Link My Books

How to connect additional sales channels

Adding a new user to your account and the different user roles

How to add additional users to your account

Choose what account events will trigger an email notification

How to manage your email notifications

Migrating your account from one accountant to another

How can I switch my Link My Books account from one accountant to another?

Two-Factor Authentication (2FA) adds an extra layer of security to your Link My Books account.

Set Up and Use Two-Factor Authentication

How to transfer the ownership of your Link My Books account to another person (for example, to an accountant, a new business partner, or a different email address)

Transferring Ownership of a Link My Books Account

Daniel Little

Ruth Buan

Kaylie Worbey

Account Management

How to add a client account

A guide to removing a client from your subscription

How to remove a client account

A guide to obtaining an itemised client list

How to download your client list

For Accountants Only

Find answers and get help from Intercom Support and Community Experts

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