What if I switch my accounting software or open a new QuickBooks, Xero, or Wave account?

What to do when you switch accounting software or open a new QuickBooks, Xero, or Wave account, and how to send your settlements again.

Taxomate lets you send your settlements again to QuickBooks, Xero, or Wave if you switched from one accounting system to another, or if you created a new account in QuickBooks, Xero, or Wave and connected it to Taxomate.

First connect the new software or company: go to Settings > Connections and use Switch company (same software, different company), or Disconnect your old software and connect the new one. Then set up Accounts and taxes again for the new software.

Then, for each settlement you want to send again:

Step 1. Open the settlement in Taxomate. (For a payout, open the payout.)

Step 2. If you connected the same kind of software again (for example a new QuickBooks company), select More actions, then Delete entries from your accounting software. Confirm.

If you switched to a different software (for example from QuickBooks to Xero), Taxomate cannot delete the old entries. Delete entries is blocked and says "Saved history does not match the connected accounting provider." Go to Step 3.

Step 3. Select More actions, then Mark as not posted (Amazon settlements only). Taxomate tries once more to delete the saved entries, then marks the settlement as not posted whether or not that worked. Check your old software afterward and remove any entries that remain. For settlements from other sales channels, contact support.

Step 4. Select Rebuild if you changed accounts or settings, then Send the settlement to your new software.

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