Link My Books

Try our Demo Link My Books account to explore how it works before connecting your own sales channel and bookkeeping software.

How to Create a Demo Account

Donna Walker

Daniel Little

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

Getting Started

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

Step by Step Guide to Setting Up Link My Books

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

How to Create Your Link My Books Account

Connect your sales channels and accounting software

How to Connect Your Sales Channel and Accounting Software

How to Set Up Your Account and Tax Rate Mappings

How to send settlements to Xero or QuickBooks

How to Send Your First Settlement to Xero or QuickBooks

Are you setting up Link My Books as a business owner or as an accountant or bookkeeper with an ecommerce client?

Understanding User Types in Link My Books

Initial Setup

How to connect your sales channels when invited by an accountant

An overview of the Settlement Dashboard page

How to Find and Manage Your Settlements

How to View and Edit Your Account and Tax Mappings

How to Review Settlement Details Before Sending

An overview of the Settlement Settings page

How to Change Your Settlement and Payment Gateway Settings

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

How to reconcile invoices in Xero with incoming deposits from the sales channel

How to Add and Manage Product Costs

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

How to bulk upload your product costs

How to use the Cost of Goods Sold feature

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

How to use product groups

Understanding and Utilising Link My Books' Month-End FBA Inventory Values

How the Inventory Values Page Works

Step-by-step walkthroughs of all Link My Books pages

How To Page Navigation Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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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