END USER LICENSE AGREEMENT AND TERMS OF SERVICE

END USER LICENSE AGREEMENT AND TERMS OF SERVICE

Effective Date: August 6, 2026
Application: [APP NAME]
Provider: [COMPANY LEGAL NAME]

This End User License Agreement and Terms of Service (“Agreement”) is a legal agreement between you and [COMPANY LEGAL NAME], a [STATE AND ENTITY TYPE], doing business as [DBA, IF APPLICABLE] (“Company,” “we,” “us,” or “our”).

This Agreement governs your access to and use of [APP NAME], including its website, software, QuickBooks integration, application programming interfaces, and related services collectively referred to as the “Service.”

By creating an account, connecting a QuickBooks company, authorizing access to QuickBooks data, or otherwise using the Service, you agree to this Agreement. If you do not agree, do not use the Service or connect it to QuickBooks.

1. Description of the Service

The Service is designed to automate accounting workflows by synchronizing authorized transactions and related customer and vendor information with QuickBooks Online.

Depending on the configuration selected by the user, the Service may:

  • Retrieve authorized customer and vendor records from QuickBooks;

  • Create, update, import, export, or synchronize accounting transactions;

  • Match transactions with customer or vendor records;

  • Identify synchronization errors or duplicate records;

  • Maintain synchronization status and history;

  • Perform other accounting workflow automations authorized by the user.

The Service is an automation tool. It is not an accounting firm, bookkeeping firm, financial adviser, tax adviser, law firm, bank, or payment processor.

2. Eligibility and Authority

You must be at least 18 years old and legally capable of entering into this Agreement.

When using the Service on behalf of a company or other organization, you represent that:

  1. You are authorized to bind that organization to this Agreement;

  2. You are authorized to access and use the connected QuickBooks company;

  3. You have authority to permit the Service to access and process the applicable customer, vendor, and transaction data; and

  4. Your use of the Service complies with your organization’s policies and applicable law.

In that situation, “you” includes both you and the organization you represent.

3. QuickBooks Authorization

The Service connects to QuickBooks using Intuit’s authorization process. You determine whether to connect a QuickBooks company and authorize the categories of data made available through that connection.

You may revoke the Service’s QuickBooks access by:

  • Disconnecting the integration through the Service;

  • Disconnecting the application through your QuickBooks account;

  • Revoking the applicable Intuit authorization; or

  • Contacting us at [SUPPORT EMAIL].

Disconnecting the Service stops future access to the connected QuickBooks company after the authorization is revoked. Disconnecting does not automatically reverse transactions that were previously created, changed, or synchronized in QuickBooks.

You are responsible for reviewing your QuickBooks records and correcting or reversing transactions when necessary.

4. License Grant

Subject to this Agreement, we grant you a limited, nonexclusive, nontransferable, nonsublicensable, and revocable license to access and use the Service for your internal business purposes.

This license does not transfer ownership of the Service or any related intellectual property to you.

5. Account Security

You are responsible for:

  • Keeping your Service account credentials secure;

  • Restricting access to authorized personnel;

  • Maintaining accurate account information;

  • Promptly notifying us of suspected unauthorized access;

  • Reviewing the permissions granted to users and connected systems; and

  • Ensuring that former employees and unauthorized users no longer have access.

You are responsible for activity performed through your account unless caused directly by our failure to maintain reasonable security safeguards.

6. Your Data

“You Data” means information submitted to the Service by you or accessed from QuickBooks or another system at your direction.

As between you and the Company, you retain your rights in Your Data.

You grant us a limited right to access, host, transmit, process, reproduce, and modify Your Data only as reasonably necessary to:

  • Provide and maintain the Service;

  • Perform the requested synchronization and automation;

  • Prevent fraud, misuse, or security incidents;

  • Diagnose technical problems;

  • Provide customer support;

  • Comply with applicable law; and

  • Enforce this Agreement.

You represent that you have all permissions and lawful authority needed for us to process Your Data as described in this Agreement and our Privacy Policy.

7. Customer and Vendor Information

The Service may process information concerning your customers and vendors, including names, company names, contact information, billing or shipping information, account identifiers, payment terms, balances, transaction associations, and related accounting records.

You are responsible for:

  • Providing any notices required to your customers and vendors;

  • Obtaining any legally required permissions;

  • Limiting the data supplied to information reasonably necessary for the workflow;

  • Ensuring that the information is accurate and lawfully collected; and

  • Responding to privacy requests involving data for which you are the responsible business or controller.

Unless separately agreed in writing, you remain responsible for determining the purposes for which customer and vendor data is processed.

