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