General
Answers to questions that don't fall into any other category
Seller ToolKit IntegrationHow to sync your product costs from Seller ToolKit to Link My Books
Sales Channels Not Currently Supported by Link My BooksUnderstanding which sales platforms don't yet have a direct integration with Link My Books
Accounting Software Integration (Xero & QuickBooks)
Help articles related to Accounting Software Integrations (Xero & QuickBooks)
Do I need a Xero or QuickBooks account to set up Link My Books?How is it possible, after setup, to use Link My Books without a Xero or QuickBooks account?
Does Link My Books work with Xero Cashbook or Xero Ledger?We discuss why Cashbook can't work with LinkMyBooks.
How do I change from QuickBooks to Xero or Vice Versa?This article explains how to change your accounting software.
Settlement Settings > Xero settingsHow to change the due date or status we apply to invoices sent to Xero
Settlement & Reconciliation Issues
Help articles related to Settlement & Reconciliation Issues
Accessing More Historical Data Than Your Current Plan ProvidesWhat to do when you need older data than your Link My Books plan's default allowance
Can I send foreign currency settlements to Xero or QuickBooks without a currency subscription?
What should I do if my settlements aren't showing the correct tax rates?How to change tax rates, refresh and then re-send a settlement
How to Manually Void a Settlement in QuickBooksA step-by-step guide to deleting or voiding settlement entries directly in QuickBooks when the Link My Books rollback feature has failed
How to void or delete a settlement in XeroDeleting or voiding a settlement directly in Xero
How can I check if I've sent a settlement more than once to Xero or Quickbooks?
Why Data Might Differ: Link My Books vs. Accounting/Sales Channel ReportsTroubleshooting common reasons for discrepancies between Link My Books data and other financial reports.
Download Settlement and Cost of Goods Sold (COGS) Data to CSVLearn how to download your Link My Books settlement and COGS summaries in bulk to a CSV file.
Rollback Feature: How It WorksUndo and remove settlement entries in Xero or QuickBooks as if they were never sent.
Sales Channel & Subscription Management
Help articles related to Sales Channel & Subscription Management
How to migrate from A2X to Link My BooksStep by step guide to copying your settings and mappings from A2X to Link My Books
Can I have multiple sales channels connected to Link My Books?Connecting multiple Amazon, eBay, Shopify, Etsy, Walmart, TikTok Shop, Square and WooCommerce accounts to Link My Books
Can I change the email address I use with Link My Books?How to change the email address you use for your Link My Books account
How to Disconnect a Sales Channel from Your Link My Books AccountSteps to revoke Link My Books' access directly from your sales channel's platform
How to Delete a Sales Channel from Your Link My Books AccountUnderstanding the process for removing an unwanted sales channel integration
Product Cost Management & SKU Handling
Help articles related to Product Cost Management & SKU Handling
Hide Inactive SKUsHow to manage and hide products you no longer need in your Link My Books SKU list
Allow Bulk Upload of New SKUsEnable this setting to upload a comprehensive list of all SKUs to Link My Books, including those not yet detected from your sales channels.
Enter Product Costs MonthlyUnderstanding and using the monthly product costs feature in Link My Books.
Setting Different COGS Accounts by Product GroupHow to assign specific Cost of Goods Sold (COGS) accounts to individual product groups.
Assign Xero Tracking Options to Product GroupsHow to apply Xero tracking category options to product groups for enhanced reporting