You may find yourself needing to remove a sales channel from your Link My Books account – perhaps you've stopped selling on that platform, or you need to re-connect it under a different configuration.
For data integrity and security reasons, users do not have a direct option within Link My Books to delete a sales channel themselves. To ensure accuracy and proper data handling, sales channel deletion requests must be processed by our support team.
Why Direct Deletion Isn't Available to Users
The integration between Link My Books and your sales channels involves complex data synchronisation and historical record-keeping. To prevent accidental data loss or disruption to your accounting records, deleting a sales channel requires careful processing. This is why our support team handles these requests, ensuring all necessary steps are completed correctly.
Before You Request Deletion: Essential Steps
Before contacting our support team to request a sales channel deletion, it's crucial to complete these preparatory steps. This ensures all your data is accounted for and accessible.
1. Process All Pending Settlements: Make sure you have sent all outstanding or pending settlements for the sales channel you wish to delete to your accounting software (Xero or QuickBooks). Any settlements not sent before deletion will no longer be accessible via Link My Books.
2. Extract Historical Audit Data: It is highly recommended that you download and extract all relevant audit data reports (e.g., settlement summaries, detailed transaction reports) for the sales channel. This ensures you retain a complete historical record for your financial archives, even after the channel is removed from Link My Books.
How to Request Sales Channel Deletion
Once you have completed the essential preparatory steps, you can submit your deletion request to our support team:
Contact Method: You can reach our support team via:
The Chat function (look for the blue chat icon on the bottom right of your Link My Books dashboard).
Email: Send your request to [email protected].
Account Holder Authorisation: For security purposes, the request to delete a sales channel must be authorised by the Link My Books account holder (the email address associated with the account's ownership). Please ensure your request comes from this email address.
Information to Include: To help us process your request quickly, please include the following details in your message:
The exact name of the sales channel you wish to delete (e.g., "Amazon UK," "Shopify Store A").
A brief reason for the deletion (e.g., "no longer selling," "connecting a new account," "simplifying dashboard").
What Happens After Your Request
Once we receive your authorised request and confirm that you've completed the preparatory steps, our team will process the deletion of the sales channel from your Link My Books account. We will notify you once the process is complete.
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].