Account Management
By Donna and 3 others4 authors13 articles
- How to connect additional sales channelsAdding additional sales channels
- How to add additional users to your accountAdding a new user to your account and the different user roles
- Email notifications: which address they go to and how to manage themChoose what account events will trigger an email notification
- How can I switch my Link My Books account from one accountant to another?Migrating your account from one accountant to another
- Set Up and Use Two-Factor AuthenticationTwo-Factor Authentication (2FA) adds an extra layer of security to your Link My Books account.
- Transferring Ownership of a Link My Books AccountHow 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)
- Sharing your accounts with a Team using a Magic LinkHow team owners can create a Magic Link to invite clients to share accounts with a team, and how clients use the link to join and share their accounts.
- A sales channel has disappeared from my accountIf a whole sales channel has vanished from your account, it's almost always a login or access issue — check you're logged in with the right email, and whether your…
- How to add a client accountFor accountants only
- How to remove a client accountA guide to removing a client from your subscription
- How to download your client listA guide to obtaining an itemised client list
- Introducing the Accountant Portal — manage every client from one placeA tour of the new Accountant Portal: the Practice dashboard, per-client Overview, Channels, Reports, Billing and Settings tabs, and how to get started.
- Practice defaults: set up new clients in one clickSet your firm's chart of accounts and account mappings once, then set up each new client's account codes in a few clicks. Beta.