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Step by Step Guide to Setting Up Link My Books
Step by Step Guide to Setting Up Link My Books

A quick overview for getting your new Link My Books account up and running

Daniel Little avatar
Written by Daniel Little
Updated over a week ago

Average time to complete setup: 15 minutes
Estimated difficulty rating: Easy

There are essentially 4 steps you'll need to follow to get your new Link My Books account set up and running.

My guess is you've already done this but just in case you haven't then we'll cover all of that in this step.

Step 2: Connect to your first sales channel and bookkeeping account

We'll guide you through a few simple screens to get your sales channels and bookkeeping accounts connected to Link My Books.

Step 3: Choose your accounts and tax rates

Our proprietary guided tax wizard will help you get your account set up in minutes.

Step 4: Review and send your first settlement to your bookkeeping account

Yep - that's it! Once your settlements begin importing you can simply review them and send them to your bookkeeping platform.

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