[Setup] Step 2: Connect to your accounts

Average time to complete: 2-3 minutes
​Estimated difficulty rating: Easy

This help document contains the full instructions for connecting sales channels such as; Amazon, eBay, Shopify, Etsy, Walmart, TikTok Shop, Square, WooCommerce as well as bookkeeping platforms, such as Xero and QuickBooks, to your Link My Books account.

Video guide

Step by step guide with screenshots

For Amazon click here

For eBay click here

For Shopify click here

For TikTok Shop click here

For Etsy click here

For Walmart click here

For WooCommerce click here

For Square Shop click here

Select which Sales Channel you'd like to connect first

(You can connect multiple sales channels, one at a time)

For Amazon click here

For eBay click here

For Shopify click here

For TikTok Shop click here

For Etsy click here

For Walmart click here

For WooCommerce click here

Step 1: Account Name & Amazon region

Give your new sales channel an Account Name and select the Amazon region you want to connect:

We now support all Amazon regions. Each region consists of multiple Amazon marketplaces. When you connect your Link My Books account to an Amazon region you connect it to all of the marketplaces in that region at once. The marketplaces for each region are listed below:

Amazon North America

Amazon Europe

Amazon Australia

Amazon Japan

Amazon Singapore

Amazon UAE

Amazon Saudi Arabia

Amazon India

Step 2: Approve connection on Amazon

Once you click "Connect to Amazon" on Link My Books you will be redirected to Amazon to authorise the connection:

Step 3: Connect your bookkeeping platform

Once you authorise the connection you will be returned to Link My Books and see this screen, here you will select the bookkeeping platform you wish to connect to:
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For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
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Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

Step 1: Enter a name for your account

You may want to call it the same as your eBay store name or simply "eBay UK" for example. Then click "connect to eBay" as shown below:

Step 2: Approve the connection on eBay

You will be taken to eBay where you may need to sign in if you are not already signed in. Then click "I agree" to accept the connection to Link My Books.

Step 3: Connect your bookkeeping platform

Once you authorise the connection to eBay, you will be returned to this Link My Books screen, here you will select which bookkeeping platform you wish to connect:
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For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
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Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

Step 1: Enter a name for your account

You may want to call it the same as your Shopify store name or simply "Shopify UK" for example. Then click "Connect to Shopify" as shown below:

Step 2: Approve the connection on Shopify

You will be taken to Shopify where you may need to sign in if you are not already signed in. Then click "Install app" to accept the connection to Link My Books:

Step 3: Connect your bookkeeping platform

Once you authorise the connection you will be returned to Link My Books and see this screen, here you will select the bookkeeping platform you wish to connect to:
​

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
​

Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

Step 1: Enter a name for your account

You may want to call it the same as your Etsy store name or simply "TikTok UK" for example. Then click "Connect to Etsy" as shown below:

Step 2: Approve the connection on TikTok Shop

You will be taken to TikTok, please select the account type:

(We currently only integrate with TikTok UK and TikTok US)

Step 3: Approve the connection on TikTok

Ensure we have continued access rights and confirm authorisation to install the app:

Step 4: Connect your bookkeeping platform

Once you authorise the connection you will be returned to Link My Books and see this screen, here you will select the bookkeeping platform you wish to connect:

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
​

Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

You may want to call it the same as your Etsy store name or simply "Etsy UK" for example. Then click "Connect to Etsy" as shown below:

Step 2: Approve the connection on Etsy

You will be taken to Etsy where you may need to sign in if you are not already signed in. Then click "Grant access" to accept the connection to Link My Books:

Step 3: Connect your bookkeeping platform

Once you authorise the connection you will be returned to Link My Books and see this screen, here you will select the bookkeeping platform you wish to connect:

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
​

Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

You may want to call it the same as your Walmart store name or simply "Walmart Store 1" for example.

To connect your Walmart account to Link My Books you'll need to grant us access using the Walmart Developer Portal.

Navigate to developer.walmart.com and click My Account, then select Marketplace (US & Mexico):

Select '+ Add New Key For A Solution Provider':

Select 'Link My Books' from the 'Select Solution Provider' dropdown menu, then click 'Next':

On the Link My books Key Permission page, in the Settings Rules & Admin section, select 'View Only' for Reports click 'Submit':

A success message will appear showing Added Link My Books

Copy the provided Client ID and Client Secret and paste them into your Link My Books account.

Then click "Connect to Walmart" as shown below:

Select the bookkeeping platform you wish to connect to Link My Books:

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
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Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

The WooCommerce REST API works on a key system to control access. These keys are linked to WordPress users on your website.

Navigate to WooCommerce > Settings > Advanced > REST API.

​Note: Keys/Apps was found at WooCommerce > Settings > API > Key/Apps prior to WooCommerce 3.4:

Select 'Add Key' to view the Key Details screen.

Here you can add a description and select the user from the dropdown (this can be your own user account on Wordpress). Then select 'Read' access in the permissions for this API key.

Select 'Generate API Key' and WooCommerce creates API keys for that user.
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Now that keys have been generated you should have a 'Consumer Key', 'Consumer Secret', a QRCode and a 'Revoke Key' button.

Navigate back to Link My Books and enter the WooCommerce Store URL as well as the Consumer Key and Consumer Secret:

Select the bookkeeping platform you wish to connect to Link My Books:

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
​

Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

Step 1: Enter a name for your account

You may want to call it the same as your Square Shop store name or simply "Square Account 1 " for example. Then click "Connect to Square" as shown below:

Step 2: Approve the connection on Square

You will be taken to Square where you may need to sign in if you are not already signed in. Then click "Allow" to accept the connection to Link My Books.

Step 3: Connect your bookkeeping platform

Once you authorise the connection to Square, you will be returned to this Link My Books screen, here you will select which bookkeeping platform you wish to connect:
​

For Xero, the connection approval will look something like this:

For QuickBooks, the connection approval will look something like this:
​

Once your bookkeeping platform is connected you will see this screen:

Your next step will be to complete the setup wizard, which is covered in this help article.

The process for connecting your first sales channel account and any others after that is exactly the same. The only difference is how you start the process.

To add an additional account simply click the dropdown menu at the top right of your current Link My Books account and select Add new account as shown below.
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For more details on how to connect additional sales channels see the How to connect additional sales channels help document.

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].