Link My Books

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

Are you setting up Link My Books as a business owner or as an accountant or bookkeeper with an ecommerce client?

Understanding User Types in Link My Books

Daniel Little

Initial Setup

Find answers and get help from Intercom Support and Community Experts

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