Skip to main content

Review and send your first Amazon settlement summary to Xero

How to view and send Amazon settlements to Xero

Daniel Little avatar
Written by Daniel Little
Updated over 2 weeks ago

Each time Amazon makes a payout to you, Link My Books collects all the data needed to identify all of the transactions that form that payout.

We break down all of the transactions into groups, creating an easy to understand summary invoice which can then be sent to Xero.

Option 1: Sending settlements one by one

You can send settlements one by one from the Settlements page by clicking the action dropdown and then selecting "Send to Xero":

Link My Books – Settlements dashboard showing a list of Amazon marketplace settlements with corresponding amounts, dates, and statuses. The highlighted entry is for Amazon.co.uk with an amount of £13,635.50, status 'Ready to send', and a dropdown action menu. The 'Send to Xero' option is selected from the action menu, indicated by a red arrow pointing to it.

Option 2: Automatically sending settlements

On the Settlement Settings page turn on "Auto Post Settlements" to automatically post settlements to your bookkeeping platform as soon as they are imported and ready in Link My Books.

👉 Tip: Use the Backdate Auto Posting date selection to automatically post historical settlements that are showing as ready to send in Link My Books.

“Link My Books – Settlement Settings page under the 'Automation' tab. The 'Auto Post Settlements' checkbox is checked, indicating that new settlements will be automatically posted to Xero. Below it, the 'Backdate Auto Posting Date' is set to 2022-01-31. A blue 'Save Settings' button is visible at the bottom of the screen. Red arrows point to the checkbox and the date field to highlight them

What if I want to view the detail of the settlement before sending it?

You can view the settlement detail before sending it, on the view settlement page.
Choose the settlement you want to review and click the view option from the action menu as shown below:

Link My Books – Settlements page displaying a list of Amazon marketplace settlements, including amounts and statuses. An arrow points to the 'ACTION' dropdown menu next to the Amazon.co.uk settlement. The menu is expanded, highlighting the 'View' option with a red box. Other visible marketplaces include Amazon.es, Amazon.de, Amazon.fr, and more, with statuses like 'Ready to send' or 'Sent Oct 13, 2021

Click the ⌄ icon to show the full breakdown of an invoice as shown below:

Link My Books – Settlement Details page showing a summary of a settlement invoice for Amazon.de. The invoice date is April 14, 2021, and the period covered is April 14–28, 2021. The invoice status is marked as ‘Ready’ and the total is €400.25. A red arrow points to a dropdown icon next to the Amazon.de invoice entry. The ‘Send Invoice to Xero’ button is displayed on the right

Once you are happy you can click back to return to the settlements page to send the entire settlement to your bookkeeping platform.

Link My Books – Settlement Details view expanded to show detailed line items for an invoice to Amazon.de dated April 14, 2021, for the period April 14–28, 2021. The invoice total is €400.25 and status is ‘Ready’. Individual line items include Amazon Sales shipped to UK and outside UK, Amazon Fees, and Amazon Refunds, each with associated invoice amounts, account names, and tax rates. A red arrow points to a ‘Back’ link at the top left, and a red note at the bottom indicates ‘Simplified line data for this example’.

👉 Tip: If you click the "Send Invoice" buttons on the view settlement page, you are only sending individual parts of the settlement.

This can be useful if, for example, you have a settlement that spans two months as those settlements are broken down into 2 summary invoices (one for each month):

Link My Books – Settlement Details screen showing two Sales & Fees invoices created for a single Amazon.de settlement totaling €400.25. The top invoice, dated April 28, 2021, covers the period April 28–30, 2021, with a total of €100.00. The bottom invoice, dated May 1, 2021, covers the period May 1–11, 2021, with a total of €300.25. Both have a status of ‘Ready’ and blue ‘Send Invoice to Xero’ buttons. Red arrows and highlights draw attention to the covered periods and action buttons. A link titled ‘Why is this settlement split?’ is also visible above the invoice table

In the screenshot above you will see that instead of sending the entire settlement you could also choose to only send the April or May part of it should you wish to.

What if I am using the Cost of Goods Sold Tracking?

If you are using our COGS tracking feature, by default when you send a settlement from the dashboard or using the auto post feature, we will also send your COGS bills too.

If you want to view your COGS bills before sending them you can do so by viewing the settlement and then clicking on the Cost of Goods Sold tab:

Link My Books – Settlement Details page with the ‘Cost of Goods Sold’ tab highlighted. It shows two COGS (Cost of Goods Sold) bills created for the settlement, each billed to Amazon.de. Both bills have the date April 27, 2021, with totals of €22.00 and €50.50. Each entry includes a blue ‘Send COGS Bill to Xero’ button on the right. A red arrow points to the selected ‘Cost of Goods Sold’ tab above. A note explains that all SKUs sold during the settlement period have landed costs assigned.

If you expand open a COGS bill you can check that the landed cost of each product SKU is accurate and update it if needed as shown below.


If you need to change the currency of your landed costs or want to update all of your products in bulk you can do so from the Product Costs page.

Link My Books – Settlement Details page under the ‘Cost of Goods Sold’ tab. The view displays detailed COGS bill data for Amazon.de with a bill date of April 27, 2021. It shows individual SKUs: SKU-1 and SKU-2. SKU-1 has 40 FBA units and a landed cost per unit of €1.00, totaling €40.00. SKU-2 has 11 FBA units with a landed cost per unit of €0.50, totaling €10.50. Each landed cost field is highlighted with a red box and contains an orange circular refresh icon. A blue ‘Send COGS Bill to Xero’ button appears for each bill.

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].

Did this answer your question?