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[Setup] Step 2: Connect to your accounts

Connect your sales channels and accounting software

Daniel Little avatar
Written by Daniel Little
Updated over 2 weeks ago

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.

Contents

Video guide

Step by step guide with screenshots

Select which Sales Channel you'd like to connect first

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

Link My Books onboarding screen showing a welcome message to user 'Aquabella'. The user is prompted to connect their first sales channel by selecting from various platforms. Online Marketplaces include Amazon, eBay, Walmart, Etsy, TikTok Shop. Shopping Carts & POS Systems include Shopify, Square (Beta), and WooCommerce. A progress bar on the left highlights 'Sign Up' as completed and 'Select Seller Account' as the current step.

For Amazon accounts:

Step 1: Account Name & Amazon region

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

Link My Books interface showing the 'Connect your Amazon account' step. The user is prompted to select an Amazon region for their store, with options including Amazon Europe, North America, Australia, Japan, Singapore, UAE, Saudi Arabia, and India. On the left, a progress bar shows that 'Sign Up' and 'Select Seller Account' are complete, and 'Connect Sales Channel' is the current step.

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.com

  • amazon.ca

  • amazon.com.mx

Amazon Europe

  • amazon.co.uk

  • amazon.de

  • amazon.fr

  • amazon.es

  • amazon.it

  • amazon.nl

  • amazon.se

  • amazon.pl

Amazon Australia

  • amazon.com.au

Amazon Japan

  • amazon.co.jp

Amazon Singapore

  • amazon.com.sg

Amazon UAE

  • amazon.ae

Amazon Saudi Arabia

  • amazon.sa

Amazon India

  • amazon.in

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:

Amazon Seller Central authorisation screen for Link My Books. The page lists permissions requested, including access to Selling Partner Insights, Amazon Fulfilment, Pricing, Finance and Accounting, Product Listing, Inventory and Order Tracking, and Tax Invoicing. A checkbox at the bottom must be ticked to authorise access. The 'Confirm' button is highlighted in red, indicating the next step.

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:

A screenshot from the "Link My Books" application shows the "Connect Bookkeeping Account" step. On the left, a progress bar indicates that "Sign Up," "Select Seller Account," and "Connect Sales Channel" are complete, with "Connect Bookkeeping Account" as the current step. The main section displays two options to connect bookkeeping accounts: "Xero" and "Quickbooks." A green banner at the top right confirms, "You've successfully connected your Amazon account with Link My Books.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application.

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

For eBay:

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:

This screenshot from "Link My Books" shows the "Connect Sales Channel" step. On the left, a progress bar indicates "Sign Up" and "Select Seller Account" are complete, with "Connect Sales Channel" currently active and "Connect Bookkeeping Account" pending.  The main content area, on the right, is titled "Connect your eBay account" in orange text, with the subtitle "Let's connect your eBay account with Link My Books." Below this, there's an input field labeled "ACCOUNT NAME" with "Myfirststore" pre-filled. A blue button reads "CONNECT TO EBAY," and below it, a "CANCEL" link is visible. The interface is clean with a white background. At the bottom left, there's a "Having trouble? Message Us" link.

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.

This is a screenshot of an eBay page titled "Grant Application Access: Link My Books." The URL visible in the browser bar is `<a href="https://auth.ebay.com/oauth2/consents`" target="_blank" rel="nofollow noopener noreferrer">https://auth.ebay.com/oauth2/consents`</a>.  The page explains that to share eBay account info and let Link My Books act on the user's behalf, consent is needed. It assures the user that Link My Books will not be given their eBay password and that access can be revoked anytime via My eBay. Users are advised to read Link My Books' terms of service and privacy policy.  Below this explanation, there are two clickable options: a blue button labeled "I agree" and a text link that says "Go back to Link My Books". Another text link, "Go to home page," is also visible.  Further down, the "Link My Books" logo and text "Link My Books" are displayed, with a link to `<a href="https://linkmybooks.com`" target="_blank" rel="nofollow noopener noreferrer">https://linkmybooks.com`</a>.  At the very bottom, there's copyright information: "Copyright © 1996-2020 eBay Inc. All Rights Reserved." along with links to Accessibility, User Agreement, Privacy, Cookies, Do not sell my personal information, and AdChoice. A "Norton Secured" logo with a checkmark is visible in the bottom right corner.

