Build a five-part compatibility record
Record the exact selling platform and market, payment service, accounting product and edition, settlement currencies and historical period. Add the legal-entity structure and number of connections where relevant. Avoid broad answers such as “Shopify and QuickBooks” when the actual edition or payment gateway changes the workflow.
Check setup separately from export
Link My Books’ documentation distinguishes its setup requirement from later export possibilities. A CSV route should not be interpreted as proof that initial setup works without its required accounting connection. Confirm the complete sequence before starting a customer trial.
Separate available, limited and unsupported
Mark each requirement supported by current documentation, requiring confirmation, or unsupported. A provider’s early beta may have access or feature limitations. A foreign-currency workflow may require an upgraded accounting plan. None of these should disappear inside a simple “yes, integration available” checkbox.
Use a stop rule
Do not buy or migrate while a hard requirement is unknown. Continue comparing other options, or keep an adequate current system. This publication’s affiliate enrollment is separate from customer setup: a buyer’s optional product trial is not needed to use our free worksheets or read the guides. We do not connect to your accounts or determine your accounting settings.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- Accounting connection prerequisite — Merchant documentation · help.linkmybooks.com · Merchant-controlled · checked 2026-09-30
- Unsupported channels and beta limits — Merchant documentation · help.linkmybooks.com · Merchant-controlled · checked 2026-09-30
- Foreign-currency prerequisites — Merchant documentation · help.linkmybooks.com · Merchant-controlled · checked 2026-09-30