QuickBooks and Xero setup and migration for e-commerce: a clean file, tied out to the cent.
QuickBooks and Xero setup and migration for e-commerce gives you a clean accounting file built for marketplace payouts, so every month after it reconciles. You get a seller chart of accounts, A2X or Link My Books mapped to it, and opening balances that agree with your old books to the cent. A fixed one-time price from $499, quoted in writing after your free books review.
Fixed one-time price · written quote · no commitment
Conversion tie-out: opening balances, Sep 30
| Cash, operating checking | 25,634.45 |
|---|---|
| Amazon reserve held | 2,722.75 |
| Inventory | 54,000.00 |
| Prepaid expenses | 1,550.00 |
| Equipment, net | 18,000.00 |
| Total assets | 101,907.20 |
| Total liabilities | (30,372.35) |
| Member's equity | 71,534.85 |
| Old file vs new file | 0.00 · ✓ Tied out |
Also set up Sep 30
- Chart of accounts by channel ✓
- A2X or Link My Books mapped ✓
- Bank and card feeds connected ✓
- Inventory and COGS accounts ✓
Old and new trial balance agree to the cent
ILLUSTRATIVE CONVERSION — DEMO STORE, NOT A CLIENT
Starting fresh, or moving your file.
You sell $50k to $1M a year online and you're opening your first accounting file, switching between QuickBooks Online and Xero, or rebuilding a file that was set up for a different kind of business.
A generic file can't read a payout.
A standard chart of accounts has one line for sales. A seller needs sales, refunds, fees, reserves and inventory by channel, or every report after setup is wrong.
Payouts need to be split, not deposited
A payout bundles sales, refunds and fees. Map it into the right accounts once, and every month reconciles to the bank.
Read the answer →Inventory belongs on the balance sheet
Set up as an asset from day one, stock you buy stops showing up as a loss in the month you pay for it.
Read the answer →COGS needs its own accounts
Cost of goods sold gets an account per channel, so gross margin by channel is there in every report.
Read the answer →Landed cost needs a home
Freight, duty and prep go into the cost of each unit, with accounts built for them from the start.
Read the answer →The file has to stay right every month
Once setup is done, inventory accounting keeps cost per unit and COGS current as you sell.
See inventory accounting →A file built for an online store, handed over tied out.
One project, one fixed price, and a file your monthly bookkeeping runs on from the first close.
- Seller chart of accounts: sales, refunds, fees and COGS by channel SETUP
- A2X or Link My Books connected and mapped to it SETUP
- Classes in QuickBooks Online, or tracking categories in Xero, for each channel SETUP
- Bank, card and payment feeds connected SETUP
- Opening balances carried over and tied to the old file CUTOVER
- A written setup note: what goes where, and why HANDOVER
Your first month in the new file is closed by day 15 of the following month.
Profit & Loss — September
| Amazon sales | 38,420.00 |
|---|---|
| Shopify sales | 21,760.00 |
| eBay sales | 4,310.00 |
| Net sales | 64,490.00 |
| Cost of goods sold | (23,190.40) |
| Marketplace fees | (9,874.15) |
| Gross profit | 31,425.45 |
SAMPLE · ILLUSTRATIVE FIGURES · NOT A CLIENT
One setup, one fixed price, quoted first.
Setup is a one-time project at $499, the figure on our pricing page. Your scope is confirmed in writing after your free books review, before any work starts.
| Service | Billed | Price |
|---|---|---|
| Software setup & migration | one-time | $499 |
| Inventory & COGS accounting | /month | $99 |
Catch-up bookkeeping
Old file months behind? We bring it current first, priced per month behind, so you move clean numbers into a clean file. See catch-up →
Four steps to books you can trust.
Free books review
You send the access invitations. We look at where your books stand.
Quote in writing
Your plan and price, before you commit to anything.
Catch-up
Missing months brought current and reconciled.
Monthly close
Books closed every month, reports in your inbox.
[[FILL]]
[[FILL: name]]
E-commerce bookkeeper · [[FILL: credential, exactly as held]]. One named person builds your file and maps your channels, and every cutover tie-out is reviewed before the file is handed to you.
Built in your own account.
Your file lives in your own QuickBooks Online or Xero account. A2X and Link My Books both work with either, across Amazon, Shopify, eBay, Etsy, Walmart and TikTok Shop.
WORKS WITH
Product names belong to their owners.
Your tax preparer gets clean books, every year.
A file built for selling gives your tax preparer clean books from the first year it runs.
- Year-end P&L and balance sheet ✓
- 1099-K tied out to your sales ✓
- Inventory and COGS schedule ✓
Questions sellers ask before setting up their books.
Is inventory a current asset or an expense?
Why stock you haven't sold belongs on the balance sheet.
Read the answer → AnswerHow do I work out COGS for an online store?
The formula, worked through for a seller.
Read the answer → AnswerWhy doesn't my 1099-K match what I actually made?
Where the gap comes from, and how to tie it out.
Read the answer →Behind on your books? See catch-up bookkeeping →Get a free books review →
Sources
- A2X: integrations · fetched 2026-10-07
- Link My Books: home page · fetched 2026-10-07
- QuickBooks: set up and use class and location tracking · fetched 2026-10-07
- Xero: financial reports · fetched 2026-10-07
Software setup and migration questions
How much does QuickBooks or Xero setup cost?
Setup is a one-time $499, as shown on our pricing page. Your scope is confirmed in writing after your free books review.
Should I use QuickBooks Online or Xero?
Both work well for online sellers, and A2X and Link My Books connect to either. We help you choose on what matters to you: your tax preparer's preference, the apps you already use, and how you want to see profit by channel.
Do I need A2X or Link My Books?
Both turn marketplace payouts into entries that match the deposit in your bank, broken down into sales, refunds, fees and taxes. We set up whichever fits your channels and map it to your chart of accounts.
What happens to my history when I switch?
We carry over your opening balances at the cutover date and tie them to the old file to the cent. We bring across the current year plus the prior 12 months of transaction history, and your written quote confirms it before we start.
How long does setup take?
[[FILL: setup turnaround, from access to handover]]
What happens after setup?
Your file is ready for monthly bookkeeping from the first close. Most sellers move straight onto a monthly plan, from $249/month.
See where your books stand — free.
Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.
Get my free books review