QuickBooks App Terms (End User License Agreement)
These terms cover the "Get My Books Right Client Dashboard" app, which connects your QuickBooks Online company to Get My Books Right. "We", "us" and "our" mean TAX DRx Financial Corp dba Get My Books Right. "You" means the business that connects QuickBooks and the person who clicks Connect for it. By connecting QuickBooks to the app, you agree to these terms.
1. What the app is for
We are your bookkeeping firm. The app lets our team see where your books stand, so we can keep them up to date and tell you what needs attention. It works only for our clients.
2. What the app reads
Once a day, the app reads your QuickBooks company and keeps only this summary:
- Your company name.
- The names and types of your bank and credit card accounts.
- The last 4 digits of each bank or card account number, if QuickBooks has one. Never the full number.
- How many transactions were posted in each of the last 13 months.
- How many of those were posted to an "Uncategorized" account.
- The date of the last posted transaction in each bank and card account.
To work out these numbers, the app reads your chart of accounts and your transaction reports. It does not keep the transactions themselves, amounts, customer or vendor names, or attachments.
3. What the app never does
- It never changes anything in QuickBooks. It does not create, edit or delete transactions, accounts or settings, and it does not send or receive payments.
- We never sell your data, and we never share it for advertising or marketing.
QuickBooks shows one permission level for accounting apps, so the Intuit screen asks for access to your accounting data. Our app uses that access only to read.
4. Who may connect
The person who connects must be an admin user of the QuickBooks company (or your accountant with admin rights) and must be allowed to share this information with us for your business.
5. Your right to use the app
While you are our client, we give you a personal, non-transferable right to use the app for your business. You may not copy it, resell it, or try to get into parts of it that are not meant for you.
6. How to disconnect
You can disconnect at any time, in either way:
- In QuickBooks Online, open the Apps area (Settings, then Apps or Manage apps), find Get My Books Right Client Dashboard and choose Disconnect.
- Or email support@getmybooksright.com and we will disconnect it for you.
When you disconnect, the app stops reading at once and we delete the access QuickBooks gave us. We delete the account details we read within 30 days. We keep the monthly counts as part of your bookkeeping history, unless you ask us to delete them. See the QuickBooks data section of our Privacy Policy.
7. Your QuickBooks subscription
You keep your own QuickBooks Online subscription with Intuit, and Intuit's own terms apply to it. We are not Intuit. QuickBooks and Intuit are trademarks of Intuit Inc.
8. No guarantee
The app is provided as it is. The summary can be up to a day old and can differ from what QuickBooks shows. QuickBooks stays the official record of your books. To the fullest extent the law allows, we are not responsible for indirect or lost-profit damages from using the app, or from the app being unavailable. Nothing here limits our duties to you under your bookkeeping agreement with us.
9. Changes to these terms
We may update these terms. The date at the top shows the latest version. If a change is important, we will tell you by email before it applies. If you keep the app connected after that, the new terms apply.
10. Law
These terms are governed by the laws of the State of New Jersey, USA. Any dispute goes to the state or federal courts in New Jersey.
11. Contact us
TAX DRx Financial Corp dba Get My Books Right
support@getmybooksright.com | (877) 908-1040
502 Centennial Ave, Cranford, NJ 07016