Effective Date: May 22, 2025
App Name: QuickBooks AI Chat Assistant
Developer: Hesed Home Care LLC dba Colorado CareAssist
Platform: Integrated with QuickBooks Online via Intuit Developer API
Distribution: Internal use only (not publicly available)
1. Acceptance of Terms
By using or authorizing access to the QuickBooks AI Chat Assistant, you agree to the terms outlined below. If you do not agree, do not use the app or grant access to your QuickBooks data.
2. Data Access and Use
This app accesses specific financial data from your QuickBooks Online account, including:
- Company settings
- Transactions (invoices, expenses, bills, payments)
- Vendors, customers, and chart of accounts
- Financial reports (e.g., P&L, balance sheet)
The data is used solely to power internal features such as:
- Transaction categorization
- Report summarization
- Reconciliation assistance
- Conversational finance insights
No edits or changes are made to QuickBooks data unless explicitly initiated by the user.
3. Data Storage
No QuickBooks data is stored.
All processing occurs in real-time via secure API calls. No data is saved, exported, or retained outside of the user session.
4. Internal Use Statement
This application is for internal business use only by authorized personnel of [Your Legal Business Name]. It is not distributed to the public and is not intended for resale or external access.
5. User Responsibility
Users are responsible for reviewing all suggestions, categorizations, or summaries. This tool does not replace the review or judgment of a qualified accountant or bookkeeper.
6. Security
All API communication is encrypted and uses OAuth2 per Intuit’s data security standards. This app does not share or expose any data to third parties.
7. Revoking Access
QuickBooks Online access can be revoked at any time via:
https://accounts.intuit.com/ → Connected Apps section.
8. Contact
For questions or internal support, contact:
📧 office@coloradocareassist.com
🏢 Hesed Home Care LLC dba Colorado CareAssist