Average time to complete setup: 15 minutes
Estimated difficulty rating: Easy
There are essentially 4 steps you'll need to follow to get your new Link My Books account set up and running.
Step 1: Create an account with Link My Books
My guess is you've already done this but just in case you haven't then we'll cover all of that in this step.
Step 2: Connect to your first sales channel and bookkeeping account
We'll guide you through a few simple screens to get your sales channels and bookkeeping accounts connected to Link My Books.
Step 3: Choose your accounts and tax rates
Our proprietary guided tax wizard will help you get your account set up in minutes.
Step 4: Review and send your first settlement to your bookkeeping account
Yep - that's it! Once your settlements begin importing you can simply review them and send them to your bookkeeping platform.