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No Option To Send Settlements

Troubleshooting Settlements Not Able To Send

Kaylie Worbey avatar
Written by Kaylie Worbey
Updated this week

We would typically see this occur if the account configuration hadn't been completed or if you have removed an account previously included in your Link My books setup from your chart of accounts in your bookkeeping platform directly.

Detecting The Missing Information

To confirm the account mappings, head over to the Account & Tax Mappings page from your Link My Books dashboard. Any missing information will be shown as below;

A screenshot of the "Account Taxes" configuration page within the "LINK MY BOOKS" application. The page displays various "Transaction category" entries, each with corresponding "Account Name" and "Tax Rate" dropdowns.  The visible transaction categories are:  Lmbshop Sales: "Account Name" is "LMB110: LmbShop Sales (Explic..." and "Tax Rate" is "GST on Income."  Lmbshop Refunds: "Account Name" is "LMB111: LmbShop Refunds (Ex..." and "Tax Rate" is "GST on Income."  Lmbshop Shipping: "Account Name" is "Select an account..." (highlighted with a red border) and "Tax Rate" is "GST on Income."  Lmbshop Loans: "Account Name" is "LMB121: LmbShop Loans (Expli..." and "Tax Rate" is "BAS Excluded."  Lmbshop Reserved Balances: "Account Name" is "LMB115: LmbShop Reserved Ba..." and "Tax Rate" is "BAS Excluded."  A note at the top of the page advises, "It is not recommended that you change any tax rates on this page. Instead use the Account & Taxes Wizard via the Accounts & Taxes menu." The top right corner shows "LMB Shop (Demo AU)" as the current account.

This can happen for various reasons including; not being set up fully at registration, or the account being removed from your Chart of Accounts.

If this is a new issue and you've previously been able to send settlements, you can refer to an earlier settlement to check where these have been posting to previously.

Locating Historic Account Mapping Information

From your dashboard, click the 'Action' menu and select 'View'

A screenshot displaying a list of marketplace transactions for "lmbshop." Each row shows "Marketplace" (lmbshop logo and text), "Amount" (e.g., AU $303.31, AU $491.75, AU $253.88), "Date" (e.g., July 13 - July 19, 2025, July 6 - July 12, 2025, June 29 - June 30, 2025), and "Status" ("Ready to send" for all visible entries).  On the right side of the top entry, an "ACTION" button is visible with a dropdown menu expanded below it. The options in the dropdown are "View," "Refresh," "Send to Xero," and "Hide." The "View" option is highlighted with a red box, and a cursor hand icon is hovering over it.

This will then give you a full breakdown of where each category has been posted;

A cropped screenshot showing a transaction line item within an accounting or sales system. The visible columns are "Description," "Invoice Amount," "Account Name," and "Tax Rate."  The entry displays:  Description: "Lmbshop Shipping - Shipping - Sales shipped to AU"  Invoice Amount: "AU $ 26.90"  Account Name: "LMB112: LmbShop Shipping"  Tax Rate: "GST on Income"  Above this entry, a partial row is visible showing "Lmbshop Sales - Principal - Sales shipped outside of AU" with an "Invoice Amount" of "AU $ 270.40", an "Account Name" of "LMB110: LmbShop Sales", and a "Tax Rate" of "GST-Free Income". Below it, the next row is cut off, only showing "Description" as a header.

Once the account has been re-added to the Account & Tax Mappings page, the settlement will refresh and it will then appear as 'Ready'.

IMPORTANT - Don't change any tax rates on the Account & Taxes Mapping page, if you need to change tax rates use the Accounts & Taxes Wizard instead.

Another potential reason for not being able to send a settlement, is if a bank account hasn't been selected for a specific marketplace.

Head to Accounts & Taxes > QuickBooks Bank Accounts and check for any missing data;

A screenshot of the "LINK MY BOOKS" application interface, specifically the "Accounts & Taxes" section. The main content area prompts the user to "Select the bank accounts where your Amazon funds are deposited and where any negative balances are charged from."  At the top, the "Accounts & Taxes" menu is open, displaying options: "Account & Tax Mappings," "Account & Taxes Wizard," and "QuickBooks Bank Accounts."  Below this, a list of Amazon Marketplaces is displayed, each with a corresponding flag:  Amazon.ae (UAE flag): "Positive Balance Deposit Account" is "Select" and "Negative Balance Charge Account" is "Select." Both are highlighted with a red border.  Amazon.co.uk (UK flag): "Positive Balance Deposit Account" is "Current" and "Negative Balance Charge Account" is "Current."  Amazon.de (German flag): "Positive Balance Deposit Account" is "Current" and "Negative Balance Charge Account" is "Current."  Amazon.es (Spanish flag): "Positive Balance Deposit Account" is "Current" and "Negative Balance Charge Account" is "Current."  Amazon.it (Italian flag): "Positive Balance Deposit Account" is "Current" and "Negative Balance Charge Account" is "Current."  Amazon.fr (French flag): "Positive Balance Deposit Account" is "Current" and "Negative Balance Charge Account" is "Current."  In the top right, there's a toggle switch labeled "ALLOW ASSET ACCOUNTS."

For further guidance on Settlements, see the Navigating the Settlement Dashboard article.

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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