Link My Books

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

[Setup] Step 1: Create an account with Link My Books

Connect your sales channels and accounting software

[Setup] Step 2: Connect to your accounts

[Setup] Step 3: Choose your preferred account and tax rates

How to send settlements to Xero or QuickBooks

[Setup] Step 4: Review and send your first payout summary to Xero or QuickBooks

Initial Setup

How to connect your sales channels when invited by an accountant

An overview of the Settlement Dashboard page

Navigating the Settlements Dashboard

Navigating the Accounts & Taxes page

Navigating the View Settlement page

An overview of the Settlement Settings page

Navigating 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

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

Navigating the Product Costs page

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

How to track 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

Find answers and get help from Intercom Support and Community Experts

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