Adding additional sales channels to Link My Books is quick and straightforward — just like when you connected your first one.
Step-by-Step Guide
1. From any screen, click your account name in the top right corner.
2. In the dropdown menu, click Add new account.
3. Follow the same 5-step setup process you used when connecting your first account.
✅ If the new sales channel uses a different Xero or QuickBooks organisation, you’ll need to click Add a new Xero account or Add a new QuickBooks account during the setup.
Important: Step 5 – Connecting to Xero or QuickBooks
When you reach Step 5, you’ll be asked to connect the new sales channel to a Xero or QuickBooks organisation.
Since this is an additional account, you’ll have two options:
1. Share an existing Xero/QuickBooks connection
Choose this if your new seller account uses the same Xero or QuickBooks organisation as your existing one.
👉 Simply select the organisation from the list;
2. Add a new Xero/QuickBooks connection
Choose this if the new seller account uses a different accounting organisation.
That’s it! Once connected, Link My Books will automatically start syncing settlements from the new sales channel based on your settings.
If you need help at any point, feel free to reach out via the chat icon in the bottom right corner of any page.