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Getting Started

Getting Started

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

How To Page Navigation Guides

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

How to connect your sales channels when invited by an accountant
Navigating the Settlements DashboardAn overview of the Settlement Dashboard page
Navigating the Accounts & Taxes pageAn overview of the Accounts & Taxes page
Navigating the View Settlement pageAn overview of the View Settlement page
Navigating the Settlement Settings pageAn overview of the Settlement Settings page
How to reconcile invoices in Xero with incoming deposits from the sales channelWhat to do once you send your settlements to Xero to match them with the incoming bank deposits via your bank feed
Navigating the Product Costs pageAn overview of the Product Costs page
How to bulk upload your product costsUsing the bulk upload tool to update the costs of all your SKUs in one go
How to use the Cost of Goods Sold featureUnderstanding how COGS tracking works
How to use product groupsHow to set up Product Groups when you sell a mixture of Standard, Zero or Reduced Rated Goods
How the Inventory Values page worksHow to track month end FBA inventory values