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
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
Select Link My Books from the Select Solution Provider dropdown, then click Next
On the Link My books Key Permission page, select View Only for Reports from the Settings, Rules & Admin section and click Submit
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.
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:
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].