In this article we will cover how to add a client account to Link My Books.
This article is for accountant users only. Individual users should add their own accounts using the process outlined in the Connect to your accounts help article.
Actions For The Accountant
Step 1 - Enter the client's company name.
Step 2 - Select the sales channels the client sells on.
Step 3 - Select who will be the account owner, the accountant or the client. (The account owner is responsible for billing and user management on the account).
Step 4 - Connect to the client's Xero or QuickBooks account.
Step 5 - Enter the client's information to add them as a user on the account and invite them to complete the sales channel connection(s).
Once all 5 steps are completed the client will receive an email asking them to connect to their sales channels. Once they do this the accountant will be notified by email.
Actions For The Client
Step 1 - The client will receive an email from us once you create their account asking them to click a button to create an account with Link My Books using login with Google or login with Xero. Once logged in they will see a page like this:
They will need to click connect on each sales channel they wish to connect as shown above.
Step 2 - They will then bee prompted to visit Amazon seller central and approve the connection and also copy and paste the "Seller ID" and "MWS Auth Token" which we need to connect to Amazon, as shown below:
Step 3 - They will then be prompted to sign in to their Amazon account.
Step 4 - Click next as our developer credentials will be pre-filled:
Step 5 - Tick the two checkboxes to accept the MWS agreement and click next:
Step 5 - Once the client reaches this screen ensure that they copy the Seller ID and MWS Auth Token ready to paste them into the Link My Books tab:
Step 6 - Paste the Seller ID and MWS Auth Token into the input fields on the Link My Books tab:
Once completed the client will see the screen below and can then move on to connect any other sales channels you requested for them:
You will receive an email notification letting you know the account is now connected and you can then continue the setup of account nominals and tax rates.