Link My Books

Which Xero or QuickBooks plans can I use with Link My Books?

How to reconnect a sales channel when the connection has dropped

How to Reconnect a Disconnected Sales Channel

Steps to link your new Xero account to Link My Books.

Switching from One Xero Account to Another

Steps to link your new QuickBooks account to Link My Books.

Switching from One QuickBooks Account to Another

How to deal with the error message "Xero/QuickBooks is not connected"

Xero/QuickBooks is disconnected

Rachel Jones

Donna Walker

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Sales Channel & Accounting Software Integration

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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