This Privacy Policy explains how CUSTOM SYSTEMS SOLUTIONS LLC collects, uses, stores, shares, and protects information when users access or use Linkedboard (the "Service"), including when the Service connects with QuickBooks Online through Intuit's developer platform.
We may collect the following categories of information:
Depending on how the Service is configured, we may process business records such as:
If a user connects a QuickBooks Online company to the Service, we may collect or process information made available through the QuickBooks Online API, including:
We only request QuickBooks access scopes that are reasonably necessary for the Service to perform the features requested by the user.
We may collect:
We use collected information to:
We do not sell data or customer accounting data.
When a user authorizes the Service to connect to QuickBooks Online, the Service communicates with Intuit systems using OAuth 2.0. The user may revoke access through Intuit or QuickBooks settings.
QuickBooks data is used only to provide the requested integration features, such as invoice import, invoice export, customer matching, item mapping, payment reconciliation, sync-status tracking, and related support activities.
We do not use QuickBooks data for unrelated advertising. We do not disclose QuickBooks data except as described in this Privacy Policy, as directed by the user, as required to provide the Service, or as required by law.
Where applicable, we process information for the following business purposes:
We may share information with:
Vendors and contractors that help us provide the Service, including hosting providers, database providers, analytics providers, customer-support tools, payment processors, email providers, security providers, and infrastructure vendors. These providers are authorized to use information only as necessary to provide services to us and must protect the information appropriately.
When the user authorizes a QuickBooks Online connection, information may be exchanged with Intuit and QuickBooks as necessary to provide the integration.
We may share information when a user or customer directs us to do so, including by enabling integrations, exports, reports, or administrative access.
We may disclose information if required to comply with law, regulation, subpoena, court order, legal process, governmental request, or to protect rights, property, safety, security, and integrity.
Information may be transferred in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, subject to appropriate protections.
We retain information only for as long as reasonably necessary to provide the Service, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business purposes.
QuickBooks OAuth tokens are retained only while needed to maintain an authorized connection. If a user disconnects QuickBooks, we will stop using the authorization tokens and may delete or deactivate them according to our retention practices, unless retention is required for legal, accounting, security, audit, backup, or dispute-resolution purposes.
We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, loss, misuse, alteration, and disclosure. These safeguards may include:
No system can be guaranteed completely secure. Users are responsible for maintaining the confidentiality of their account credentials and for controlling access to their own systems and devices.
Users may be able to:
Requests may be subject to identity verification, legal exceptions, contractual obligations, accounting requirements, and technical limitations.
Depending on where a user resides and whether applicable thresholds are met, U.S. state privacy laws may provide rights to:
We do not sell personal information.
For California residents, this section supplements the rest of this Privacy Policy. Categories of personal information we may collect include identifiers, commercial information, internet or network activity, professional or employment-related information, and inferences or account-related metadata. We collect and use this information for the purposes described above.
We do not knowingly sell personal information. We do not knowingly share personal information for cross-context behavioral advertising unless separately disclosed and accompanied by required opt-out rights. California residents may request access, correction, deletion, portability, and information about data practices by contacting us.
The Service is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will take reasonable steps to delete it.
The Service is operated from the United States. If users access the Service from outside the United States, information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate.
The Service may contain links to or integrations with third-party services, including Intuit and QuickBooks. Third-party services are governed by their own privacy policies and terms. We are not responsible for third-party privacy or security practices.
We may update this Privacy Policy from time to time. The updated version will be identified by an updated effective date. Material changes may be communicated through the Service, by email, or by other legally appropriate means.
Privacy questions or requests may be sent to:
CUSTOM SYSTEMS SOLUTIONS LLC
Email: contact@csystemsolutions.com