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How to connect your sales channels when invited by an accountant

Daniel Little avatar
Written by Daniel Little
Updated this week

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:

Screenshot of the Link My Books interface inviting the user to connect their sales channels. Shows two Amazon options: Amazon Europe and Amazon North America, each with a “Connect” button.

Step 2 - You will then be prompted to visit Amazon seller central and approve the connection, the page on Amazon will look like this:

Screenshot of the Amazon Seller Central page requesting authorization for Link My Books to access various account data, including selling partner insights and inventory tracking. A checkbox and “Confirm” button are highlighted.

Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:

Updated Link My Books interface showing Amazon Europe marked as “Connected” with a green button and checkmark, while Amazon North America still shows a blue “Connect” button.

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:

 A web page with a white background and an invitation to connect sales channels. The page has a "Link My Books" logo at the top. The main text reads, "Your accountant has invited you. Kindly connect your sales channels below." Below this is a form with an eBay logo and a text field labeled "ACCOUNT NAME" next to a blue "CONNECT" button.

Step 2 - You will then be prompted to visit eBay and approve the connection, the page on eBay will look like this:

A web page showing a successful connection. The "CONNECT" button from the previous image has changed to a green button that says "CONNECTED," and there is now a green tick mark icon next to the eBay logo.

Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:

A browser window showing an eBay consent page. The page is titled "Grant Application Access: Link My Books" and contains text explaining that by agreeing, the user is allowing Link My Books to act on their behalf. At the bottom of the page are two buttons, "I agree" and "Go back to Link My Books," along with the Link My Books logo.

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:

A web page showing a Shopify connection option. The page is identical to the previous one, but the eBay logo has been replaced with a Shopify logo and the text "Shopify." The text field and blue "CONNECT" button remain the same.

Once you click Connect you will be prompted to enter your myshopify.com store address:

A web page with a Shopify connection pop-up window. The original page is slightly faded in the background, and a white pop-up box titled "Connect your Shopify store" is in the center. The box contains a text field for "STORE ADDRESS" and a blue "CONNECT TO SHOPIFY" button.

Step 2 - You will then be prompted to visit Shopify and approve the connection, the page on Shopify will look like this:

A Shopify app installation page. The page is titled "You are about to install Link My Books." It lists the permissions the app will have, such as "View Shopify account data," and has a "Cancel" button and a green "Install app" button at the bottom.

Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:

A web page showing a successful Shopify connection. The page is identical to the first, but the "CONNECT" button has been replaced with a green "CONNECTED" button, and a green tick mark icon is now next to the Shopify logo.

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:

A web page with an invitation to connect sales channels. This one features an Etsy logo and a text field labeled "ACCOUNT NAME" next to a blue "CONNECT" button.

Step 2 - You will then be prompted to visit Etsy and approve the connection, the page on Etsy will look like this:

A web page titled "An application would like to connect to your account." The page is an Etsy permission request for the "Link My Books" application, which lists the types of data it will have access to. Below the list are two buttons, "Grant access" and "Refuse access."

Once completed you will see the screen below and can then move on to connect any other sales channels your accountant has requested:

A web page showing a successful Etsy connection. The blue "CONNECT" button has been replaced with a green "CONNECTED" button, and a green tick mark icon is now next to the Etsy logo.

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

To connect your Walmart account to Link My Books you'll need to grant us access using the Walmart Developer Portal.

Navigate to developer.walmart.com and click My Account, then select Marketplace (US & Mexico)

Click the + Add New Key For A Solution Provider button

A screenshot of the Walmart Developer Portal. The screen shows "PRODUCTION KEYS" with a blue button that says "+ Add New Key For A Solution Provider." A red arrow points directly at this button.

Select Link My Books from the Select Solution Provider dropdown, then click Next

A screenshot of the Walmart Developer Portal. A pop-up window titled "New Delegated Access Key" is shown. A red arrow points to a drop-down menu that says "Select Solution Provider."

On the Link My books Key Permission page, select View Only for Reports from the Settings, Rules & Admin section and click Submit

A screenshot of a pop-up window titled "Key Permission." The window shows a grid of permissions with sections like "Feeds," "Item Management," and "Order Management." All fields are set to "noAccess." A large red arrow points to the "Reports" field with the text "Change to View Only."

A success message will appear showing Added Link My Books

Copy the provided Client ID and Client Secret and paste them into your Link My Books account.

A screenshot showing two windows. On the left is the "Connect your Walmart store" page with instructions to generate Client ID and Client Secret keys. On the right, a smaller pop-up window titled "Key Permission" is shown, with a red arrow pointing to the "Reports" field and the text "Change to View Only."


TikTok Shop Accounts

Step 1: Select the account type

A screenshot of the TikTok Seller Center authorization page. The user is prompted to "Select account type to start the authorisation process." The "Europe seller" option is expanded, showing "United Kingdom," and a red arrow with the number "1" points to the expand/collapse button, while a red box with the number "2" highlights the "Next" button.

Step 2: Ensure we have continued access rights

A screenshot of the TikTok Seller Center app installation pop-up. The pop-up window is titled "Install" and has a section for "Duration" with options like "Unlimited," "1 Year," "180 Days," etc. A red arrow points to the "Unlimited" radio button and another points to the "Contact email" text field.

Step 3: Confirming authorisation to install the app

A screenshot of the TikTok Seller Center app installation pop-up. The pop-up window shows the final step of the installation process. A red arrow points to a checkbox next to a statement agreeing to the app's terms. A red box highlights the "Confirm to install" button.

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.

  1. Go to: WooCommerce > Settings > Advanced > REST API.
    Note: Keys/Apps was found at WooCommerce > Settings > API > Key/Apps prior to WooCommerce 3.4.

    A screenshot of the WooCommerce "Advanced" settings page. The "REST API" tab is selected, and a blue arrow points to the "Add key" link. Below, a table shows a list of existing API keys.
  2. Select Add Key. You are taken to the Key Details screen.

    A screenshot of the "Key details" page in WooCommerce. This page contains a form with three fields: "Description," "User," and "Permissions." Below the fields is a blue "Generate API key" button.

  3. Add a Description.

  4. Select the User you would like to generate a key for in the dropdown. (This can be your own user account on Wordpress)

  5. Select a level of access for this API key — Read access

  6. 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.

A screenshot of the "Key details" page in WooCommerce, showing a generated key. Two fields, "Consumer key" and "Consumer secret," contain long strings of alphanumeric characters with a "Copy" button next to each. A QR code is also displayed, along with a link to "Revoke key."

The Consumer Key and Consumer Secret may be entered in Link My Books:

A web page titled "Connect your WooCommerce account." The page has a form with three fields: "WooCommerce Store URL," "Consumer Key," and "Consumer Secret." A red box outlines all three fields. Below the form is a gray "CONNECT TO WOOCOMMERCE" button.

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].

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