PRIVACY POLICY

 

Effective Date: July 16, 2026

This Privacy Policy explains how Delightful Gardens Landscape Company, Inc. (“Company,” “we,” “us,” or “our”) collects, accesses, uses, stores, shares, and deletes information in connection with [APP NAME], including its QuickBooks bulk-editing tools, estimate export and import tools, related interfaces, and associated services (collectively, the “Application”).

The Application is intended primarily for authorized business users and is not intended for personal or household use.

1. Scope

This Privacy Policy applies to information processed through the Application.

It does not replace the privacy policies or terms of Intuit, QuickBooks, Microsoft, Google, hosting providers, spreadsheet applications, or other third-party products that may be used with the Application.

Intuit independently processes information under its own terms and privacy statement. We process information for the purposes of providing the Application and do not process QuickBooks information on Intuit’s behalf.

2. Information We Collect or Access

Because the Application may access most categories of information contained in a connected QuickBooks company, the specific information processed depends on:

  • The QuickBooks records available in the connected company;

  • The permissions granted by the QuickBooks administrator;

  • The Application feature being used; and

  • The records selected by the user.

A. QuickBooks company information

The Application may access or process:

  • Company name, address, contact details, preferences, and company identifiers;

  • Chart-of-accounts information;

  • Customers and customer contact information;

  • Vendors and vendor contact information;

  • Employees, contractors, and related business records;

  • Estimates, invoices, sales receipts, credit memos, purchase orders, bills, checks, deposits, payments, journal entries, and other transactions;

  • Transaction dates, reference numbers, descriptions, quantities, rates, amounts, account classifications, and payment status;

  • Products, services, inventory items, non-inventory items, and item descriptions;

  • Cost, pricing, markup, margin, labor-hour, and profitability information;

  • Time activities and billable-status information;

  • Tax-related transaction information;

  • Classes, departments, locations, projects, jobs, and other tracking fields;

  • Attachments or notes where supported and intentionally accessed;

  • Audit, synchronization, or record-identification information; and

  • Other accounting or operational information available through the QuickBooks Online APIs.

The Application does not necessarily access every listed category during every use.

B. Authorization and connection information

When a QuickBooks company is connected, we may process:

  • QuickBooks company or realm identifiers;

  • Authorization status;

  • Access and refresh tokens;

  • Token expiration information;

  • Requested permission scopes; and

  • Technical information necessary to establish and maintain the connection.

We do not request that users provide their Intuit password directly to the Application. Intuit handles the QuickBooks authorization process.

C. Information supplied by users

We may process information users enter, upload, select, edit, or import, including:

  • Spreadsheet files;

  • Estimate and line-item updates;

  • Labor hours;

  • Cost and markup information;

  • Customer, item, or transaction corrections;

  • Instructions for bulk changes;

  • Search and filtering criteria; and

  • Support requests and correspondence.

D. Technical and security information

We may collect limited technical information needed to operate and protect the Application, such as:

  • Date and time of access;

  • Application errors;

  • API request status;

  • Authentication or connection events;

  • Feature usage;

  • Browser, device, operating-system, or network information;

  • Security alerts; and

  • Diagnostic logs.

We seek to limit diagnostic information to what is reasonably necessary for security, troubleshooting, and support.

3. How We Use Information

We use information processed through the Application to:

  1. Authenticate users and connect authorized QuickBooks companies;

  2. Retrieve and display QuickBooks records;

  3. Export estimates, line items, and related information;

  4. Import user-approved information into QuickBooks;

  5. Perform bulk edits or updates requested by an authorized user;

  6. Calculate labor hours, costs, markup, margin, profitability, sales-per-hour, profit-per-hour, or similar business metrics;

  7. Generate spreadsheets, reports, summaries, or operational information;

  8. Confirm, synchronize, and troubleshoot Application operations;

  9. Detect unauthorized access, fraud, misuse, or security threats;

  10. Maintain, test, improve, and support the Application;

  11. Respond to support requests;

  12. Enforce our agreements and internal policies; and

  13. Comply with legal, regulatory, accounting, audit, or security obligations.

We will not use QuickBooks information for materially different purposes without providing appropriate notice and obtaining authorization where required.