8. Acceptable Use

You may not:

  1. Use the Service for an unlawful, fraudulent, deceptive, or abusive purpose;

  2. Access a QuickBooks company or other account without authorization;

  3. Upload or synchronize information that you have no right to use;

  4. Attempt to bypass authentication, permissions, usage limits, or security controls;

  5. Probe, scan, or test the vulnerability of the Service without written authorization;

  6. Introduce malware, ransomware, malicious code, or destructive content;

  7. Interfere with the operation of the Service or another user’s access;

  8. Reverse engineer, decompile, or attempt to discover the Service’s source code, except where applicable law expressly permits it;

  9. Copy, resell, sublicense, or commercially exploit the Service except as expressly authorized;

  10. Use the Service to create a competing product through unauthorized access to our proprietary technology;

  11. Use automated methods to access the Service except through interfaces we provide;

  12. Collect or process sensitive personal information that the Service is not designed to handle; or

  13. Use the Service in a manner that violates Intuit’s terms, policies, or technical requirements.

9. Accuracy and Review of Synchronized Data

Automated synchronization can be affected by inaccurate source data, duplicate records, mapping choices, tax settings, accounting configurations, network failures, third-party outages, API limitations, or user error.

You are responsible for:

  • Reviewing synchronized transactions;

  • Confirming customer and vendor mappings;

  • Verifying account classifications;

  • Confirming tax treatment;

  • Maintaining appropriate backups and audit records;

  • Reconciling your accounts; and

  • Obtaining professional accounting or tax advice when appropriate.

We do not guarantee that every transaction will be synchronized without interruption, duplication, delay, omission, or error.

10. Third-Party Services and Intuit

The Service interoperates with QuickBooks and services provided by Intuit Inc. or its affiliates.

The Company is an independent third-party developer. Unless expressly stated otherwise, the Service is not owned, operated, sponsored, certified, or endorsed by Intuit.

Your use of QuickBooks remains subject to Intuit’s agreements and privacy practices. We do not control QuickBooks, Intuit’s APIs, or other third-party services and are not responsible for changes, outages, limitations, suspensions, or actions involving those services.

Intuit may change or discontinue an API, permission, feature, or integration requirement. Such changes may affect the Service’s functionality.

11. Fees and Payment

Your use of the Service may be subject to fees described in an order form, subscription page, invoice, or separate agreement.

Unless otherwise stated:

  • Fees are charged in advance;

  • Fees are quoted in United States dollars;

  • You are responsible for applicable taxes;

  • Fees are nonrefundable except where required by law or expressly agreed in writing; and

  • Failure to pay may result in suspension or termination.

QuickBooks subscriptions and other third-party charges are separate from fees charged for the Service.

12. Service Availability and Changes

We may update, modify, improve, restrict, or discontinue portions of the Service.

We do not guarantee uninterrupted or error-free operation. Temporary interruptions may occur because of maintenance, security concerns, third-party outages, Internet failures, API limitations, or circumstances beyond our reasonable control.

We will use commercially reasonable efforts to provide notice of material changes when practical.

13. Support

Support is available through:

Email: [SUPPORT EMAIL]
Website: [SUPPORT URL]
Support Hours: [SUPPORT HOURS AND TIME ZONE]

Support response times are estimates unless a separate written service-level agreement applies.

14. Intellectual Property

The Service, including its software, workflows, documentation, design, branding, interfaces, and proprietary technology, is owned by the Company or its licensors and is protected by intellectual-property laws.

QuickBooks, Intuit, and related names and logos belong to Intuit or its licensors. Other third-party names and marks belong to their respective owners.

No rights are granted except those expressly stated in this Agreement.

15. Feedback

When you voluntarily provide suggestions, ideas, or feedback concerning the Service, you grant us a perpetual, worldwide, irrevocable, royalty-free right to use that feedback without restriction or compensation.

This section does not grant us ownership of Your Data.

16. Confidentiality

Each party may receive nonpublic information from the other party that is identified as confidential or that reasonably should be understood as confidential.

The receiving party will:

  • Use confidential information only for purposes related to the Service;

  • Protect it using reasonable safeguards; and

  • Disclose it only to personnel and service providers who need it and are subject to confidentiality obligations.

Confidential information does not include information that is publicly available without breach, independently developed, rightfully received from another source, or already known without a confidentiality obligation.

Required legal disclosures may be made when permitted by law and, when legally allowed, after reasonable notice to the other party.

17. Privacy

Our collection and processing of personal information is described in the [APP NAME] Privacy Policy, available at:

[PRIVACY POLICY URL]

The Privacy Policy is incorporated into this Agreement by reference.

18. Suspension and Termination

You may stop using the Service at any time and may disconnect your QuickBooks company.

