Average time to complete: 1-3 minutes
βEstimated 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:
Then create your account with your Google, Xero or Intuit (QuickBooks) account:
π 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:
π We ask how you found us to help us focus our marketing efforts in the right places.
After that, weβll 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?
Where is your business based?
Which sales channels do you sell on?
Which accounting software do you use?
What is your estimated monthly order count?
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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