If your accountant has invited you to become a client account holder on Link My Books this means they need you to complete the sales channel connection approvals so that they can automate your bookkeeping using Link My Books.
This guide will help you complete the sales channel connections.
Amazon Accounts
Step 1
You will receive an email from Link My Books once your accountant creates your client account. In the email, you will see a button to "Complete Setup Now".
You will then be prompted to create an account with Link My Books. Once logged in you will see a page like this:
Step 2 - You will then be prompted to visit Amazon seller central and approve the connection, the page on Amazon will look like this:
Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:
IMPORTANT - You will need to log out of your Amazon account between connecting different regions.
Your accountant will receive an email notification letting them know the account is now connected and they can then continue the setup of account nominals and tax rates.
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].
eBay Accounts
Step 1
You will receive an email from Link My Books once your accountant creates your client account. In the email, you will see a button to "Complete Setup Now".
You will then be prompted to create an account with Link My Books. Once logged in you will see a page like this:
Step 2 - You will then be prompted to visit eBay and approve the connection, the page on eBay will look like this:
Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:
Your accountant will receive an email notification letting them know the account is now connected and they can then continue the setup of account nominals and tax rates.
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].
Shopify Accounts
Step 1
You will receive an email from Link My Books once your accountant creates your client account. In the email, you will see a button to "Complete Setup Now".
You will then be prompted to create an account with Link My Books. Once logged in you will see a page like this:
Once you click Connect you will be prompted to enter your myshopify.com store address:
Step 2 - You will then be prompted to visit Shopify and approve the connection, the page on Shopify will look like this:
Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:
Your accountant will receive an email notification letting them know the account is now connected and they can then continue the setup of account nominals and tax rates.
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].
Etsy Accounts
Step 1
You will receive an email from Link My Books once your accountant creates your client account. In the email, you will see a button to "Complete Setup Now".
You will then be prompted to create an account with Link My Books. Once logged in you will see a page like this:
Step 2 - You will then be prompted to visit Etsy and approve the connection, the page on Etsy will look like this:
Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:
Your accountant will receive an email notification letting them know the account is now connected and they can then continue the setup of account nominals and tax rates.
Walmart Accounts
Click on the Connect button in Link My Books and you will be redirected to Walmart to authorise the connection:
TikTok Shop Accounts
Step 1: Select the account type
Step 2: Ensure we have continued access rights
Step 3: Confirming authorisation to install the app
WooCommerce Accounts
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.
Go to: WooCommerce > Settings > Advanced > REST API.
Note: Keys/Apps was found at WooCommerce > Settings > API > Key/Apps prior to WooCommerce 3.4.
Select Add Key. You are taken to the Key Details screen.
Add a Description.
Select the User you would like to generate a key for in the dropdown. (This can be your own user account on Wordpress)
Select a level of access for this API key — Read access
Select Generate API Key, and WooCommerce creates API keys for that user.
Now that keys have been generated, you should see Consumer Key and Consumer Secret keys, a QRCode, and a Revoke API Key button.
The Consumer Key and Consumer Secret may be entered in Link My Books:
Square Accounts
For Square, simply follow the invite and approve the connection with Square as shown below, your accountant can then continue with the setup:
Troubleshooting
What if my client created their own Link My Books account instead of using the invitation?
This is a common issue, especially with Shopify and Amazon connections. A sales channel can only be connected to one Link My Books account at a time. If your client signed up for their own Link My Books account independently (rather than using the invitation email you sent), their sales channel will be linked to that separate account and will not appear on yours.
⚠️ How to tell this has happened: Your client says the connection was successful on their end, but the channel still shows as "Pending" on your Link My Books account. Or you may see a "duplicate account" error when trying to connect.
How to resolve this:
Contact the Link My Books support team and let them know your client connected their sales channel to their own account instead of through your invitation.
Your client will need to confirm (via email to support) that they authorise the migration of their sales channel to your accountant account.
Our team will migrate the channel across for you and deactivate the client's separate account if it is no longer needed.
💡 Tip for accountants: When sending the invitation to your client, let them know they should use the "Complete Setup Now" button in the email rather than signing up directly on the Link My Books website. This ensures their sales channel is linked to your account from the start.
For more information on duplicate account errors, see Why am I getting a duplicate account error when trying to connect my sales channel?
The connection shows as "Pending" — what should I do?
If your client has completed the connection steps but the channel still shows as "Pending" on your side, it could be because:
The client connected to their own account instead of yours (see above)
The client did not complete all the required steps (e.g., they started the process but did not approve the app on the sales channel's platform)
There was a temporary issue with the connection — ask your client to try again or contact our support team
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].