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:

This image is a screenshot from the "Link My Books" application, showing the "Connect Bookkeeping Account" step. On the left side, a progress indicator shows that "Sign Up," "Select Seller Account," and "Connect Sales Channel" have been completed, marked with green checkmarks. The current step, "Connect Bookkeeping Account," is highlighted with a blue dot.  In the main content area on the right, the title "Connect Bookkeeping Account" is displayed in orange, with the subtitle "Let's connect your Xero or Quickbooks account with Link My Books." Below this, there are two large card-like buttons, one for "Xero" and one for "Quickbooks," both showing their respective logos.  At the top right of the screen, a green banner reads, "You've successfully connected your eBay account with Link My Books." At the bottom left, there's a link that says "Having trouble? Message Us." The overall design is clean and modern with a white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application.

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

For Shopify

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:

This "Link My Books" application screenshot details the "Connect Sales Channel" stage, specifically guiding the user to connect their Shopify account. The left-hand progress tracker indicates that the "Sign Up" and "Select Seller Account" steps are complete, with "Connect Sales Channel" currently active and "Connect Bookkeeping Account" pending. The central panel, headed "Connect your Shopify account," prompts the user to input their "ACCOUNT NAME" (pre-filled as "Sopify Store 1") and "STORE ADDRESS" (pre-filled as "<a href="https://www.google.com/search?q=myshop.myshopify.com" target="_blank" rel="nofollow noopener noreferrer">https://www.google.com/search?q=myshop.myshopify.com</a>"), with a "Forgot Store Address?" link provided. Users can then proceed by clicking the blue "CONNECT TO SHOPIFY" button or go back using the "PREVIOUS" link. A "Having trouble? Message Us" link is available at the bottom left for support.

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:

This screenshot captures the app installation consent page, likely within the Shopify platform, titled "You are about to install Link My Books." The top portion visually demonstrates the impending connection between a Shopify demo store and "Link My Books," also noting that "App support is provided by Link My Books." The core of the page enumerates the data permissions "Link My Books will be able to" access, including Shopify account data, customers, products, orders, Shopify Payments, and other unspecified data, each accompanied by a "View details" link. A privacy notice clarifies that customer personal information can be erased by removing the app, with a data erasure request sent after 48 hours, and a link to learn more about data privacy. The user is presented with a "Cancel" button and a prominent green "Install app" button, with a disclaimer stating that by proceeding, they agree to the Shopify Terms of Service.

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:

This is a screenshot from the "Link My Books" application, showing the "Connect Bookkeeping Account" step. On the left side, a progress indicator displays three completed steps marked with green checkmarks: "Sign Up," "Select Seller Account," and "Connect Sales Channel." The current step, "Connect Bookkeeping Account," is highlighted with a blue dot.  The main content area on the right features a prominent orange title, "Connect Bookkeeping Account," with a smaller subtitle beneath it that reads, "Let's connect your Xero or Quickbooks account with Link My Books." Below this, there are two large clickable cards, one for "Xero" and one for "Quickbooks," each displaying their respective company logos.  In the top right corner of the screen, a green banner provides a success notification: "You've successfully connected your Shopify account with Link My Books." At the bottom left, there's a "Having trouble? Message Us" link. The overall design is clean and uses a white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

For TikTok Shop

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:

This is a screenshot from the "Link My Books" application, showing the process of connecting a TikTok Shop account. On the left side, a progress bar indicates that "Sign Up" and "Select Seller Account" are complete (marked with green checkmarks), "Connect Sales Channel" is the current active step (marked with a blue dot), and "Connect Bookkeeping Account" is pending.  The main content area on the right is titled "Connect your TikTok Shop account" in orange text, with a subtitle "Let's connect your TikTok Shop account with Link My Books." Below this, there's an input field that appears to be pre-filled with "TikTok Shop store 1". Underneath that, there's a dropdown labeled "SELECT TIKTOK SHOP REGION" with "Select region" as the placeholder.  A grey button in the center says "CONNECT TO TIKTOK," and below it, a "PREVIOUS" link is visible. In the bottom left corner, there's a "Having trouble? Message Us" link, followed by a copyright notice "© 2023 FOLIO Tech Ltd | <a href="mailto:support@linkmybooks.com" target="_blank" rel="nofollow noopener noreferrer">support@linkmybooks.com</a>". Two small icons (a globe and a chat bubble) are visible in the bottom right corner. The overall design is clean with a white background.

