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privacy-policy

Privacy Policy

Last Updated: March 2026

1. Introduction

The QuickBooks Online Reconciliation Dashboard (“Application,” “we,” “us,” “our,” or “the Company”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Application.

Please read this Privacy Policy carefully. If you do not agree with our policies and practices, please do not use our Application.

2. Information We Collect

2.1 Information You Provide Directly

  • QuickBooks Online Credentials: We do not store your QuickBooks credentials. Authentication is performed through Intuit’s secure OAuth2 system.
  • Authorization Data: When you authorize the Application, Intuit provides us with access tokens that allow us to retrieve your authorized company and account information.

2.2 Information from QuickBooks Online

When you authorize the Application to access your QuickBooks Online account, we collect the following information through the QuickBooks API:

  • Company information (company name, EIN)
  • Bank account details (account names, account numbers, current balances)
  • Reconciliation status and history
  • Transaction data necessary to display reconciliation reports
  • Other financial data required to provide the Application’s functionality

2.3 Application Usage Information

We may collect:

  • Log data (IP address, browser type, pages visited, timestamps)
  • Device information (device type, operating system)
  • Application performance and error data

2.4 Cookies and Similar Technologies

We may use cookies and similar tracking technologies to enhance your experience. These may include:

  • Session cookies for authentication and session management
  • Analytics cookies to understand usage patterns

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Providing Services: To provide, maintain, and improve the Application
  • Authentication and Security: To verify your identity and protect against unauthorized access
  • Displaying Financial Data: To retrieve and display your QuickBooks reconciliation information
  • Customer Support: To respond to your inquiries and provide support
  • Analytics and Improvement: To understand how the Application is used and improve functionality
  • Compliance: To comply with legal obligations and regulatory requirements

4. Legal Basis for Processing (if applicable under GDPR)

For users in the European Union, our legal basis for processing personal data includes:

  • Consent: You have given explicit consent to process your data
  • Contractual Necessity: Processing is necessary to provide the Application
  • Legal Obligation: Processing is required by law
  • Legitimate Interests: Processing is necessary for our legitimate interests

5. Data Sharing and Disclosure

5.1 Third-Party Service Providers

We may share your information with:

  • Intuit: Your QuickBooks data is accessed through Intuit’s API in accordance with their Terms of Service
  • Cloud Service Providers: If applicable, for hosting and data storage services
  • Analytics Providers: For application performance and usage analytics

5.2 Legal Requirements

We may disclose your information if required by law, court order, or government request, or if we believe in good faith that disclosure is necessary to:

  • Protect the rights and safety of users or the public
  • Detect, prevent, or address fraud or security issues
  • Comply with legal obligations

5.3 Data Retention by Intuit

QuickBooks data accessed through this Application is subject to Intuit’s data retention policies. Please refer to the Intuit Privacy Policy for details on how Intuit handles your data.

6. Data Security

We implement appropriate technical and organizational security measures to protect your information, including:

  • SSL/TLS encryption for data in transit
  • Secure OAuth2 authentication
  • Regular security audits
  • Restricted access to personal data
  • Compliance with industry best practices

However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

7. Data Retention

  • QuickBooks Authorization Data: Retained only as long as you actively use the Application and have authorized access
  • Log Data: Typically retained for 90 days unless longer retention is required by law
  • Usage Analytics: Aggregated and anonymized data may be retained longer

You can revoke the Application’s access to your QuickBooks data at any time through your QuickBooks Online settings, which will result in deletion of stored authorization data.

8. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights:

8.1 GDPR Rights (for EU users)

  • Right to access your personal data
  • Right to rectification of inaccurate data
  • Right to erasure (“right to be forgotten”)
  • Right to restrict processing
  • Right to data portability
  • Right to object to processing
  • Right to withdraw consent at any time

8.2 CCPA Rights (for California residents)

  • Right to know what personal information is collected
  • Right to know whether personal information is sold or disclosed
  • Right to delete personal information
  • Right to opt-out of the sale or sharing of personal information
  • Right to non-discrimination for exercising your rights

To exercise any of these rights, please contact us using the information provided in the Contact section below.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated Privacy Policy on the Application and updating the “Last Updated” date. Your continued use of the Application after such modifications indicates your acceptance of the updated Privacy Policy.

10. Third-Party Links

The Application may contain links to third-party websites and services, including QuickBooks Online. We are not responsible for the privacy practices of these third-party sites. Please review their privacy policies before providing any personal information.

11. Children’s Privacy

The Application is not intended for use by individuals under 13 years of age (or the applicable age of digital consent in your jurisdiction). We do not knowingly collect personal data from children under 13. If we become aware that we have collected such information, we will take steps to delete it promptly.

12. International Data Transfers

Your information may be transferred to, stored in, and processed in countries other than your country of residence. These countries may have data protection laws that differ from your home country. By using the Application, you consent to such transfers.

13. Contact Us

If you have questions about this Privacy Policy, requests regarding your personal data, or privacy-related concerns, please contact us at:

[Your Company Name] Email: [your-contact-email@example.com] Address: [Your Business Address]

For GDPR-related inquiries or to exercise your privacy rights as an EU resident, please include “GDPR Request” in your subject line.

14. Additional Information for Specific Regions

14.1 European Union

If you are located in the EU, you have additional rights under the General Data Protection Regulation (GDPR). If you believe we are not complying with GDPR, you have the right to lodge a complaint with your local data protection authority.

14.2 California

California residents have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). For more information about these rights, visit the California Attorney General’s website.

By using the QuickBooks Online Reconciliation Dashboard, you acknowledge that you have read and understood this Privacy Policy and agree to the collection and use of your information as described herein.