FAQ's
By Rachel and 6 others7 authors60 articles
Account & Subscription Management
Help articles related to Account & Subscription Management
- Why am I unable to add a new user?
- How to Stop Shopify Billing for Link My BooksWhat to do if your Link My Books subscription was set up through Shopify and you want to stop the billing or request a refund.
- How to sign up for Link My Books without an existing Google accountGet a free Google Account with your current email address
- How to Close Your Link My Books AccountUnderstanding the process for closing your account and managing data deletion for trial and paid subscriptions.
- How do I prepare for purging my Link My Books account and reconnecting sales channels?
Sales Channel & Accounting Software Integration
Help articles related to Sales Channel & Accounting Software Integration
- Which Xero or QuickBooks plans can I use with Link My Books?
- How to Reconnect a Disconnected Sales ChannelHow to reconnect a sales channel when the connection has dropped
- Switching from One Xero Account to AnotherSteps to link your new Xero account to Link My Books.
- Switching from One QuickBooks Account to AnotherSteps to link your new QuickBooks account to Link My Books.
- Xero/QuickBooks is disconnectedHow to deal with the error message "Xero/QuickBooks is not connected"
Errors & Troubleshooting
Help articles related to Errors & Troubleshooting
- Why does my WooCommerce settlement say "Needs review"?What a WooCommerce settlement reconciliation gap is, why it happens, and how to resolve it with a self-serve adjustment in Link My Books.
- Why am I getting a duplicate account error when trying to connect my sales channel?
- WooCommerce settlement error: "Payout amount does not match calculated total"What to do when a WooCommerce or Stripe settlement shows a calculated total mismatch error and the audit file fails to download.
- Resolving a "Transaction Limit" Error in XeroWhy you might be unable to send settlements to Xero and how to resolve it.
- I'm getting a business validation errorSteps to resolve the error "Business validation error, the account ______ can’t be used with tax rate ______"
- Why Am I Getting a Tax Code Error When Sending to Xero?What to do if you see this error:
- How do I clear the missingTree error on my settlement?
- Why Is My Settlement Showing a "Missing Tree Data" Error?What to do if you see the error missingTreeData on some of your settlements
- I'm seeing the error message "You are not permitted to access this resource"Please find below the steps on how to resolve this error message.
- How can I troubleshoot and resolve connection issues between Link My Books and Xero?
- Incomplete tax or account codes error on Link My Books
- Invoice due date out of range error on Link My Books
- Duplicate document number error in QuickBooks
- Accounting software subscription ended error on Link My Books
- Debtor account requires a customer error
- Permission error when sending settlement to XeroApplies to error message "You Are Not Permitted to Access This Resource"
- Settlement processing error on Link My Books
- Contact name already assigned error on Link My Books
- API Rate Limit Error on Link My Books - Xero issues
Tax & VAT Compliance
Help articles related to Tax & VAT Compliance
- Should I enter my product costs with or without VAT?Depending on if you are VAT-registered or not will determine what you enter for your product costs
- US Sales Tax - How Link My Books handles this
- Setting Up UK VAT & Tax Rate Mappings Across Sales ChannelsSet up Link My Books as a UK business for any sales channel. Covers marketplace VAT collection vs shopping carts where you handle VAT.
Settlements & Reconciliation
Help articles related to Settlements & Reconciliation
- Voided or duplicated settlement invoices/journals in Xero/QuickBooksHow to check if you might have voided/deleted or duplicated your invoices from Link My Books
- No Option To Send SettlementsTroubleshooting Settlements Not Able To Send
- How to automatically post settlementsHow to set your account up to post settlements automatically
- Backdating the Auto-Post Feature to Send Historical Settlements AutomaticallyHow to use auto posting to send your historical settlements
- Troubleshooting Reconciliation Issues in QuickBooks and XeroA guide to help you resolve transactions that you're unable to reconcile in your accounting software
- How to Reconcile Foreign Currency Settlements in XeroReconciling EUR, USD, or CAD settlements against GBP amounts in Xero, based on Amazon's payout method
- How to Reconcile Zero Total SettlementsWhat to do when your settlement total is $/€/£ 0.00
- Why Are Some Settlements Split into Two or More Invoices?Understanding why Link My Books creates multiple invoices for settlements that span multiple months.
- How to void an invoice or bill in XeroInstructions to remove an invoice or bill in Xero
- I have accidentally hidden some of my settlementsIf you cannot locate the settlement you are looking for, it could be that it is hidden on your dashboard.
- Why are some of my settlements being sent as bills instead of invoices to Xero?Dealing with negative total settlement invoices
- Why does my Shopify payout say "Needs review"?What a Shopify payout reconciliation gap is, why it happens, and how to resolve it with a self-serve adjustment in Link My Books.
Product Costs, COGS & SKU Issues
Help articles related to Product Costs, COGS & SKU Issues
- Payout analysis page - COGS turned off or missing product costs error
- Some of my products are missing the product costs/groups pageIf you're missing some SKUs on the products costs or groups page, read on
- Common issues with bulk upload files and how to fix themIf you're struggling to bulk upload product costs or groups then you can troubleshoot using this guide.
- Why do I have some SKUs with missing-shopify-sku in their name?Why some of your SKUs may have missing-shopify-sku in their name
- 📌 Cost of Goods Sold – Frequently Asked QuestionsFrequently asked questions about Cost Of Goods Sold
Data Import, Export & Tracking
Help articles related to Data Import, Export & Tracking
- What data do you send to Xero/QuickBooks?Data sent to Xero and QuickBooks
- What data do you import from Xero/QuickBooks?What specific information does Link My Books retrieve from Xero or QuickBooks accounting software?
- How Tracking Works in Xero and QuickBooksHow to track your Amazon Marketplace data separately
- Tracking SKU COGS over multiple MarketplacesTo be used when you would like to track the same SKU over different marketplaces
- How to open CSV files safely with Microsoft ExcelUseful if you are having issues with bulk uploads for product costs or groups
- Multi-Location Tracking for Xero (Square, Shopify & WooCommerce)Automatically track performance by payment gateway or location in Xero using Link My Books’ new Multi-Location Tracking feature. Available for Square, Shopify, and WooCommerce accounts connected to Xero.