Step 2: Approve the connection on TikTok Shop

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

This screenshot from the TikTok Shop Seller Center displays the "Authorise" page, specifically at the "01 Select account type" stage of a two-step authorization process. The user is instructed to select an account type to begin authorization, with a note advising that only the Owner Account has permission for this action. Options for "Asia seller" and "Europe seller" are presented; the "Europe seller" section is expanded, revealing "United Kingdom" and indicating that the user is registered as a TikTok Shop seller from the United Kingdom. A red arrow points to the collapse/expand icon for the "Europe seller" section, and a "Next" button, also highlighted by a red arrow, is available to proceed.

(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:

This screenshot displays an "Install" modal overlaying the TikTok Shop Seller Center interface, prompting the user to confirm the installation of an application, likely "Link My Books." Within the modal, the user can select the duration of the app's access, with options for 1 Year, 180 Days, 90 Days, 30 Days, or a custom duration, followed by input fields for a contact email and an optional phone number. A critical checked box, emphasized by a red arrow, confirms the user's agreement to share data with "Link My Books" for the chosen duration and acknowledges the ability to revoke access later. Finally, the modal presents "Cancel" and "Confirm to install" buttons, the latter highlighted, to proceed with the installation. The background reveals portions of the TikTok Shop Seller Center's navigation and content related to integrations with accounting software like Xero and QuickBooks.

This screenshot shows a modal window for "Install" an app, likely "Link My Books," on the TikTok Shop Seller Center. The modal presents options for the duration of access: "1 Year," "180 Days," "90 Days," "30 Days," or a "Custom authorisation duration." Below these options are fields for "Contact email" (pre-filled) and an optional "Contact phone number," which defaults to "UK +44."  A crucial checkbox, marked with a red arrow and checked, states: "By clicking "Confirm", I agree that the data, as described above, will immediately and automatically be shared with Link My Books for the duration selected. I acknowledge that I can stop sharing the data described above at any time by going to [TikTok Shop Seller Center -&gt; Services -&gt; My Services]." At the bottom of the modal, there are "Cancel" and a highlighted "Confirm to install" buttons. The background of the screenshot shows the TikTok Shop Seller Center interface with a navigation menu on the left and content related to app integrations.

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:

This image is a screenshot from the "Link My Books" application, displaying the "Connect Bookkeeping Account" stage. On the left side, a vertical progress indicator shows that the "Sign Up," "Select Seller Account," and "Connect Sales Channel" steps have been successfully completed, each marked with a green checkmark. The current step, "Connect Bookkeeping Account," is highlighted by a blue dot.  The main content area on the right features a large orange title, "Connect Bookkeeping Account," followed by a descriptive subtitle: "Let's connect your Xero or Quickbooks account with Link My Books." Below this text, two prominent, clickable cards are displayed, each representing an accounting software: one for "Xero" and another for "Quickbooks," both showing their respective logos.  At the very bottom left of the screen, there's a "Having trouble? Message Us" link. The overall design is clean, with a predominantly white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

For Etsy

Step 1: Enter a name for your account

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:

This image is a screenshot from the "Link My Books" application, showing the "Connect Sales Channel" step, specifically for an Etsy account.  On the left side, a progress tracker shows "Sign Up" and "Select Seller Account" as completed steps with green checkmarks. "Connect Sales Channel" is indicated as the current active step with a blue dot, and "Connect Bookkeeping Account" is pending.  The main content area on the right is titled "Connect your Etsy account" in orange text, with a subtitle "Let's connect your Etsy account with Link My Books." Below this, there's an input field labeled "ACCOUNT NAME" which is pre-filled with "Myfirststore." A blue button reads "CONNECT TO ETSY," and below it, a "CANCEL" link is visible.  At the bottom left, there's a "Having trouble? Message Us" link. The interface is clean with a white background.

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:

This image presents an Etsy consent screen, indicating that "Link My Books" is requesting permission to connect to the user's account. The page explicitly states that granting access will subject the user to Link My Books' privacy policy and enumerates the specific permissions being requested, including the ability to connect to the account, read email addresses, and view various data such as checkout/payment, billing statement, billing/shipping addresses, and all listings. The user is informed that this access can be revoked at any time via their Etsy "Your Account" settings and is reminded that standard Etsy fees still apply when using Etsy Apps. Two clear options are provided at the bottom: a "Grant access" button and a "Refuse access" button.

