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Dext Commerce Help Center

guide
faq
tutorial
guide
Connect Your Accounting Program
If you plan to export your sales or expenses to an accounting file such as QuickBooks or Xero, you will need to first connect the file within Greenback.
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Manage or Remove Accounting Programs
How to view, manage or remove a connected accounting file on Greenback.
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Configure Your Accounting Export Preferences
From Customer/Contact records to SKU matching, your export preferences control how data is exported from Greenback to your accounting file.
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Connect Accounts
Learn how to connect your accounts from a growing list of retailers, marketplaces, e-commerce platforms, point of sale systems and payment providers.
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Manage Your Connected Accounts
How to rename and manage connected accounts on Greenback.
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Sync Accounts
Info regarding the frequency of data syncs between the upstream provider and Greenback. Instructions on how to manually sync data on-demand.
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Disconnect Accounts on Greenback
How to disable automatic data sync, disconnect an account or completely delete an account on Greenback.
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Historical Data With Catch Me Ups
The Catch Me Up service from Greenback acquires historical data from a connected account.
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Filter Your Transactions
Powerful filters let you refine your transactions using a number of parameters including date, transaction type, export status and more.
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Reports
The snapshot report lookd at all transactions within the current context and provide a sum of sales, refunds, expenses and reimbursement.
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Anatomy of a Transaction
From payment method to VAT invoices, this guide will give you a quick overview of each element within a transaction.
Get Started with Greenback
Help Center Topics
Prepare & Connect Your Accounting file
Connect Your Sales & Expense Accounts
Working With Your Transaction Data
Emailed Receipts with Greenback Mailbox
Export Data to Your Accounting File
Build Automation Through Mappings
Addressing Sync Issues & Errors
Multi-User Collaboration with Teams
Greenback for Accounting Professionals
faq
When exporting expense transactions, how are the account drop-down menus populated?
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What payment providers are supported with eBay?
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How does Greenback map sales taxes?
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Introduction to export account mappings
Export mappings are a way for Greenback to associate your transactions to the appropriate accounts in your accounting system.
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The anatomy of an expense export
A quick guide to how Greenback associates your expense transactions to an accounting file
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Overview of Accounting Terminology
Use this article as a quick reference to terms used by QuickBooks and Xero
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The anatomy of a sales export
A quick guide to how Greenback associates your sales transactions to an accounting file
faq
Why are my Amazon Seller transactions "Open"?
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Introduction to Greenback for Pros
Designed specifically for accountants and bookkeepers that need to manage multiple clients on Greenback.
faq
Will Greenback create invoices for my sales transactions?
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Does Greenback support Amazon Fulfillment by Merchant (FBM) and Amazon Seller Fulfilled Prime (SFP)?
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Will Greenback sync third party shipping charges?
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Does Greenback support Amazon Handmade?
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Does Greenback sync Amazon Fresh receipts?
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Does Greenback work with the QuickBooks Online Desktop App for Windows or Mac?
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Does Greenback support Bundles in QuickBooks?
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Will Greenback automatically create products & service items/records in my accounting file?
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Which editions of QuickBooks does Greenback support?
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Does Greenback support QuickBooks Inventory Assemblies and Bill of Materials (BOMs)?
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Does Greenback support billable expenses (bill to customer)?
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How do I resolve the 400 error message “A business validation error has occurred while processing your request.”?
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Will Greenback fetch my Squarespace TEST mode transactions?
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How do I use my actual customer names when exporting transactions to my accounting file?
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Does Greenback support Etsy Payments for Etsy Sellers who sell in multiple countries?
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When exporting sales transactions, how are the account drop-down menus populated?
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How do I resolve an “Element contains invalid characters” error message?
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Why are Etsy reports inadequate for accounting purposes?
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Does Greenback support Google Shopping Actions?
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Can I export IIF files from Greenback?
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Can Greenback manage multiple currency balances in PayPal or Stripe?
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How many team members can I add to a team?
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Why can’t I add a Collaborator?
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Are sales receipts and invoices created by Greenback in my accounting file numbered sequentially?
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How do I address Etsy sales from the UK and EU that are missing VAT Taxes?
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How do I account for VAT taxes collected on my eBay sales?
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E-Commerce Sellers - Prepare Your Accounting File
Global e-commerce is complex. This article will provide an overview of the 3 key tasks necessary to best configure your accounting file for e-commerce transactions.
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E-Commerce Sellers - Create Clearing Accounts
A detailed guide on creating and managing clearing accounts for e-commerce companies.
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How far back can Greenback acquire historical data?
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How often will data sync to Greenback?
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Access Your Greenback Account
Need help accessing your Greenback account? This guide can help.
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Accounting for VAT inclusive transactions
Need to separate out VAT from VAT inclusive transactions? This guide can help.
