Privacy Policy — KBWIM QuickBooks Sync

This Privacy Policy describes how the KBWIM QuickBooks Sync application (the "Application") handles data in the course of synchronizing accounting records between Mirabel Technologies CRM and the QuickBooks Online account of Kates-Boylston Publications.

The Application is not a payment processor. It does not collect, process, transmit, store, or display payment instruments (credit cards, ACH details, etc.) or move any funds. Customer payments are received outside this Application through unrelated channels. The Application only reads records describing already-received payments from Mirabel and writes corresponding accounting entries into QuickBooks Online. The Intuit platform is used solely as an accounting destination, not as a payment service. The Application has no relationship with Intuit Payments Inc.

1. Data accessed

The Application accesses customer records, invoice records, and payment-receipt records belonging to Kates-Boylston Publications, scoped to the "ALL KB Products" business unit within the Mirabel CRM platform. The Application reads this data from Mirabel and creates corresponding accounting entries in the QuickBooks Online account designated by Kates-Boylston Publications. No credit card numbers, bank account numbers, or other payment instrument details are ever accessed, stored, or transmitted.

2. Data storage

The Application does not maintain a long-term store of accounting data. Records pass through the Application during synchronization runs and are not retained after the run completes, with the exception of cross-system identifier mappings (record IDs) required to keep Mirabel and QuickBooks in sync. No data is sold, leased, or otherwise shared with third parties.

3. Data transmission

Data is transmitted over HTTPS between the Application and the Mirabel and QuickBooks APIs. The Application runs in a serverless environment and does not expose any inbound endpoint that accepts data from external parties.

4. Operational reporting

The Application sends operational reports summarizing each synchronization run to a small list of authorized recipients at Kates-Boylston Publications and WSPN. These reports include counts of records processed and any errors encountered. They do not include customer personally identifiable information beyond what is necessary to identify a record that failed to sync, and never include payment instrument data.

5. Access

Operational access to the Application is restricted to authorized personnel of WSPN. The QuickBooks Online connection itself is authorized by an administrator of the Kates-Boylston Publications QuickBooks Online company, and that administrator may revoke the connection at any time from within QuickBooks Online.

6. Retention & deletion

Cross-system identifier mappings persist for the lifetime of the integration. When the integration is decommissioned, the operational state (timestamps, mappings) is deleted. Original accounting data remains in Mirabel and QuickBooks Online and is governed by their respective retention policies.

7. Contact

For questions about this Privacy Policy, or to request information about data the Application has accessed on your behalf, contact songxu@wspnet.com.