General
Answers to questions that don't fall into any other category
Seller ToolKit integrationSync your product costs with Seller ToolKit
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?In this article we explain how it is possible after set up to use Link My Books without a Xero or QuickBooks account
Does Link My Books work with Xero Cashbook or Xero Ledger?
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
How do I get older data?When your current plan doesn't cover the full amount of historical data you require
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 delete a settlement in QuickBooksDeleting or voiding a settlement directly in QuickBooks
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 might there be differences between data in Link My Books and either my accounting or sales channel reports?If you are looking at your data in Link My Books and comparing it to other reports then it may not always match - why is this?
Download Settlement and Cost of Goods sold data to a CSVDownloading your Link My Books settlement and Cost of Goods sold summaries to a CSV file for a specified date range
Rollback feature - how does it work?Rollback settlement entries in Xero or QuickBooks as if they never happened
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
Product Cost Management & SKU Handling
Help articles related to Product Cost Management & SKU Handling
Hide inactive SKUsHow to hide products that you don't need in your SKU list
Allow bulk upload of new SKUsTurn this on to allow you to upload a list of all SKUs, even those not yet detected in Link My Books
Enter product costs monthlyHow the monthly product costs feature works
Setting different COGS accounts by product groupHow to set different COGS accounts for each product group
Assign Xero tracking options to product groupsHow to apply Xero tracking category options to product groups