When Link My Books imports an Amazon settlement, we total up every transaction line item included in it (sales, refunds, fees, reserves and so on) and check that this matches the total Amazon reports for that settlement.

A settlement shows Needs review when the individual line items look correct on their own, but the total doesn't quite match Amazon's reported settlement total. The difference is usually small.

Amazon occasionally applies a charge, credit or adjustment at the settlement level that isn't broken out as a transaction line item we can import. Common causes include:

Before flagging a settlement this way, Link My Books re-checks it against Amazon's data to rule out an import error — "Needs review" means the difference is genuinely there on Amazon's side.

This has been seen most commonly on some Amazon.ca settlements so far.
​

Open the settlement from your Settlements dashboard and look for the Needs review flag. This shows you the exact difference between Amazon's reported total and the line items we imported.

If the difference is $50 or less (in your settlement currency), you can resolve it yourself — click Add adjustment. There's nothing to choose: Link My Books adds a single adjustment line for the difference, categorised as Adjustment, so the settlement balances. It then posts to Xero or QuickBooks as normal, using the account that category is mapped to.

If you need to run it again, the new adjustment replaces the previous one rather than adding a second line.

If the settlement has already been sent to Xero or QuickBooks, the adjustment option won't be shown — get in touch and we'll sort it out.

For bigger differences, the self-serve option won't be offered, as a larger gap usually means something Amazon should explain or correct. In that case, a human agent on the Link My Books team can investigate it with you.