Disburse - Setup

Setup Instructions

Setting up Disburse is quick and easy. Follow the steps below to get started:

1. Find and Install the Google Sheets Add-on:

   • Open your Google Sheets document.

   • Click on the "Add-ons" menu option in the top navigation bar.

   • Select "Get add-ons" from the dropdown menu.

   • In the Add-ons Marketplace window, search for "Disburse for Amazon" and click on the "Install" button next to the DisburseTrack add-on.

   • Follow the prompts to grant permissions and install the add-on.

2. Access the Custom Menu:

   • Once the Disburse add-on is installed, you will see a new "Disburse" option in the Add-ons menu.

   • Click on the "Disburse" option to open the add-on.

3. Generate Disbursement Summary:

   • Within the DisburseTrack add-on, navigate to the "Custom menu" option.

   • Click on the "Create Disbursement Summary" button.

4. Review Generated Summary:

   • The add-on will automatically generate a summary of your Amazon Disbursement report based on categories such as sales, subscriptions, storage costs, shipments, commissions, and reserves.

5. Export Summary to PDF:

   • Once the summary is generated, you can export it to a PDF format directly from Google Sheets.

   • Click on the "File" menu option, then select "Download" > "PDF Document (.pdf)".

6. Import Summary into Accounting Software:

   • Import the exported PDF summary into your preferred accounting software, such as Xero, for further analysis and reconciliation.

That's it! You have successfully set up Disburse and generated a comprehensive summary of your Amazon Disbursement report.

If you have any questions or need further assistance, please don't hesitate to contact us at support@b1bee.com.