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:

This screenshot from the "Link My Books" application shows the "Connect Bookkeeping Account" step. On the left side, a progress indicator displays three completed steps marked with green checkmarks: "Sign Up," "Select Seller Account," and "Connect Sales Channel." The current step, "Connect Bookkeeping Account," is highlighted with a blue dot.  The main content area on the right features a large orange title, "Connect Bookkeeping Account," followed by a descriptive subtitle: "Let's connect your Xero or Quickbooks account with Link My Books." Below this text, two prominent, clickable cards are displayed, one for "Xero" and another for "Quickbooks," both showing their respective logos.  In the top right corner of the screen, a green banner provides a success notification: "You've successfully connected your Etsy account with Link My Books." At the very bottom left of the screen, there's a "Having trouble? Message Us" link. The overall design is clean, with a predominantly white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

For Walmart

Step 1: Enter a name for your account

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

Step 2: Generate a Client ID and Client Secret

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):

This is a cropped screenshot of the top navigation bar of what appears to be the "Walmart Developer Portal." The text "Walmart Developer Portal" is prominently displayed on the left. To the right, there are navigation links: "Docs," "Tools," "What's New," "Help," and "My Account." The "My Account" link is highlighted with a red rectangular outline. Further to the right, "US" is visible next to a American flag icon. The background is a dark, possibly navy blue.

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

This screenshot displays a section of the Walmart Developer Portal, specifically the "API Keys" management page. The top left corner shows "Walmart Developer Portal," and the top right has " &lt; Back to docs" and "My Name" next to an American flag icon.  The main content area is divided into "PRODUCTION KEYS" and "SANDBOX KEYS" tabs, with "PRODUCTION KEYS" currently selected. Below the tabs, the text "Solution Provider keys. Learn more about delegated access" is visible.  A prominent blue button says "+ Add New Key For A Solution Provider," and a red arrow points to this button. Next to it, there's a "View All Permissions" link.  Further down, under the heading "4PSite," a "Client ID" (4d7dea5a-0f4a-4889-a7ba) and a hidden "Client Secret" (represented by asterisks) are displayed, each with a "Copy" button. On the right side, there are three icons with labels: "Reset," "Permissions," and "Delete."

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

This image is a screenshot from the Walmart Developer Portal, showing a modal window titled "New Delegated Access Key" overlaying the "API Keys" management page.  The background shows existing API keys for "4PSite" and "CommerceHub," each with a "Client ID" and a "Copy" button. Above these, part of a blue button "+ Add New Key For A Solution Provider" is visible.  The modal window in the foreground prompts the user to "Add a new delegated access key." It contains a dropdown menu labeled "Select Solution Provider" with a red arrow pointing directly to it. At the bottom of the modal, there are two buttons: "CANCEL" (greyed out or disabled) and "NEXT" (also greyed out or disabled).

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

A screenshot from the Walmart Developer Portal shows a modal window titled "New Delegated Access Key." Within the modal, there's a dropdown menu labeled "Select Solution Provider" which is open, displaying a list of options. Visible options include "Link My Books," "Trade Gecko," "Seller Active," and "Sellercloud." "Link My Books" is highlighted as if selected. Below the dropdown, there's a "NEXT" button, which is enabled. The background of the screenshot shows the "API Keys" management page with existing keys for "4PSite" and "CommerceHub."

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:

This set of images details the process of connecting a Walmart account to "Link My Books," specifically focusing on the "Key Permission" settings within the Walmart Developer Portal and the subsequent connection screen in "Link My Books."  The first image displays a "Key Permission" modal, likely from Walmart, with various permission categories like "Feeds," "Item Management," "Order Management," and "Settings, Rules &amp; Admin." Under each category, sub-permissions like "Get Feeds," "Content," "Items," "Inventory," "Price," "Lag Time," "Orders," "Returns," "Shipping," "Rules," and "Reports" are listed, all currently set to "noAccess." A large red arrow points to the "Reports" field with the text "Change to View Only," indicating a required permission adjustment.  The second image is a screenshot from the "Link My Books" application, showing the "Connect Sales Channel" step. On the left, a progress tracker indicates "Sign Up" and "Select Seller Account" are complete (green checkmarks), with "Connect Sales Channel" as the current active step (blue dot), and "Connect Bookkeeping Account" pending. The main content area on the right is titled "Connect your Walmart account" in orange text. Below this, there's an "ACCOUNT NAME" field pre-filled with "Walmart Store 1." Instructions "How to generate a Client ID and Client Secret?" are provided, followed by fields for "CLIENT ID" (pre-filled with `a1bc2345-6ab7-8910-a1b1-12abcd1ab314`) and "CLIENT SECRET" (pre-filled with a long, obscured string of characters). A "CONNECT TO WALMART" button is displayed, with a "PREVIOUS" link below it. A "Having trouble? Message Us" link is present at the bottom left.

