Link My Books

How is it possible, after setup, to use Link My Books without a Xero or QuickBooks account?

Do I need a Xero or QuickBooks account to set up Link My Books?

We discuss why Cashbook can't work with LinkMyBooks.

Does Link My Books work with Xero Cashbook or Xero Ledger?

This article explains how to change your accounting software.

How do I change from QuickBooks to Xero or Vice Versa?

How to change the due date or status we apply to invoices sent to Xero

How to Change the Invoice Status or Due Date for Settlements Sent to Xero

Sharon Wallace

Donna Walker

Help articles related to Accounting Software Integrations (Xero & QuickBooks)

Accounting Software Integration (Xero & QuickBooks)

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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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