4. Instructions and Automated Changes

The Application processes accounting information based on actions selected or approved by an authorized user.

For example, when a user submits a bulk update, the Application may use selected QuickBooks information to identify records and submit the requested changes through the QuickBooks API.

The Application does not independently determine that an accounting record should be modified unless that operation has been configured or initiated by an authorized user.

Users are responsible for reviewing the scope and accuracy of requested changes.

5. How We Share Information

We do not sell QuickBooks information or personal information.

We do not share QuickBooks information for third-party advertising, cross-context behavioral advertising, data brokerage, or unrelated marketing.

We may disclose information in the following limited circumstances.

A. Intuit and QuickBooks

Information is transmitted to and from Intuit as necessary to authenticate users and perform authorized QuickBooks operations.

Intuit independently controls its systems and processes information under its own agreements and privacy practices.

B. Service providers

We may use service providers for functions such as:

  • Application hosting;

  • Databases or file storage;

  • Security monitoring;

  • Error reporting;

  • Email or support services;

  • Infrastructure management; and

  • Backup and disaster recovery.

Service providers may process information only as reasonably necessary to perform services for us and are expected to protect the information they receive.

Current service providers: [LIST HOSTING, DATABASE, EMAIL, ANALYTICS, OR OTHER PROVIDERS, OR STATE “None other than Intuit at this time.”]

C. Authorized organization personnel

Information may be available to authorized employees, managers, administrators, accountants, contractors, or other representatives of the organization that owns or controls the connected QuickBooks company.

D. Legal and security disclosures

We may disclose information when reasonably necessary to:

  • Comply with applicable law, legal process, court orders, or governmental requests;

  • Protect the security or integrity of the Application;

  • Investigate fraud, misuse, unauthorized access, or security incidents;

  • Protect the rights, property, or safety of users, the Company, or others; or

  • Establish, exercise, or defend legal claims.

E. Business transfers

Information may be transferred as part of a merger, acquisition, reorganization, financing, sale of assets, or transfer of the Application, subject to appropriate confidentiality and data-protection obligations.

6. Data Storage

The Application may temporarily or persistently store limited information required to:

  • Maintain the QuickBooks connection;

  • Complete requested operations;

  • Prevent duplicate or incomplete processing;

  • Generate exports;

  • Maintain security and diagnostic records;

  • Troubleshoot errors; and

  • Satisfy authorized business or legal record-retention requirements.

Depending on the Application’s configuration, QuickBooks records may be processed temporarily in application memory, stored in a database, included in an exported file, or retained in technical logs.

Application hosting location: [HOSTING LOCATION OR “United States”]Primary hosting provider: [PROVIDER]Primary database or storage provider: [PROVIDER OR “Not applicable”]

Files downloaded or saved by a user are controlled by that user and the user’s organization after download.

7. Data Retention

We retain information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including operation, security, troubleshooting, accounting, audit, dispute resolution, and legal compliance.

Our intended retention periods are:

  • QuickBooks authentication tokens: Until the connection is revoked, expires, or is no longer needed;

  • Temporary QuickBooks API data: [INSERT PERIOD, SUCH AS “Deleted after completion of the operation or within 30 days”];

  • Uploaded import files: [INSERT PERIOD];

  • Generated export files stored by the Application: [INSERT PERIOD OR “Not retained after download”];

  • Application logs: [INSERT PERIOD, SUCH AS 30, 60, OR 90 DAYS];

  • Support communications: For as long as reasonably necessary to resolve and document the issue;

  • Information required by law: For the period required by the applicable obligation.

We may retain aggregated or de-identified information that cannot reasonably be linked to a particular person or QuickBooks company.

8. Disconnecting QuickBooks and Deleting Information

A QuickBooks administrator may revoke the Application’s access through Intuit or QuickBooks account settings.

Users may also request disconnection or deletion by contacting us at [PRIVACY EMAIL].