We may suspend or terminate access when reasonably necessary because of:

  • A material violation of this Agreement;

  • Unauthorized or unlawful activity;

  • A security threat;

  • Nonpayment;

  • A legal or regulatory requirement;

  • A request from Intuit or another integrated provider;

  • Conduct that threatens the Service or other users; or

  • Discontinuation of the Service.

Where practical, we will provide notice and an opportunity to correct the issue.

Upon termination:

  • Your license to use the Service ends;

  • Future synchronization stops;

  • You remain responsible for unpaid fees;

  • Previously synchronized records may remain in QuickBooks;

  • Data will be handled under our Privacy Policy and retention practices; and

  • Provisions intended to survive termination will remain effective.

19. Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.”

WE DISCLAIM ALL EXPRESS, IMPLIED, AND STATUTORY WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, AND ERROR-FREE OPERATION.

WE DO NOT WARRANT THAT:

  • THE SERVICE WILL MEET EVERY ACCOUNTING OR BUSINESS REQUIREMENT;

  • EVERY TRANSACTION WILL SYNCHRONIZE CORRECTLY;

  • THE SERVICE WILL BE UNINTERRUPTED OR SECURE;

  • ERRORS WILL ALWAYS BE CORRECTED; OR

  • THE SERVICE WILL PRODUCE A PARTICULAR FINANCIAL, TAX, OR BUSINESS RESULT.

Nothing in this Agreement excludes a warranty that cannot legally be excluded.

20. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE COMPANY AND ITS OWNERS, EMPLOYEES, CONTRACTORS, AFFILIATES, AND LICENSORS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES.

THIS EXCLUSION INCLUDES LOST PROFITS, LOST REVENUE, LOST BUSINESS, LOSS OF GOODWILL, LOSS OR CORRUPTION OF DATA, ACCOUNTING ERRORS, TAX PENALTIES, OR INTERRUPTION OF OPERATIONS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY ARISING OUT OF OR RELATED TO THE SERVICE WILL NOT EXCEED THE GREATER OF:

  1. The amount you paid us for the Service during the six months preceding the event giving rise to the claim; or

  2. One hundred United States dollars.

These limitations apply regardless of the legal theory and even when advised that damages were possible. They do not apply where liability cannot legally be limited.

21. Indemnification

To the extent permitted by law, you agree to defend, indemnify, and hold harmless the Company and its owners, officers, employees, contractors, affiliates, and licensors from claims, damages, penalties, liabilities, and reasonable legal expenses arising from:

  • Your unlawful or unauthorized use of the Service;

  • Your violation of this Agreement;

  • Your violation of another person’s rights;

  • Your Data;

  • Your failure to obtain required permissions;

  • Your accounting, tax, or business decisions; or

  • Actions performed through your account.

We will provide reasonable notice of a covered claim and allow you to control the defense, provided that you may not settle a claim in a way that admits wrongdoing by us or imposes obligations on us without our written consent.

22. Governing Law and Disputes

This Agreement is governed by the laws of the State of Utah, without regard to conflict-of-law principles.

Any legal action arising from this Agreement or the Service must be brought in a state or federal court with jurisdiction in Utah. Each party consents to the personal jurisdiction of those courts.

Before filing a lawsuit, the parties agree to attempt in good faith to resolve the dispute informally for at least 30 days after written notice, unless immediate injunctive relief is reasonably necessary.

23. Export and Sanctions Compliance

You may not use or export the Service in violation of United States export-control, sanctions, or trade laws.

You represent that you are not prohibited from using the Service under applicable trade restrictions.

24. Changes to This Agreement

We may update this Agreement to reflect changes to the Service, law, security requirements, or business practices.

The revised Agreement will identify a new effective date. When a change materially affects your rights, we will provide reasonable notice through the Service, by email, or through another appropriate method.

Continued use after the revised Agreement becomes effective constitutes acceptance of the revised Agreement to the extent permitted by law.

25. General Terms

This Agreement and documents incorporated by reference constitute the entire agreement concerning the Service unless a separate written agreement applies.

If a provision is unenforceable, it will be modified to the minimum extent necessary, and the remaining provisions will continue in effect.

Failure to enforce a provision is not a waiver.

You may not assign this Agreement without our written consent. We may assign it in connection with a merger, acquisition, corporate reorganization, sale of assets, or operation of law.

Neither party is liable for a delay caused by circumstances beyond its reasonable control, except for payment obligations.

Headings are for convenience and do not affect interpretation.

26. Contact Information

Questions concerning this Agreement may be sent to:

[COMPANY LEGAL NAME]
[MAILING ADDRESS]
[CITY, STATE ZIP CODE]
United States

Email: [LEGAL OR SUPPORT EMAIL]
Telephone: [PHONE NUMBER]
Website: [WEBSITE URL]