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Understanding taxes for e-commerce sellers
The go-to guide for sellers that need guidance on how to account for sales tax, value added tax (VAT) and marketplace facilitator taxes.
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Guide to Marketplace facilitator taxes
Marketplace Facilitator shifts the sales tax collection and remittance obligations from you to the marketplace.
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Can Greenback help me "back out" and remove previously exported transactions to my accounting file?
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Sales Tax for e-commerce sellers
Detailed guide for e-commerce sellers on how to account for sales tax across jurisdictions
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Value Added Tax for e-commerce sellers
Detailed guide for e-commerce sellers on how to account for VAT
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Accrual vs. Cash Based Accounting on Greenback
How does Greenback address transactions for cash vs. accrual based organizations?
faq
Can I sync my open Stripe invoices from Greenback to accounting?
tutorial
Best accounting practices for eBay Managed Payments + QuickBooks
Transitioning to eBay's Managed Payments? Learn how to sync your eBay Managing Payments data with QuickBooks Online.
Walmart Seller
Sync your sales and sales-related fees from Walmart Marketplace in the United States.
tutorial
Best accounting practices for eBay Managed Payments + Xero
Transitioning to eBay's Managed Payments? Learn how to sync your eBay Managing Payments data with Xero.
tutorial
Automate Your eBay Sales with Managed Payments
eBay Managing payments is the new way to sell and get paid on eBay.
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Can Greenback help with Australian GST taxes for my e-commerce sales?
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Download Your Transaction Data
Download your transaction data to CSV, perfect for working with your data in Excel or Google Sheets.
tutorial
Best Accounting Practices Squarespace + QuickBooks Online
Greenback is the defacto solution for automating your Squarespace accounting. The following article will help you get started with automated accounting of Squarespace data to QBO.
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Export and Publish
step by step guide to export your sales to an accounting program
How Greenback is Streamlining the Digital Paper Trail With Mailbox Connect
APIs to fetch emailed receipts from your mailboxes automatically, or alternatively submit RFC822 emails directly to the API
What do businesses really want from their banks?
Business customers are crying out for more frequent and more transparent transactional financial data.
How Fintech APIs are Transforming Banking
Fintech APIs are playing a key role in open banking initiatives.
What High definition Data Means for Financial Services
Today there is more and richer financial data available than ever before, but the challenge has become how to properly secure it, and use it to enhance the customer experience, inspire customer loyalty and as a result increase market share.
faq
Mark Transactions as Reconciled in Xero
Here is how to mark transactions exported by Greenback as reconciled in Xero.
tutorial
Make Tax Digital for eBay Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Big Cartel Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for WooCommerce Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Stripe Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for SquareSpace Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Shopify Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Walmart Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Wix Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Square Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Amazon Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for Etsy Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital for PayPal Sellers
Learn how Her Majesty’s Revenue and Customs guidance on the upcoming VAT Threshold changes known as "Making Tax Digital" affects your e-commerce business.
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Make Tax Digital Post Brexit
Find out what changes Brexit will bring to those selling in the UK.
Greenback Announces Decimal as First “Greenback for Pros” Master Partner
Greenback Announces Decimal as First “Greenback for Pros” Master Partner - bringing together advisory firms and their customers on Greenback’s accounting automation platform.
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Create a Greenback Account
What Makes Greenback Different
It's not just about moving data from point A to point B. Global commerce is complex.
Getting started for e-commerce sellers & accountants
This Getting Started series will take you through a brief introduction to using Greenback. From creating your account, connecting your sales integrations and accounting file, to reviewing and exporting your transactions to an accounting file.
Help Center Series
guide
How to configure Quickbooks Online for Gift Cards
Do you sell gift cards? Learn how to easily track gift card sales and redemptions in QuickBooks
faq
Why are some of my most recent Amazon Seller transactions missing?
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Retirement of the free plan
Starting September 6, 2021 there are a number of changes being implemented to Greenback Free accounts
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Introduction to Automatic Exports
Automatic Exports are yet another Greenback feature designed to increase automation for accountants and bookkeepers.
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Lesson 1 Teams and Inviting Clients
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Lesson 2 Connecting Your Accounting Program
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Lesson 3 Connecting Your Accounts
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Lesson 4 Working with Your Data
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Lesson 5 Exporting and Reconciliation
Greenback is becoming Dext Commerce
Greenback has been acquired and is now Dext Commerce!
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Adding SKUs to Stripe Products
Having Greenback fetch SKU data from Stripe products would be so convenient. Well, here's how to make it happen.
faq
Where is my reimbursement in QuickBooks?
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How is my transaction volume calculated?
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Updating Your Payment Information
Conveniently update your preferred billing card in app through the settings menu.
Connect Walmart Seller Mexico
Sync your sales and sales-related fees from Walmart Marketplace in Mexico.
