Link My Books

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

How to move your sales channel to a different Xero or QuickBooks organisation, or from one accounting software to the other — you can now do this yourself.

Switching from One Xero or QuickBooks Account to Another.

How to reconnect a sales channel when the connection has dropped

How to Reconnect a Disconnected Sales Channel

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

Xero/QuickBooks is disconnected

Rachel Jones

Donna Walker

Daniel Little

Help articles related to Sales Channel & Accounting Software Integration

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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