Open Settings → Import & Export.
Sources and import
- See connected accounting sources and last sync, or a clear empty state if none are linked.
- Open import for CSV (up to 5 MB / 2000 rows) or manage connections for Xero / QuickBooks.
- Stop chasing after N days — past this age an invoice moves to aged debtors and out of your plan balance; you can pull it back from the debtor page later.
Export everything
The control is honest: Not available yet — there is no full-workspace export route today. For accountant packs, use Reports → Export CSV / PDF on each report instead.
What this will not do
- It will not silently purge history when you change plan.
- It will not replace a formal data-deletion request process if you close the account — use support / data request channels for that.