Privacy Policy

Welcome to MyBookees. Your privacy and the security of your personal information are of paramount importance to us. This Privacy Policy outlines our practices regarding the collection, use, and safeguarding of your personal data.

Collection of Personal Information: We collect personal information in several ways:

  • Contact Form: When you fill out our contact form, we collect your name, email, phone number, and the purpose of your contact to assist you effectively.
  • Account Registration: Upon registering for an account, your email is collected to set up your login credentials, allowing you access to your account details, including billing information.

Use of Personal Information: The information we collect is used exclusively for the following purposes:

  • To provide you with the services or information you have requested.
  • To improve our website and services by understanding your needs and preferences.
  • To communicate with you about your account or any inquiries you make.

Data Sharing and Disclosure: We respect your privacy and do not sell, rent, or trade your personal information to third parties. Personal data may only be shared with third parties in the following scenarios:

  • With service providers who assist in our business operations under confidentiality agreements.
  • When required by law, such as in response to legal processes.

Data Security: We implement a variety of security measures to maintain the safety of your personal information. These measures include advanced encryption and physical security measures to guard against unauthorized access to systems where we store personal data.

Cookies and Tracking Technologies: We may use cookies and similar tracking technologies to enhance your experience on our website. For more detailed information, please refer to our “About Cookies” section.

Your Rights and Choices: You have certain rights regarding the personal information we hold about you, including the right to access, correct, or delete your data. For more information on these rights and how to exercise them, please see our “Accessibility” section.

Updates to this Policy: This Privacy Policy may be updated periodically to reflect changes in our practices or legal obligations. We will notify you of any significant changes through our website.

Contact Us: For any questions or concerns about this Privacy Policy or our data practices, please contact us through the methods provided on our website.

Your trust is important to us, and we are committed to protecting your personal information and ensuring your experience with MyBookees is secure and enjoyable.

QuickBooks Online Integration

Last Updated: May 5, 2026

Our application integrates with QuickBooks Online (QBO), a service provided by Intuit Inc. When you connect your QuickBooks account to our application, we access certain data from your QuickBooks company file to provide our services. This section outlines how we handle your QuickBooks data.

Data We Access from QuickBooks: When you connect your QuickBooks Online account, we access the following types of data:

  • Customer Information: Names, contact details, and outstanding balances.
  • Invoice Data: Invoice amounts, dates, status, and line items.
  • Payment Records: Payment amounts, dates, and methods.
  • Accounts Receivable: AR balances and aging information.
  • Company Profile: Basic company information from your QuickBooks file.
  • Chart of Accounts: Read-only access to your account structure.

How We Use Your QuickBooks Data: The data we access is used exclusively for the following purposes:

  • To display Accounts Receivable dashboards and reports for your business.
  • To provide aging analysis and customer balance summaries.
  • To generate analytics and business intelligence insights.
  • To enable automated reporting workflows that you configure.

Data Storage and Security: Your QuickBooks data is protected with enterprise-grade security measures:

  • Data is stored securely in Microsoft Azure (Azure Data Lake and Azure SQL Database).
  • All data is encrypted in transit using TLS 1.2 or higher.
  • All data is encrypted at rest using AES-256 encryption.
  • Access is restricted to authorized personnel only through role-based access controls (RBAC).
  • Authentication credentials are stored securely in Azure Key Vault.
  • We do NOT sell, rent, or share your QuickBooks data with any third parties for marketing purposes.

Data Retention: We retain your QuickBooks data only as long as necessary:

  • Active data is retained as long as your account remains active.
  • Upon disconnection of your QuickBooks account, data is deleted within 30 days, unless you request earlier deletion.
  • Backup data is purged within 90 days of account disconnection.

Your Control Over QuickBooks Data: You have full control over your data at all times:

  • You may disconnect QuickBooks at any time through your QuickBooks account under "Apps" / "My Apps".
  • You may request data deletion by emailing support@mybookees.com.
  • You may request a copy of your data at any time by emailing support@mybookees.com.
  • You may revoke access permissions through your QuickBooks Online account settings.

Third-Party Services: To provide our services, we use the following sub-processors:

  • Microsoft Azure: Cloud hosting, storage, and data processing infrastructure.
  • Intuit Inc.: QuickBooks Online data source and authentication provider.

Compliance with Intuit Policies: Our use of QuickBooks data complies with Intuit's Developer Terms of Service and API usage policies. We access only the minimum data necessary to provide our services and never use your data in ways that violate Intuit's terms or your trust.

Updates to QuickBooks Integration Terms: We may update this section to reflect changes in our QuickBooks integration practices, security measures, or legal obligations. Any significant changes will be communicated through our website or via email to active users.

By connecting your QuickBooks account to MyBookees, you acknowledge that you have read and understood this section of our Privacy Policy and consent to the data practices described herein.

Contact Us About QuickBooks Integration: If you have any questions, concerns, or requests regarding our QuickBooks integration or your data, please contact us at:

We are committed to responding to all privacy-related inquiries in a timely manner.