If a settlement is showing no option to send, or appears stuck or failing to post, this article walks you through the troubleshooting steps in the order we recommend checking them.
🔎 Quick checklist
1. Check your Xero or QuickBooks connection is active (most common cause)
2. Check your Account & Tax Mappings for any missing entries
3. Check the marketplace has a bank account selected (for QuickBooks users)
4. Check whether a specific sales channel has its own disconnected accounting link (less common)
5. If the settlement spans multiple months and still will not post, contact support
🚨 Seeing the error "You are not permitted to access this resource"?
If clicking Send returns the message "You are not permitted to access this resource. Contact support for further assistance.", this sometimes appears if you don't have the necessary permissions on Xero to import invoices.
Or, if you do have permissions to add invoices in Xero then it can be to do with the connection for Xero.
Firstly try the following steps -
Go into Xero settings and click on linked Apps
Remove Link My Books
Log into Link My Books, go to Settings > Account settings and then click reconnect Xero under the actions dropdown
Please contact the Link My Books support team if this does not resolve the issue.
💡 Shopify users: if the embedded Link My Books app won't open inside Shopify Admin, you don't need it to manage your settlements. Log in directly at app.linkmybooks.com using the same Google, Xero, or QuickBooks login you originally signed up with, and your dashboard, settlements, and settings will all be available there.
Step 1: Check Your Accounting Connection
The most common reason a settlement cannot be sent, or appears stuck in a sending state showing "Sending this settlement to Xero/QuickBooks, please wait" for an extended period, is a disconnected or timed-out connection between Link My Books and your accounting platform.
This can happen when:
Your Xero or QuickBooks authorisation token has expired (these need to be refreshed periodically)
You changed your Xero/QuickBooks password or enabled two-factor authentication
A temporary network or API timeout occurred during the send
Your Xero/QuickBooks subscription lapsed or was paused
How to fix this:
Go to Settings > Account Settings in Link My Books
Check the connection status of your Xero or QuickBooks integration
If it shows as disconnected, click "Reconnect Xero" (or "Reconnect QuickBooks") from the actions dropdown
You may need to re-approve the connection in your accounting platform
Once reconnected, clear your browser cache and try sending the settlement again
⚠️ Still stuck after reconnecting? If the settlement continues to show as "sending" after you've reconnected, or if you saw the "You are not permitted to access this resource" error above, please contact our support team. In some cases, the settlement may need to be reset on our end before it can be sent again, or a channel-level reconnect may need to be issued (see Step 4 below).
Step 2: Check Your Account & Tax Mappings
If your accounting connection is healthy, the next thing to check is whether the account mappings are complete. We typically see this when account configuration was not completed during setup, or where an account that was previously included in your Link My Books setup has since been removed from your chart of accounts in your bookkeeping platform directly.
Detecting the missing information
To confirm the account mappings, head over to the Account & Tax Mappings page from your Link My Books dashboard. Any missing information will be shown as below:
This can happen for various reasons including not being set up fully at registration, or the account being removed from your Chart of Accounts.
If this is a new issue and you've previously been able to send settlements, you can refer to an earlier settlement to check where these have been posting to previously.
Locating historic account mapping information
From your dashboard, click the 'Action' menu and select 'View'.
This will then give you a full breakdown of where each category has been posted:
Once the account has been re-added to the Account & Tax Mappings page, the settlement will refresh and it will then appear as 'Ready'.
Important: we advise you don't change any tax rates on the Account & Taxes Mapping page. If you need to change tax rates then use the Accounts & Taxes Wizard instead.
Step 3: Check the Marketplace Bank Account is Selected (QuickBooks users)
Another potential reason for not being able to send a settlement is if a bank account hasn't been selected for a specific marketplace.
Head to Accounts & Taxes > QuickBooks Bank Accounts (or Xero Bank Accounts) and check for any missing data:
Step 4: Channel-level accounting connection disconnected
Less commonly, a settlement can fail to post even though Steps 1 to 3 all look correct: the main Xero or QuickBooks connection in Settings > Account Settings shows as healthy, your Account & Tax mappings are complete, and the marketplace has a bank account selected. In this scenario, the issue is usually a channel-level link to your accounting software that has dropped for that specific sales channel only.
How to recognise this scenario:
Some sales channels are sending settlements to Xero or QuickBooks fine, while one specific channel is not
Settlements for the affected channel show as Ready to Send or Ready to Post but never move to Posted, even after refreshing
Clicking Send to QuickBooks/Xero on the settlement appears to do nothing, or the in-progress indicator disappears without an error
No error message is shown, and nothing on the Account Settings or Mappings pages looks wrong
💡 This is not something you can fix from inside Link My Books. A channel-level reconnect needs to be issued by our support team — please contact us via the blue chat icon at the bottom right of the page or by emailing [email protected] and let us know:
The sales channel name as it appears in Link My Books
An example settlement date that won't post
Step 5: Multi-Month Settlements That Still Won't Post
⚠️ Settlement spanning multiple months still won't send after checking everything above?
Occasionally, an Amazon settlement that spans multiple billing periods (for example, an EU marketplace settlement covering the end of one month and the beginning of the next) can get stuck even when all account mappings are correctly set up. This is usually caused by a VAT rate configuration issue for that specific settlement period.
This requires our support team to rerun the VAT reports for that settlement on the back end, it is not something that can be fixed from within the app.
If you have verified your mappings are complete and the settlement still won't post, please contact support and let us know:
The settlement date range
The marketplace affected (especially for EU marketplaces like Amazon.de, Amazon.fr, Amazon.ie)
For further guidance on Settlements, see the Navigating the Settlement Dashboard article.
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].