What is Seller Ledger's Refund Policy?

We want you to pay for Seller Ledger only if it delivers the value you expected. This article explains when we offer refunds and how to request one.

Monthly plans: try before you buy

Monthly plans are not eligible for refunds. That's because every new customer gets a free 30-day trial, which includes up to 90 days of transaction history from your connected accounts. The trial is meant to give you time to decide whether Seller Ledger is right for you before you pay anything.

If you decide Seller Ledger isn't for you during the trial, you don't need to do anything. Your trial will simply expire at the end of the 30 days. For more, see How do I cancel my Seller Ledger account?

Annual plans: refunds if we can't get your prior year's data

Many sellers choose an annual plan because it lets Seller Ledger go back and import a full prior tax year of data, which is helpful if you're trying to get last year's taxes done. For more on how this works, see How do I get more than 90 days of transaction history?

We do our best to import that full year, but some connected accounts limit how much history they share. If you sign up for (or upgrade to) an annual plan and we can't get the prior tax year data you need, we're happy to cancel your subscription and refund your payment.

Common reasons we can't get the full prior year

• Your bank or credit card doesn't share that much history. Many banks, credit cards, and PayPal limit the history available through our banking partner, Plaid, to 60 or 90 days.
• You used eBay Express Payouts (seller-initiated payouts). For payouts older than about 90 days, eBay doesn't give us the breakdown of the individual sales and fees behind each payout. We can still get your overall profit right, but we can't show the order-level detail. See Why are my older eBay early withdrawals being categorized as Product Sales?
• The marketplace limits how far back we can go. For example, Walmart's connection only lets us go back 180 days.

Before you request a refund: check for a workaround

In some cases, we can still get your older data into Seller Ledger another way. For example:

• Banks and credit cards: You can usually download older transactions from your bank's website and upload them as a CSV file. You only need to do this once per account. See How do I properly format bank CSV files? We're happy to help you format and upload the file.
• Amazon: Some older Amazon data (like FBA refunds and account fees) can be brought in by requesting older settlement reports. See How do I import older Amazon transactions?

If a workaround isn't practical for you, or still doesn't give you what you need, just let us know.

How to request a refund

1. Email us at [email protected] from the email address you use to log into Seller Ledger.
2. Let us know which account (bank, credit card, or marketplace) is missing data and what date range you were hoping to get.
3. We'll take a look at your account, confirm what we're able to import, and talk through your options, including a refund.