Xero button. 

By Michael Schwartz

Updated 2 days ago

Step Four: Export Statement to QuickBooks or Xero

A. Settlement Export to QuickBooks or XeroImported Amazon Settlements will show up under settlements on the left menu.You have the option to review, export, delete, or send a settlement:Once you have properly mapped any accounts, you can send the...

By Michael Schwartz

Updated 2 days ago

Other Getting Started Guides

Quick Setup: Getting started with taxomate

We recommend using our Quick Setup tool to get started. It is an easy way to add all the necessary accounts and data for you to start using taxomate. In the top right-hand corner select the three dot dropdown and select Quick Setup.From there you...

By Michael Schwartz

Updated 2 days ago

How to Reconcile Sales Invoices in Xero with Amazon bank deposits

A. Xero ReconcileSettlements are imported to Xero as Sales Invoices which can be matched up against your bank deposits from Amazon.Make sure that you have you connect your bank account and import your Amazon bank deposits.Step 1. On the top...

By Michael Schwartz

Updated 2 days ago