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How to Create a Demo Account

Try our Demo Link My Books account to explore how it works before connecting your own sales channel and bookkeeping software.

Written by Bella Johnson
Updated this week

On the Sign Up page select Create a demo account:

A screenshot of a Link My Books onboarding wizard showing the sales channel connection step.

Then choose a region for your demo account:

A screenshot of the create a demo account step showing region selection.

Once a region is chosen (The United kingdom was selected for this demo) a demo account will a generated:

A screenshot showing the demo account creation progress.

Once configuration is complete, select Continue:

A screenshot showing all demo account creation steps completed.

Next, you'll be taken to the Accounts & Taxes Setup Wizard page, where you'll be prompted to confirm your business details. If you're based in the UK, you'll need to specify whether your business is VAT registered or not:

A screenshot of the Accounts Taxes Setup Wizard showing business details confirmation.

You'll then choose between using the Default Chart of Accounts or a Custom Chart of Accounts:

A screenshot showing the chart of accounts selection step.

Next (if you're in the UK), you'll select the appropriate VAT grouping for your demo account:

A screenshot showing the VAT grouping selection step.

Once you're happy with all the tax rates, click Confirm to continue:

A screenshot showing the tax rates confirmation step.

Saving the account may take up to 90 seconds:

A screenshot showing the saving progress indicator.

And that's it β€” your demo account setup is complete!

A screenshot of the settlements page showing a completed demo account setup.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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