How to connect your sales channels when invited by an accountant

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.

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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.

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.

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.