Hello Friends,
I have a few questions for those who are Amazon Sellers and use Acumatica, of course. I would like to know if someone has experienced what I am going through currently and if you wouldn’t mind sharing with me how you handle it?
A few notes about us so you have a better understanding, we get hundreds of orders everyday, we do not have Amazon payments connected to Acumatica so we manually process payments for every order in bulk. I also believe the person who was before me did things incorrectly and she trained me and so I feel like I am making our books not have accurate information because of that.
First question, I was wondering if you could tell me how you make sure that all the orders that Amazon says you have are in Acumatica? Currently I download an All Orders report for the time frame I want, and then I have a report in Acumatica that pulls all the sales order for the same time frame (I might do a few days overlap in case of delayed transactions). I then do a Vlookup to see if what Amazon has is in Acumatica, if there are missing orders I usually import them. I feel that this might not be correct exactly.
Second, do you use a clearing account for Amazon payments? As of right now I create a payment for each day of orders. For example today is the 04/16/2026 so in a few days I will create a payment dated 04/16/2026 and add all the orders dated for that day. This payment goes to a clearing account and then when our settlement comes in I will pull payments to total the amount of sales, therefore clearing this account out.
Third, if you do use a clearing account for Amazon payments how do you handle settlements and if you don’t use a clearing account how do you handle settlements? I ask this question because right now my clearing account has tons of payments sitting in there but all my settlements have been done and satisfied which means I shouldn’t have a balance in this account or if I do have a balance it should be very small. With that said I do not know where to put these funds to clean this account up.
Last question, how do you handle sales tax coming over in Amazon orders? I will spare you the details on this one.
I know this is a long drawn out question and if someone would be so kind to try to help me out that would be great. I am open to connecting with someone on Zoom to provide verbal details and maybe share some visuals so it could help explain my situation better and maybe get some ideas that way. But I truly appreciate your time. Thank you!