Go to Link My Books
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Getting Started
Getting Started
Let us guide you through setting your account up and navigating the site
16 articles in this collection
Written by
Daniel Little
Initial Setup
Step by Step Guide to Setting Up Link My Books
A quick overview for getting your new Link My Books account up and running
Written by
Daniel Little
Updated over a week ago
[Setup] Step 1: Create an account with Link My Books
How to sign up for a Link My Books account using Sign in with Xero, Intuit or Google
Written by
Daniel Little
Updated over a week ago
[Setup] Step 2: Connect to your accounts
Connect your sales channels and accounting software
Written by
Daniel Little
Updated over a week ago
[Setup] Step 3: Choose your preferred account and tax rates
Written by
Daniel Little
Updated over a week ago
[Setup] Step 4: Review and send your first payout summary to Xero or QuickBooks
How to send settlements to Xero or QuickBooks
Written by
Daniel Little
Updated over a week ago
How To Guides
How to connect your sales channels when invited by an accountant
Written by
Daniel Little
Updated over a week ago
Navigating the Settlements Dashboard
An overview of the Settlement Dashboard page
Written by
Daniel Little
Updated over a week ago
Navigating the Accounts & Taxes page
An overview of the Accounts & Taxes page
Written by
Daniel Little
Updated over a week ago
Navigating the View Settlement page
An overview of the View Settlement page
Written by
Daniel Little
Updated over a week ago
Navigating the Settlement Settings page
An overview of the Settlement Settings page
Written by
Daniel Little
Updated over a week ago
How to reconcile invoices in Xero with incoming deposits from the sales channel
What to do once you send your settlements to Xero to match them with the incoming bank deposits via your bank feed
Written by
Daniel Little
Updated over a week ago
Navigating the Product Costs page
An overview of the Product Costs page
Written by
Daniel Little
Updated over a week ago
How to bulk upload your product costs
Using the bulk upload tool to update the costs of all your SKUs in one go
Written by
Daniel Little
Updated over a week ago
How to use the Cost of Goods Sold feature
Understanding how COGS tracking works
Written by
Daniel Little
Updated over a week ago
How to use product groups
How to set up Product Groups when you sell a mixture of Standard, Zero or Reduced Rated Goods
Written by
Daniel Little
Updated over a week ago
How the Inventory Values page works
How to track month end FBA inventory values
Written by
Daniel Little
Updated this week