This Privacy Policy explains how this app collects, uses, and protects information when connecting business workflows with QuickBooks Online and related tools.

Information We Collect

- Name

- Email address

- Phone number

- Service/session details

- Invoice and payment-related details

How We Use Information

- Creating and updating records in connected systems

- Automating internal operations and reminders

- Supporting invoicing and accounting processes

Data Sharing

We do not sell personal data.

We only share data with approved connected services required to perform requested workflow actions (for example, QuickBooks Online and approved automation tools).

Data Retention

Data is retained only as long as needed for business operations, accounting, legal requirements, and recordkeeping.

Security

We use reasonable technical and organizational safeguards to protect account data and credentials.

Your Rights / Contact

For privacy requests, contact: [your-email@domain.com]

Changes to This Policy

We may update this policy from time to time. Updates will be posted on this page with a revised date.

Last Updated: 03/12/2026