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How to connect additional sales channels

Adding additional sales channels

Daniel Little avatar
Written by Daniel Little
Updated this week

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.

A screenshot of the "Settlements" page in the "LINK MY BOOKS" application.  At the top, the navigation bar includes "LINK MY BOOKS" logo and menu items like "Settlements," "Analytics," "Accounts & Taxes," "Inventory," and "Settings." On the right side, there's a section highlighted by a red rectangle that reads "LMB Shop (Demo UK)" with a small lmbshop logo, and a hamburger menu icon.  The main content area is titled "Settlements" and features a search icon and two toggle switches: "SHOW HIDDEN ONLY" and "SHOW UNSENT ONLY," both currently off.  A text instruction reads: "For bulk selection, hold / CTRL. key and select settlements." A download icon is also visible on the right side of this instruction.  Below, two settlement entries are displayed, each in a separate card:  First entry:  Marketplace: "lmbshop" with a logo.  Amount: "£ 525.49"  Date: "July 19 - July 25, 2025"  Status: "Ready to send" (indicated by a blue dot).  Action button: "ACTION" with a dropdown arrow.  Second entry:  Marketplace: "lmbshop" with a logo.  Amount: "£ 405.10"  Date: "July 12 - July 18, 2025"  Status: "Ready to send" (indicated by a blue dot).  Action button: "ACTION" with a dropdown arrow.


2. In the dropdown menu, click Add new account.

A screenshot of the "Settlements" page in the "LINK MY BOOKS" application.  At the top right, a dropdown menu is open below the "LMB Shop (Demo UK)" account name. This menu contains:  A search bar.  "Add New Account" button with a plus icon, highlighted by a red rectangle.  A list of existing accounts: "LMB Shop (Demo AU)", "LMB Shop (Demo UK)", and "LMB Shop (Demo US)", each with a small lmbshop logo.  The rest of the screen shows the "Settlements" interface, with the title "Settlements," search and toggle options, and two visible settlement entries for "lmbshop," each with an "Amount," "Date," and "Status" of "Ready to send."


3. Follow the same 5-step setup process you used when connecting your first account.

A screenshot of the "Connect another Sales Channel" page in the "LINK MY BOOKS" application.  On the left sidebar, a multi-step progress indicator shows the current stage:  "Sign Up" (completed with a green checkmark)  "Select Seller Account" (currently active with a blue radio button)  "Connect Sales Channel" (inactive)  "Connect Bookkeeping Account" (inactive) Below these steps, there's a "Having trouble? Message Us" link.  The main content area is titled "Connect another Sales Channel" with the subheading "Let's connect one of your other sales channels with Link My Books".  Under "Online Marketplaces", there are five clickable cards representing different e-commerce platforms:  amazon  ebay  Walmart  Etsy  TikTok Shop  At the bottom of the page, "Shopping Carts & POS Systems" is visible as another category, but no specific platforms are shown for it.  In the top right corner, a "Logout" link is present. At the bottom right, there are two floating icons: a gift box and a notification icon with a red circle containing the number "2".

✅ 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;

A screenshot of the "Connect Bookkeeping Account" page within a financial integration application.  The page title is "Connect Bookkeeping Account," with a subheading "You already have bookkeeping account(s) connected."  A dropdown menu, highlighted by a red rectangular border, is open. It's labeled "Connected QuickBooks / Xero Accounts" and displays "Select existing account...". Within the dropdown, there's a search bar and an entry for "LLC" with a Xero logo next to it, indicating a connected Xero account.  Below this dropdown, two larger cards represent options for connecting accounting software:  A card with the "xero" logo.  A card with the "INTUIT quickbooks" logo.  At the very bottom of the page, a "CANCEL" text link is visible.

2. Add a new Xero/QuickBooks connection

Choose this if the new seller account uses a different accounting organisation.

A screenshot of the "Connect Bookkeeping Account" page within a financial integration application.  The page title is "Connect Bookkeeping Account," with a subheading "You already have bookkeeping account(s) connected."  A dropdown menu is present, labeled "Connected QuickBooks / Xero Accounts" and displays "Select existing account...". Within the dropdown, there's a search bar and an entry for "LLC" with a Xero logo next to it, indicating a connected Xero account.  Below this dropdown, two larger cards are visible, enclosed within a red rectangular border, representing options for connecting accounting software:  A card with the "xero" logo.  A card with the "INTUIT quickbooks" logo.  At the very bottom of the page, a "CANCEL" text link is visible.

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.

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