Link My Books

Daniel Little

Let us guide you through setting your account up and navigating the site

A quick overview for getting your new Link My Books account up and running

How to sign up for a Link My Books account using Sign in with Xero, Intuit or Google

Connect your sales channels and accounting software

How to send settlements to Xero or QuickBooks

An overview of the Settlement Dashboard page

An overview of the Settlement Settings page

What to do once you send your settlements to Xero to match them with the incoming bank deposits via your bank feed

Using the bulk upload tool to update the costs of all your SKUs in one go

How to set up Product Groups when you sell a mixture of Standard, Zero or Reduced Rated Goods