When authorization is revoked or the Application is no longer used, we will:

  1. Stop requesting new information from the connected QuickBooks company;

  2. Disable the applicable connection credentials;

  3. Delete or securely dispose of stored QuickBooks information that is no longer needed; and

  4. Retain information only when required for legitimate security, accounting, legal, or record-retention obligations.

Information contained in routine backups may remain until the applicable backup is overwritten or securely expired, provided that the backup is protected and is not restored for ordinary business use.

Files previously downloaded, emailed, copied, or saved outside the Application must be deleted by the user or organization controlling those copies.

To request deletion, include the connected company name and sufficient information for us to identify the relevant Application connection. Do not send QuickBooks passwords, access tokens, Social Security numbers, bank-account numbers, or other unnecessary sensitive information by email.

9. Security

We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, loss, and disclosure.

Safeguards may include:

  • Restricted user permissions;

  • Authentication and authorization controls;

  • Secure network connections;

  • Credential and token-management procedures;

  • Software updates and security patches;

  • Logging and monitoring;

  • Access revocation procedures;

  • Secure deletion procedures; and

  • Incident-response measures.

No system is completely secure. We cannot guarantee that information will never be accessed, altered, lost, or disclosed without authorization.

Users must also protect their devices, passwords, downloaded files, spreadsheets, email accounts, and QuickBooks permissions.

10. Security Incidents

If we discover a security incident involving information processed through the Application, we will investigate and take reasonable steps to contain, remediate, and document the incident.

Where required, we will notify affected organizations, individuals, Intuit, regulators, or other appropriate parties in accordance with applicable contractual and legal obligations.

Users should report suspected incidents promptly to [SECURITY EMAIL].

11. User and Organization Choices

Authorized users or QuickBooks administrators may be able to:

  • Choose which QuickBooks company to connect;

  • Control the QuickBooks permissions assigned to each user;

  • Decide which records to export, import, or modify;

  • Review changes before submission;

  • Revoke the Application’s QuickBooks access;

  • Request correction or deletion of information stored by the Application; and

  • Stop using the Application.

Some requests may be limited by accounting, employment, tax, security, audit, or legal record-retention requirements.

12. Personal Information Rights

Depending on applicable law, an individual may have rights concerning personal information maintained through the Application, such as the right to request access, correction, deletion, or a copy of certain information.

Because most information processed by the Application belongs to or is controlled by the connected business, requests concerning QuickBooks records should generally be directed first to the organization that controls the connected QuickBooks company.

Requests concerning information controlled directly by the Company may be submitted to [PRIVACY EMAIL].

We may need to verify the requester’s identity and authority before responding.

13. Employee, Contractor, Customer, and Vendor Information

QuickBooks records may contain information about employees, contractors, customers, vendors, and other business contacts.

The organization controlling the connected QuickBooks company is responsible for:

  • Determining whether it has authority to process that information;

  • Providing legally required notices;

  • Assigning appropriate user permissions;

  • Limiting access to personnel with a business need;

  • Maintaining accurate records; and

  • Responding to requests from individuals whose information appears in its records.

14. Children’s Privacy

The Application is intended for business use and is not directed to children.

We do not knowingly permit children under 13 to create accounts or connect QuickBooks companies through the Application.

15. Data Sales and Advertising

We do not:

  • Sell QuickBooks information;

  • Sell personal information processed through the Application;

  • Use QuickBooks information for targeted advertising;

  • Permit unrelated third parties to advertise through the Application; or

  • Combine one company’s identifiable QuickBooks information with another company’s information to create commercial profiles.

16. Changes to This Privacy Policy

We may update this Privacy Policy when the Application, our data practices, Intuit’s requirements, or applicable law changes.

The updated version will be posted at [PRIVACY POLICY URL], and the effective date will be revised.

Where required, we will provide additional notice or obtain authorization before applying a material change to previously collected information.

17. Contact Us

Questions, requests, or complaints concerning this Privacy Policy may be submitted to:

Delightful Gardens Landscape Company, Inc.
Attn: Privacy
[MAILING ADDRESS][PRIVACY EMAIL][PHONE NUMBER][WEBSITE URL]

Security issues should be reported to:

[SECURITY EMAIL]