Privacy Policy

QuickBooks Online Integration — Last Updated: March 2026

Overview

This privacy policy describes how Clean Incentive, Inc. ("we", "us", "our") collects, uses, and protects data accessed through our QuickBooks Online integration. This integration is an internal tool used exclusively by Clean Incentive for accounting and financial operations.

Data We Access

When you connect your QuickBooks Online account, we access the following categories of data:

• Company Information: Business name, address, fiscal year settings
• Chart of Accounts: Account names, types, and balances
• Transactions: Invoices, bills, payments, deposits, journal entries, and related metadata
• Financial Reports: Profit & Loss, Balance Sheet, General Ledger, and other standard reports
• Contacts: Vendor and customer names, addresses, and contact information

How We Use Your Data

Data accessed from QuickBooks Online is used exclusively for:

• Generating internal financial reports and summaries
• Supporting accounting operations and bookkeeping tasks
• Preparing tax filings and financial statements
• Internal business analysis and decision-making

Data Storage and Security

• Encryption: All data is encrypted in transit (TLS 1.2+) and at rest (AES-256)
• Access Controls: Data access is restricted to authorized Clean Incentive personnel and systems
• Token Storage: OAuth tokens are stored securely using industry-standard secrets management
• Infrastructure: Data is processed on secure servers with appropriate access controls

Data Sharing

We do not sell, rent, or share your QuickBooks data with third parties. Data may be shared only:

• With service providers who assist with our operations (subject to confidentiality agreements)
• When required by law or valid legal process
• With your explicit consent

Data Retention

We retain QuickBooks data for as long as necessary to fulfill the purposes described in this policy, or as required by law. Cached data is refreshed periodically and older copies are deleted.

Your Rights

You may:

• Request information about the data we have accessed
• Disconnect your QuickBooks account at any time (see Disconnect Instructions)
• Request deletion of cached data by contacting us

Contact Us

For questions about this privacy policy or to exercise your rights, contact:

Email: legal@cleanincentive.com

Address: Clean Incentive, Inc., Houston, Texas

Changes to This Policy

We may update this privacy policy from time to time. Material changes will be communicated through appropriate channels.