One of the biggest benefits of Link My Books is how quickly you can get started โ no coding, no long onboarding. Follow these simple steps to integrate your Shopify store with Xero in less than 15 minutes.
Step-by-Step Setup Guide
๐ Step 1: Create Your Account
Head to linkmybooks.com and sign up. Choose a plan that fits your order volume and sales channels.
๐ Step 2: Connect Your Sales Channel & Accounting Platform
Once logged in, connect your Shopify store. Then link your Xero account. Youโll be asked to grant access โ this lets Link My Books sync payouts and invoices.
๐งพ Step 3: Map VAT Codes
Use the guided VAT mapping wizard to assign the correct HMRC VAT codes to each transaction type. This is essential for MTD compliance in the UK.
๐ฆ Step 4: Upload Your Cost of Goods Sold (COGS)
Add your product cost data, either via CSV or integration. Link My Books will automatically apply COGS to each order.
๐ผ Step 5: Sync Your First Payout
Run your first sync and check the draft invoice in Xero. It should perfectly match your Shopify payout amount.
๐ Step 6: Enable Auto-Sync
Once you’re happy, enable auto-sync. This will send new payouts into Xero automatically โ daily, weekly, or monthly.
๐ Quick Tips for UK Sellers
Enable multi-currency if you sell internationally
Set up email alerts for sync errors or VAT mismatches
Review mappings quarterly to align with new tax rules
๐ฆ Want to know the best features? Read: 5 Link My Books Features That Freed Up 10+ Hours per Month
๐ Still choosing between tools? Check: Link My Books vs A2X: Which is Best for Amazon & Shopify Sellers?
๐ Full setup support here: Pillar Page