Average time to complete: 1-3 minutes
Estimated difficulty rating: Easy
When you start a free trial with us, we’ll ask a few quick questions to customise your setup and ensure you will have access to the right pages, such as if you're an accountant or a business owner, where you business is located and the size of the business.
With those questions completed you'll be able to create a Link My Books login using your Xero, Intuit QuickBooks or Google account.
There is no new username and password to remember! This approach prioritises user security by leveraging trusted authentication protocols from Google, Xero, and Intuit QuickBooks, eliminating the risks associated with maintaining separate credentials.
Once you've created your Link My Books user account, 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].