General
Answers to questions that don't fall into any other category
By Daniel and 6 others7 authors30 articles
Accounting Software Integration (Xero & QuickBooks)
Help articles related to Accounting Software Integrations (Xero & QuickBooks)
- Do I need a Xero or QuickBooks account to set up Link My Books?How is it possible, after setup, to use Link My Books without a Xero or QuickBooks account?
- Does Link My Books work with Xero Cashbook or Xero Ledger?We discuss why Cashbook can't work with LinkMyBooks.
- How do I change from QuickBooks to Xero or Vice Versa?This article explains how to change your accounting software.
- How to Change the Invoice Status or Due Date for Settlements Sent to XeroHow to change the due date or status we apply to invoices sent to Xero
Settlement & Reconciliation Issues
Help articles related to Settlement & Reconciliation Issues
- Accessing Historical DataWhat to do when you need a greater history of data imported into Link My Books
- Can I Send Foreign Currency Settlements Without a Multi-Currency Plan?
- Why Are My Settlements Showing the Wrong Tax Rates?How to change tax rates, refresh and then re-send a settlement
- How to Manually Void a Settlement in QuickBooksA step-by-step guide to deleting or voiding settlement entries directly in QuickBooks when the Link My Books rollback feature has failed
- How to Manually Void a Settlement in XeroA step-by-step guide to deleting or voiding settlement entries directly in Xero when the Link My Books rollback feature has failed
- How to Identify Duplicate Settlements in Xero or QuickBooks
- Why Data Might Differ: Link My Books vs. Accounting/Sales Channel ReportsTroubleshooting common reasons for discrepancies between Link My Books data and other financial reports.
- Download Settlement and Cost of Goods Sold (COGS) Data to CSVLearn how to download your Link My Books settlement and COGS summaries in bulk to a CSV file.
- Rollback Feature: How It WorksUndo and remove settlement entries in Xero or QuickBooks as if they were never sent.
- How to reconcile journals in QuickBooks with incoming deposits from the sales channelWhat to do once you send your settlements to QuickBooks to match them with the incoming bank deposits via your bank feed
Sales Channel & Subscription Management
Help articles related to Sales Channel & Subscription Management
- How to migrate from A2X to Link My BooksStep by step guide to copying your settings and mappings from A2X to Link My Books
- How to Rename a Shopify Store in Link My BooksHow to change the display name of your Shopify sales channel from your Account Settings page
- Can I have multiple sales channels connected to Link My Books?Connecting multiple Amazon, eBay, Shopify, Etsy, Walmart, TikTok Shop, Square and WooCommerce accounts to Link My Books
- Can I change the email address I use with Link My Books?How to change the email address you use for your Link My Books account
- How to Disconnect a Sales Channel from Your Link My Books AccountSteps to revoke Link My Books' access directly from your sales channel's platform
- How to Delete a Sales Channel from Your Link My Books AccountUnderstanding the process for removing an unwanted sales channel integration
Tax & Compliance
Help articles related to Tax & Compliance
- EU VAT OSS (One Stop Shop) Rules & How Link My Books Handles ThemHow Link My Books handles EU VAT for sellers using OSS, and how it works alongside third-party EU VAT providers.
- Can I use Link My Books if I use the VAT flat rate scheme?This article shows how you can use Link My Books when you are on a Flat Rate Scheme for VAT.
Product Cost Management & SKU Handling
Help articles related to Product Cost Management & SKU Handling
- Hide Inactive SKUsHow to manage and hide products you no longer need in your Link My Books SKU list
- Allow Bulk Upload of New SKUsEnable this setting to upload a comprehensive list of all SKUs to Link My Books, including those not yet detected from your sales channels.
- Enter Product Costs MonthlyUnderstanding and using the monthly product costs feature in Link My Books.
- Setting Different COGS Accounts by Product GroupHow to assign specific Cost of Goods Sold (COGS) accounts to individual product groups.
- Assign Xero Tracking Options to Product GroupsHow to apply Xero tracking category options to product groups for enhanced reporting
- Missing COGS mapping error on Link My Books