Connect Faire
Sync your sales and sales-related fees from the Faire marketplace.
Connect OnBuy
Sync your sales from the OnBuy marketplace.
Connect Not On The High Street
Sync your sales from the Not On The High Street marketplace.
Connect Amazon Pay
Sync your payments and payment-related fees from Amazon Pay.
Connect Amazon Seller (Brazil)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Brazil.
Connect Amazon Seller (Egypt)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Egypt.
Connect Amazon Seller (India)
Sync your sales and sales-related fees from the Amazon Seller marketplace in India.
Connect Amazon Seller (Saudi Arabia)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Saudi Arabia.
Connect Amazon Seller (Turkey)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Turkey.
Connect Amazon Seller (UAE)
Sync your sales and sales-related fees from the Amazon Seller marketplace in United Arab Emirates.
Connect Amazon Seller (Singapore)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Singapore.
Connect Amazon Seller (Japan)
Sync your sales and sales-related fees from the Amazon Seller marketplace in Japan.
faq
How do I Unarchive Amazon Statements?
Gather your archived Amazon statements from your Amazon account.
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Introduction to Rollups
Rollups are yet another Greenback feature designed to increase automation for accountants and bookkeepers.
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Technical Guide: Not On The High Street
Connect, understand, and optimize your Not On The High Street integration with Greenback.
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How to Configure Xero for Gift Cards
Do you sell gift cards? Learn how to easily track gift card sales and redemptions in Xero
Connect Afterpay
Sync your payments and payment-related fees from the Afterpay platform globally.
Connect Afterpay (Oceania)
Sync your payments and payment-related fees from the Afterpay platform in Australia and New Zealand.
Connect Clearpay
Sync your payments and payment-related fees from the Clearpay platform in the United Kingdom.
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Technical Guide: Walmart Marketplace
Connect, understand, and optimize your Walmart Marketplace integration with Greenback.
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Understanding the Types of Greenback Integrations
Learn more about the types of integrations that Greenback has to offer.
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Technical Guide: OnBuy
Connect, understand, and optimize your OnBuy integration with Greenback.
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Managing Your Client Licenses
Learn more about allocating and removing licenses from the billing menu.
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Technical Guide: Amazon Seller Central
Connect, understand, and optimize your Amazon Seller Central integration with Greenback.
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Technical Guide: Faire
Connect, understand, and optimize your Faire integration with Greenback.
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Technical Guide: Afterpay
Connect, understand, and optimize your Afterpay integration with Greenback.
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Technical Guide: Clearpay
Connect, understand, and optimize your Clearpay integration with Greenback.
faq
How are exchange rates calculated?
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Technical Guide: Shopify
Connect, understand, and optimize your Shopify integration with Greenback.
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Technical Guide: Big Cartel
Connect, understand, and optimize your Big Cartel integration with Greenback.
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Technical Guide: Stripe
Connect, understand, and optimize your Stripe integration with Greenback.
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Technical Guide: WooCommerce
Connect, understand, and optimize your WooCommerce integration with Greenback.
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Technical Guide: Amazon Business
Connect, understand, and optimize your Amazon Business integration with Greenback.
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Technical Guide: Xero
Connect, understand, and optimize your Xero integration with Greenback.
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Introduction to Itemized Taxes
Itemized Taxes are yet another Greenback feature designed to increase automation for accountants and bookkeepers.
Connect Xero
Export and publish transactions to Xero.
Connect QBO
Export and publish transactions to QuickBooks Online.
Xero/Shopify Integration vs. Greenback
Here are the reasons why Xero users should choose Greenback to automate Shopify transactions and ditch Xero's native Shopify integration.
Connect Amazon Business US
Sync your expenses and purchases from your Amazon Business (business.amazon.com) (United States) account.
Connect Amazon Business CA
Sync your expenses and purchases from your Amazon Business (business.amazon.ca) (Canada) account.
Connect Amazon Business FR
Sync your expenses and purchases from your Amazon Business (business.amazon.fr) (France) account.
Connect Amazon Business GB
Sync your expenses and purchases from your Amazon Business (business.amazon.co.uk) (United Kingdom) account.
faq
How does Greenback handle transactions across multiple currencies?
Understand how Greenback helps you manage different currencies resulting from international sales.
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Convert your Amazon personal to a business account
Convert your Amazon personal to an Amazon business account
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Technical Guide: BigCommerce
Connect, understand, and optimize your BigCommerce integration with Greenback.
Connect BigCommerce (Manual)
Sync your sales from your BigCommerce shop
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Technical Guide: Prestashop
Connect,understand, and optimize your Prestashop Integration with Greenback.
faq
How do I book a one on one onboarding session in Partner Dashboard
Connect Prestashop
Sync your sales from your Prestashop

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