If you've just joined Link My Books, then firstly - welcome!

Chances are you're only seeing around 3 months worth of historical data in your Link My Books account - and that's perfectly normal. We only import 3 months worth of data from your sales channel when you first connect it to Link My Books.

If you need to go back further and import more historical data so that you can sync it to your accounting platform, that's possible too — and you can now do this entirely yourself inside the app.

The amount of historical data included with your plan depends on your plan tier:

You might find yourself in a situation where your plan's default data allowance doesn't cover the full history you need.

For example: You may be on the Lite plan (1 sales channel, 3 months of data included) but need 12 months of history for your annual accounts.

You can purchase a one-off historical data bundle directly inside the app to extend your history. This does not change your plan — it simply unlocks the ability to import older settlements.

We offer the following bundles:

When you purchase a bundle, you're not locked into importing a fixed number of months. You choose your own start date — you could go back 6 months, 9 months, or the full 12 (or 24) months. The bundle simply unlocks the ability to go back up to that maximum.

Please note: Data bundles are available only to users with an active Link My Books subscription. They cannot be purchased on a trial account.

You can now purchase a bundle and set your earliest history date entirely within the Link My Books app — no need to contact support.

Step 1: Go to your Settlements Dashboard and click the link that says "Need more settlement history? Import older data".

Step 2: A popup will appear. Enter the date you'd like to go back to.

Step 3: If the date you've selected falls outside your current plan's allowance, you'll be prompted to purchase a bundle at this point. You'll pay using your card on file and the bundle will be activated immediately.

Step 4: Click Set Date and we'll begin fetching your older data from your sales channel.

Once your date is set, we'll begin fetching the older data. This can take several hours — we'll notify you when it's ready. If after a full 24 hours the data is still not visible, please contact support.

Once your historical settlement data is imported, you can manage which settlements are displayed on your dashboard. If you prefer not to see certain settlements, navigate to the Action button for the relevant settlement and select Hide. This helps keep your dashboard organised and relevant.

There are limits on how far back each sales channel's API allows us to retrieve data. Even with a purchased bundle, we cannot go beyond these channel-specific maximums:

I'm on a free trial — can I access more than 3 months of data?

No. Trial accounts are limited to 3 months of historical data. To access more, the account owner must first subscribe to a paid plan. Once subscribed, you can either unlock more data through your plan's included allowance or purchase a one-off historical data bundle.

I'm a bookkeeper added to a client's account — how do I get more historical data?

Only the account owner can manage billing and subscriptions. If your client is on a trial, ask them to subscribe to a paid plan first. Once they have an active subscription, you can request older data through the Settlements Dashboard. Billing-related changes must be authorised by the account owner directly.

I've been a customer for years — why is my old data missing or why do I need to pay for it?

Historical data is imported at the time your sales channel is connected. If you've been with us a while, your older settlements may simply not have been imported at the time. Purchasing a bundle lets you unlock and import that older data at any point. If data that was previously visible has disappeared unexpectedly, please contact support — a setting may need adjusting.

Will my historical data stay accessible if I keep my subscription?

Yes. Any data that has been imported into your account remains accessible for as long as your Link My Books subscription is active. If you cancel, your account and data will be removed after 90 days. See our Data Retention article for full details.

Can I buy just a few months instead of a full 12-month bundle?

No. Bundles are sold in 12-month and 24-month increments, but you choose exactly how far back to go when you set your date. You're not required to import the full 12 months — you can set any start date within your unlocked range.

I want more data but the app is only offering me a Lite plan — why can't I upgrade to Premium?

Plan tiers are based on the number of sales channels you connect. Premium (24 months included) is for accounts with up to 10 channels. If you only have 1 channel, you'll be on the Lite plan — but a historical data bundle gives you the same extended history without needing to change your plan.