Step 3: Connect your bookkeeping platform

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

This image is a screenshot from the "Link My Books" application, displaying the "Connect Bookkeeping Account" stage. On the left side, a vertical progress indicator shows that the "Sign Up," "Select Seller Account," and "Connect Sales Channel" steps have been successfully completed, each marked with a green checkmark. The current step, "Connect Bookkeeping Account," is highlighted by a blue dot.  The main content area on the right features a large orange title, "Connect Bookkeeping Account," followed by a descriptive subtitle: "Let's connect your Xero or Quickbooks account with Link My Books." Below this text, two prominent, clickable cards are displayed, each representing an accounting software: one for "Xero" and another for "Quickbooks," both showing their respective logos.  At the very bottom left of the screen, there's a "Having trouble? Message Us" link. The overall design is clean, with a predominantly white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

For WooCommerce

Step 1: Generate API Keys for WooCommerce

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:

This is a screenshot of an "Advanced" settings page within what appears to be an e-commerce platform's administration interface, specifically showing the "REST API" section.  At the top, several tabs are visible: "General," "Products," "Tax," "Shipping," "Payments," "Accounts &amp; Privacy," "Emails," and "Advanced" (which is currently selected).  Below the tabs, there's a "Page setup" link, followed by "REST API" (selected), "Webhooks," and "Legacy API" links. A prominent "REST API" heading is present, next to which is an "Add key" button. A blue arrow points to this "Add key" button.  Further down, there's a "Search key" field on the right. Below that, a table structure is visible for listing API keys, with columns for "Description," "Consumer key ending in," "User," "Permissions," and "Last access." One entry, "TestKey," is visible, showing a truncated consumer key, obscured user information, "Read/Write" permissions, and "Unknown" for last access. "Bulk Actions" and "Apply" buttons are also present above and below the key list.

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.

This screenshot displays a "Key details" configuration page, presumably from an e-commerce or platform's administration panel, dedicated to generating new API keys. The interface, accessible via the "REST API" tab, presents three fields for specifying the key's attributes: a "Description" field for a custom label, a "User" dropdown to associate the key with a specific user, and a "Permissions" dropdown, currently set to "Read," to define the key's access level. A blue "Generate API key" button is provided at the bottom to create the key based on the entered details.

Step 2: Enter the Consumer Key and Consumer Secret in Link My Books

Now that keys have been generated you should have a 'Consumer Key', 'Consumer Secret', a QRCode and a 'Revoke Key' button.

This screenshot from an API management interface, under the "REST API" tab, displays the "Key details" page, showcasing a newly generated API key. It provides the "Consumer key" and "Consumer secret," both with a "Copy" button for easy retrieval, along with a QR code that presumably contains this key information. At the bottom, a "Revoke key" option is available in red text for managing access.

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

This screenshot from the "Link My Books" application shows the "Connect Sales Channel" step, specifically for a WooCommerce account. On the left, a progress bar indicates "Sign Up" and "Select Seller Account" are complete with green checkmarks, while "Connect Sales Channel" is the current active step and "Connect Bookkeeping Account" is pending. The main content area, titled "Connect your WooCommerce account," explains that access is granted via API and instructs the user to follow a guide to generate a Consumer Key and Consumer Secret, then paste them into the provided fields. These fields, highlighted with a red outline, include "WooCommerce Store URL" (pre-filled with "https://"), "Consumer Key" (pre-filled with a sample key), and "Consumer Secret" (pre-filled with a sample secret). A "CONNECT TO WOOCOMMERCE" button is present, and at the bottom left, a "Having trouble? Message Us" link is visible, along with copyright information.

