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

How to Create Your Link My Books Account

Connect your sales channels and accounting software

How to Connect Your Sales Channel and Accounting Software

How to Set Up Your Account and Tax Rate Mappings

How to send settlements to Xero or QuickBooks

How to Send Your First Settlement 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

Donna Walker

Initial Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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