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[Setup] Step 1: Create an account with Link My Books

How to sign up for a Link My Books account using Sign in with Xero, Intuit or Google

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

Average time to complete: 1-3 minutes
​Estimated difficulty rating: Easy

Signing up to Link My Books is super simple because you can sign up with Xero, Intuit or Google.

There's no need to provide your name, email address or any information for that matter. Plus there is no new username and password to remember either!

All you need to do is select the Start 14-day Free Trail or Free Trail button on the Link My Books homepage:

Link My Books homepage banner showing the headline 'Accurate Ecommerce Accounting on Autopilot' with bullet points highlighting automation, accurate bookkeeping, and tax support. Includes call-to-action buttons for a 14-day free trial and a circular graphic with the Link My Books logo surrounded by Xero and eBay logos.

Then create your account with your Google, Xero or Intuit (QuickBooks) account:

Link My Books sign-up page with options to create an account by signing in with Xero, Intuit, or Google. Left side features the login options, while the right side shows an illustration of a man at a laptop with paper airplanes and a chat bubble, representing ease of setup and support.

👉 At this point you are not connecting your Xero or QuickBooks account, just using their platform to log in to Link My Books.

Once signed in you will see this page:

A web page from "LINK MY BOOKS" with the title "How did you find us?". Below the title, the text reads "We are curious to know which of our marketing channels work best". There are six white rectangular buttons, each with a social media or search engine logo and name: Facebook, LinkedIn, YouTube, Google, Instagram, and a generic "Other" button. Below these buttons, there is a blue "SKIP" link.

👉 We ask how you found us to help us focus our marketing efforts in the right places.

After that, we’ll ask a few quick questions to customise your setup and ensure you will have access to the right pages, such as:

What type of user is this account for?

his image displays a "LINK MY BOOKS" onboarding screen. On the left, a grey box contains the question "1. What best describes you?" with a subtitle "We'll use this to personalise your Link My Books experience." Below are two radio button options: "A Ecommerce business" and "B Accountant or bookkeeper with ecommerce clients". The "Ecommerce business" option is currently selected. At the bottom of the box is a large blue "OK" button. Above this box, a progress bar shows three steps: "Create your account" (selected), "Connect your sales channels", and "Guided setup wizard". On the right side of the screen, a cartoon illustration depicts a bearded man in a blue shirt sitting at a desk with a laptop, gesturing with one hand. Above his head, an orange speech bubble icon is visible, and paper airplane graphics fly around him and a pen holder with scissors and pencils on the desk.

Where is your business based?

This image shows a "LINK MY BOOKS" onboarding screen. On the left, a grey box asks "2 - Where is your business based?" with the instruction "Choose a location". Four grey rectangular buttons are listed: "A the United Kingdom", "B the United States", "C Australia", and "D Other". None of the options appear selected. Below these buttons, there's a blue "OK" button and a left-pointing arrow button for navigation. At the top of the left panel, a progress indicator shows "Create your account" as the active step, followed by "Connect your sales channels" and "Guided setup wizard". On the right side, a cartoon illustration depicts a man with a beard sitting at a desk with a laptop, gesturing, with an orange speech bubble icon and paper airplane graphics around him.

Which sales channels do you sell on?

This image displays a "LINK MY BOOKS" onboarding screen. On the left, a grey box asks "3 - Which sales channels do you sell on?" with the instruction "Select all that apply" and "Choose as many as you like". Below this are nine grey rectangular buttons, each representing a sales channel: "A Amazon", "B eBay", "C Etsy", "D Shopify", "E Square", "F TikTok Shop", "G Walmart", "H WooCommerce", and "I Other". None of the options appear selected. At the bottom of the box are a blue "OK" button and a left-pointing arrow button for navigation. At the top of the left panel, a progress indicator shows "Create your account" as the active step, followed by "Connect your sales channels" and "Guided setup wizard". On the right side, a cartoon illustration depicts a bearded man sitting at a desk with a laptop, gesturing, with an orange speech bubble icon and paper airplane graphics around him.

Which accounting software do you use?

This image shows a "LINK MY BOOKS" onboarding screen. On the left, a grey box asks "4 - Which accounting software do you use?" Three grey rectangular buttons are displayed: "A Xero", "B QuickBooks", and "C Other". "Xero" is currently selected, indicated by a black background and a white checkmark icon on the right side of the button. At the bottom of the box are a blue "OK" button and a left-pointing arrow button for navigation. At the top of the left panel, a progress indicator shows "Create your account" as the active step, followed by "Connect your sales channels" and "Guided setup wizard". On the right side, a cartoon illustration depicts a bearded man sitting at a desk with a laptop, gesturing, with an orange speech bubble icon and paper airplane graphics around him.

What is your estimated monthly order count?

This image displays a "LINK MY BOOKS" onboarding screen. On the left, a grey box asks "5 - What is your estimated monthly order count?" with a subtitle "Across all your channels". Five grey rectangular buttons offer options for order counts: "A Under 1,000", "B 1,000-5,000", "C 5,000-10,000", "D 10,000-25,000", and "E 25,000+". The "Under 1,000" option is currently selected, indicated by a black background and a white checkmark icon. At the bottom of the box are a blue "OK" button and a left-pointing arrow button for navigation. At the top of the left panel, a progress indicator shows "Create your account" as the active step, followed by "Connect your sales channels" and "Guided setup wizard". On the right side, a cartoon illustration depicts a bearded man sitting at a desk with a laptop, gesturing, with an orange speech bubble icon and paper airplane graphics around him.

After that, your next step is to start connecting up your sales channels and bookkeeping platform. We'll cover that in the [Setup] Step 2: Connect to your accounts help article.

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].
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