Step 3: Connect your bookkeeping platform

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

This image is a screenshot from the "Link My Books" application, displaying the "Connect Bookkeeping Account" stage. On the left side, a vertical progress indicator shows that the "Sign Up," "Select Seller Account," and "Connect Sales Channel" steps have been successfully completed, each marked with a green checkmark. The current step, "Connect Bookkeeping Account," is highlighted by a blue dot.  The main content area on the right features a large orange title, "Connect Bookkeeping Account," followed by a descriptive subtitle: "Let's connect your Xero or Quickbooks account with Link My Books." Below this text, two prominent, clickable cards are displayed, each representing an accounting software: one for "Xero" and another for "Quickbooks," both showing their respective logos.  At the very bottom left of the screen, there's a "Having trouble? Message Us" link. The overall design is clean, with a predominantly white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

For Square Shop

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:

This screenshot from the "Link My Books" application shows the "Connect Sales Channel" step, specifically for a Square Shop account. On the left, a progress tracker indicates that "Sign Up" and "Select Seller Account" are complete (green checkmarks), "Connect Sales Channel" is the current active step (blue dot), and "Connect Bookkeeping Account" is pending. The main content area on the right, titled "Connect your Square Shop account," prompts the user to input an "ACCOUNT NAME," which is pre-filled with "Square account 1." A "CONNECT TO SQUARE" button is centrally located, with a "PREVIOUS" link beneath it. At the bottom left, a "Having trouble? Message Us" link is present, along with copyright information and contact details for Link My Books.

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.

This screenshot displays a Square account access request page, indicating that "Link My Books wants access to your Square Account." On the left side, a gear icon is prominently displayed above this statement, with "Link My Books" written underneath. The right side of the screen lists the permissions that "Link My Books" will be granted if access is allowed: "View your payouts data," "View your payments history," "View your Square orders," "View your merchant profile information," and "View your customer information." Each permission has a small information icon next to it. At the bottom right, there's a blue "Allow" button, and to its left, a "Deny" button. The top left corner shows the Square logo.

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:

This image is a screenshot from the "Link My Books" application, displaying the "Connect Bookkeeping Account" stage. On the left side, a vertical progress indicator shows that the "Sign Up," "Select Seller Account," and "Connect Sales Channel" steps have been successfully completed, each marked with a green checkmark. The current step, "Connect Bookkeeping Account," is highlighted by a blue dot.  The main content area on the right features a large orange title, "Connect Bookkeeping Account," followed by a descriptive subtitle: "Let's connect your Xero or Quickbooks account with Link My Books." Below this text, two prominent, clickable cards are displayed, each representing an accounting software: one for "Xero" and another for "Quickbooks," both showing their respective logos.  At the very bottom left of the screen, there's a "Having trouble? Message Us" link. The overall design is clean, with a predominantly white background.

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

This is a screenshot from a web application, likely "Link My Books," requesting access to Xero data. A modal window is displayed with the Xero logo at the top. The title of the modal states, "Link My Books would like access to your Xero data." Below the title, there's a dropdown field labeled "Organisation," which currently shows "Your Company Name." The main call to action is a blue button labeled "Allow access," and below that, a text link says "Cancel and go back."  At the bottom of the screen, outside the modal, there's a disclaimer stating, "By allowing access, you agree to the transfer of your data between Xero and this application in accordance with Xero's terms of use and this application's terms of use and privacy policy. You can disconnect this application at any time by going to Add-ons in your Xero Settings." Red outlines are present around the "Organisation" dropdown and the "Allow access" button, highlighting them.

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

This screenshot displays an Intuit QuickBooks interface, titled "Let's get you set up to use Link My Books." The page prompts the user to "Search for one of your companies below to use with the app." There's a search bar labeled "Search for a company" with a dropdown arrow, and a prominent red arrow pointing towards this search bar. At the bottom, there are two buttons: "No, thanks" on the left and a green "Next" button on the right.

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

This image is a screenshot of the "Link My Books" application, displaying a "Success!" message. The Link My Books logo is at the top center. Below the logo, in large orange text, is "Success!".  The accompanying text states: "Your account has been successfully connected. Depending on the size of your account importing could take from 10 minutes to a couple of hours. Next you will complete our guided account and taxes configuration wizard." Below this text is a blue button that says "TAKE ME THERE". The background is plain white, indicative of a successful completion screen in a web application

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

Notes for users with multiple sales channel to connect

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.

This image captures a vertical dropdown or sidebar menu within an e-commerce management application, featuring a search bar at the top and prominently displaying an "Amazon Europe" account with its associated logo. The main body of the menu lists numerous linked accounts, a mix of "test" and live accounts, clearly identified by platform logos for Amazon (JP, US, AU, EU), eBay, and Shopify, along with an option to "Add New Account." A scrollbar on the right suggests more entries. At the bottom, "Billing" and "Logout" options are available, complemented by a globe icon and a notification bell showing "21" alerts at the very top.

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].

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