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Getting Started
Getting Started
Let us guide you through setting your account up and navigating the site
Daniel Little avatar
By Daniel1 author16 articles

Initial Setup


Step by Step Guide to Setting Up Link My Books
[Setup] Step 1: Create an account with Link My Books
[Setup] Step 2: Connect to your accounts
[Setup] Step 3: Choose your preferred account and tax rates
[Setup] Step 4: Review and send your first payout summary to Xero or QuickBooks

How To Guides


How to connect your sales channels when invited by an accountant
Navigating the Settlements Dashboard
Navigating the Accounts & Taxes page
Navigating the View Settlement page
Navigating the Settlement Settings page
How to reconcile invoices in Xero with incoming deposits from the sales channel
Navigating the Product Costs page
How to bulk upload your product costs
How to use the Cost of Goods Sold feature
How to use product groups
How the Inventory Values page works
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Link My Books is the trading name of PDLC Tech Ltd, a company registered in England & Wales with company number 10744178.
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