Privacy Policy
Effective Date: August 6, 2026
1. Who This Privacy Policy Applies To
This Privacy Policy applies to individuals and organizations that interact with our services, including:
bookkeeping and accounting firms that subscribe to our services;
businesses whose accounting data is processed through our platform with appropriate authorization;
visitors to our website; and
authorized users of our reporting platform.
Depending on your relationship with us, we may act as either a service provider processing data on behalf of a bookkeeping firm or business, or as the operator of our own website and services.
2. Information We Collect
When you authorize our application to access your QuickBooks Online account, we may collect financial and accounting information necessary to provide our services, including:
Chart of accounts
Transactions
Customers and vendors
Invoices and bills
Payments and deposits
Financial balances
Other accounting records made available through the QuickBooks Online API
We may also collect basic account information such as your name, email address, company name, and contact information.
3. How We Use Your Information
We use your information solely to:
Import accounting data from QuickBooks Online
Generate reports, dashboards, and business insights
Maintain and improve our services
Provide customer support
Diagnose technical issues
We do not use your accounting data for advertising or marketing purposes.
4. Data Storage and Security
Your data may be securely processed and stored using trusted third-party cloud service providers that support our platform.
We take reasonable administrative, technical, and organizational measures to protect your information, including:
Encryption during transmission
Access controls based on job responsibilities
Authentication for administrative accounts
Monitoring and logging where appropriate
While we strive to protect your information, no method of electronic storage or transmission is completely secure.
5. Third-Party Service Providers
To provide our services, we may use trusted third-party providers, including services for:
Data synchronization
Cloud data storage
Data transformation
Business intelligence and reporting
These providers process information only as necessary to deliver our services.
6. Data Ownership
We do not own your accounting records.
The business that owns the QuickBooks Online company retains ownership of its accounting data at all times.
Bookkeeping firms that use our services may authorize us to process data on behalf of their clients where they have the authority to do so.
Our rights to access, store, and process data are limited to providing the services requested by our customers and authorized businesses.
7. Data Retention
We retain customer data only for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
Upon termination of services, customer data may be deleted in accordance with our data retention procedures unless retention is required by law.
8. Sharing of Information
We do not sell, rent, or trade customer data.
We only disclose information when:
You instruct us to do so.
It is necessary to provide our services.
We are legally required to do so.
It is necessary to protect our legal rights or prevent fraud.
9. Your Rights
Subject to applicable law, you may request to:
Access your information
Correct inaccurate information
Request deletion of your information
Withdraw your authorization
Ask questions about how your data is processed
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we make material changes, we will update the Effective Date and post the revised policy on our website.
11. Contact
If you have questions about this Privacy Policy, please contact us at:
Data Designed LLC