Privacy Policy

At Send to Sheets, we are committed to protecting your privacy and ensuring the security of your personal and financial data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

1. Information We Collect

1.1 Account Information

• Name and email address
• Account credentials (encrypted)
• User preferences and settings

1.2 Financial Data

• QuickBooks financial reports and data you choose to export
• Company information from your QuickBooks account
• Transaction data necessary for report generation

1.3 Technical Information

• IP address and device information
• Browser type and version
• Usage patterns and service interactions
• Log files and error reports

1.4 OAuth Tokens

• QuickBooks OAuth access tokens
• Google Sheets OAuth access tokens
• Refresh tokens for maintaining connections

2. How We Use Your Information

We use your information to:

• Provide and maintain the Send to Sheets service
• Generate and export financial reports from QuickBooks to Google Sheets
• Authenticate your access to third-party services
• Improve our service functionality and user experience
• Provide customer support and respond to inquiries
• Ensure security and prevent fraud
• Comply with legal obligations

3. Data Sharing and Disclosure

3.1 Third-Party Services

We share data with third-party services only as necessary to provide our service:

• QuickBooks (Intuit): We access your QuickBooks data through their API to generate reports
• Google Sheets: We create and populate spreadsheets in your Google account
• Cloud Infrastructure: We use secure cloud services for hosting and data processing

3.2 We Do NOT Share Your Data With:

• Advertising companies or data brokers
• Marketing companies (except with your explicit consent)
• Any parties for commercial purposes unrelated to our service
• Government agencies (except when legally required)

3.3 Legal Requirements

We may disclose your information when required by law, court order, or to:

• Comply with legal processes
• Protect our rights and property
• Ensure user safety and security
• Investigate fraud or security issues

4. Data Security

We implement industry-standard security measures to protect your data:

• Encryption: All data is encrypted in transit (TLS/SSL) and at rest
• Access Controls: Strict access controls and authentication mechanisms
• OAuth Security: We use OAuth 2.0 for secure third-party integrations
• Regular Audits: Regular security assessments and updates
• Minimal Access: We only access data necessary to provide our service
• Secure Infrastructure: Cloud infrastructure with enterprise-grade security

5. Data Retention

We retain your data only as long as necessary:

• Account Data: Retained while your account is active
• OAuth Tokens: Stored until you disconnect the service
• Usage Logs: Retained for 90 days for security and troubleshooting
• Financial Data: Not permanently stored; accessed only during report generation

6. Your Rights and Choices

6.1 Access and Control

You have the right to:

• Access your personal data we hold
• Correct inaccurate information
• Delete your account and associated data
• Export your data in a portable format
• Restrict or object to data processing

6.2 Third-Party Connections

You can:

• Disconnect QuickBooks or Google Sheets at any time
• Revoke OAuth permissions through your QuickBooks or Google account
• Control which reports and data you choose to export

7. Cookies and Tracking

We use cookies and similar technologies for:

• Session management and authentication
• User preferences and settings
• Security and fraud prevention
• Service functionality and performance

We do not use cookies for advertising or tracking across other websites.

8. International Data Transfers

Your data may be processed in countries other than your residence. We ensure appropriate safeguards are in place for international transfers, including:

• Adequacy decisions by regulatory authorities
• Standard contractual clauses
• Certification schemes and codes of conduct

9. Children's Privacy

Our service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will take steps to delete it promptly.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for legal reasons. We will:

• Post the updated policy on our website
• Update the "Last Updated" date
• Notify users of material changes via email or service notification
• Obtain consent where required by law

11. Compliance

We comply with applicable privacy laws and regulations, including:

• General Data Protection Regulation (GDPR)
• California Consumer Privacy Act (CCPA)
• SOX compliance requirements for financial data
• Industry-specific privacy standards

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your data, please contact us:

13. Data Protection Officer

For GDPR-related inquiries, you may contact our Data Protection Officer: