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How to Connect Your Sales Channel and Accounting Software

Connect your sales channels and accounting software

Written by Daniel Little

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.

⚠️ Important: complete the setup wizard in one go

The setup wizard (sales channel connection, bookkeeping software connection, and Accounts & Taxes configuration) needs to be completed end to end in a single session. If you abandon the wizard partway through, your account can enter an inconsistent state where the Settlements page loads normally but Account Settings returns a 500 "Oops We've Lost You" error, locking you out of further configuration.

If this happens, do not keep retrying. Contact our support team via the blue chat icon at the bottom right of any page, or email [email protected], and ask us to clear your account so you can start the wizard afresh.

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 bookkeeping account step.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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:

eBay connection screen in Link My Books.

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.

eBay grant access page.

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:

Bookkeeping account step for eBay.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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:

Shopify connection screen.

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:

Shopify install app consent page.

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:

Bookkeeping account step for Shopify.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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 TikTok Shop store name or simply "TikTok UK" for example. Then click "Connect to TikTok" as shown below:

TikTok Shop connection screen.

Step 2: Approve the connection on TikTok Shop

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

TikTok Shop account type selection.

(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:

TikTok app install modal.

TikTok app install confirmation.

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:

Bookkeeping connection step.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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:

Etsy connection screen.

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:

Etsy consent screen.

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:

Bookkeeping account step for Etsy.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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):

Walmart developer portal navigation.

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

Walmart API keys management page.

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

Walmart new delegated access key modal.

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

Walmart key permission page.

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:

Walmart connect screen.

Step 3: Connect your bookkeeping platform

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

Bookkeeping connection step.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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:

WooCommerce REST API settings.

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.

WooCommerce key details screen.

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.

WooCommerce REST API key generation screen.

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

WooCommerce connection step in Link My Books.

Step 3: Connect your bookkeeping platform

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

Bookkeeping connection step.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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:

Square Shop connection screen.

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.

Square account access page.

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:

Bookkeeping connection step.

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

Xero authorisation screen.

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

QuickBooks authorisation screen.

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

Successfully connected 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.

Add new account dropdown menu.

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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