[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

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)

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

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:

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:

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

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:

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:

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:

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.

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:

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:

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.

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:

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 -> Services -> 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:

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.

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:

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:

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.

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):

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 " < 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:

Step 3: Connect your bookkeeping platform

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.

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 & 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:

Step 3: Connect your bookkeeping platform

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.

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:

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.

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.

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].

[Setup] Step 3: Choose your preferred account and tax rates

How to connect your sales channels when invited by an accountant

How to Connect Amazon & Xero to Link My Books

How to connect Amazon & QuickBooks to Link My Books

How to Disconnect a Sales Channel from Your Link My Books Account