Average time to complete: 2-3 minutes
Estimated difficulty rating: Easy
This help document contains full instructions for connecting sales channels such as Amazon, eBay, Shopify or Etsy and bookkeeping platforms such as Xero and QuickBooks to your Link My Books account.
Contents
Step by step guide with screenshots
Video guide
Step by step guide with screenshots
Select which Sales Channel you'd like to connect first
(You can connect multiple sales channels, just one at a time)
For Amazon accounts:
Step 1: Name account & select Amazon region
Give your new sales channel account a name and select the Amazon region you want to connect to:
We support most 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
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:
For Xero, the connection approval will look something like this on Xero's end:
For QuickBooks, the connection approval will look something like this on QuickBooks end:
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 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 on Xero's end:
For QuickBooks, the connection approval will look something like this on QuickBooks end:
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:
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 on Xero's end:
For QuickBooks, the connection approval will look something like this on QuickBooks end:
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:
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 on Xero's end:
For QuickBooks, the connection approval will look something like this on QuickBooks end:
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].