Executive Reporting Privacy Addendum

Effective November 14, 2026

This addendum applies to Executive Reporting, a private QuickBooks Online financial-reporting application administered by James Barnes. It supplements the information on this website for users of that application. Restaurant dining, ordering and employment services are outside this addendum's scope. Executive Reporting operates independently of Intuit and does not process your data on Intuit's behalf.

Information and purposes

With an authorized QuickBooks user's permission, Executive Reporting reads company identity, account and class information, financial reports, balances and supporting accounting details needed for the selected reports. Returned records may include transaction dates, amounts, types, document identifiers, customer or vendor names, descriptions and memos. OAuth authorization information maintains the authorized connection.

The purpose is agreed household, rental, restaurant or bookkeeping financial reporting, reconciliation support, budgeting and cash analysis. The application is not intended to initiate payments or change accounting transactions. Authorization for one company does not authorize access to another company's data.

Storage and authorized recipients

Google Apps Script runs the integration and stores its configuration and OAuth authorization information. Reports and supporting data are stored in the Google Sheets and Drive files designated for the company. Access is limited to the administrator and the owners, staff or advisers authorized for that company. Request a current destination and recipient list using the contact below.

We do not sell QuickBooks data or use it for advertising. Additional disclosures to service providers are permitted only to directly support the authorized reporting purpose, with the written protections required by the applicable Intuit terms. A company authorization does not override a provider's contractual obligations.

AI-assisted analysis

The reviewed QBO import scripts do not directly call AI APIs. Optional analysis of exported or connected reports through ChatGPT or another AI service is a separate processing step. It requires company authorization, accurate disclosure and provider agreements satisfying the applicable Intuit restrictions before data is shared for that workflow. Where separately authorized, the approved AI provider and product must be identified in the company's reporting authorization.

We prohibit using QuickBooks data, including aggregated, anonymized or transformed data, to train, fine-tune or develop AI or machine-learning models. A no-training setting alone does not establish permission for a provider or workflow. Ordinary analysis is not a license for model development.

Retention, revocation and deletion

We retain data only while necessary for the authorized reporting purpose or for legally required record keeping. On revocation of consent or the end of application use, access and processing must stop immediately. We handle secure deletion upon a user request, or within 30 days of disconnection, the relationship ending, data becoming unnecessary, or termination of the applicable Intuit agreement, subject to legally required record keeping. This includes applicable provider copies within our responsibility; a legal retention exception must be documented and access restricted to that purpose.

Disconnection stops future access; it does not itself delete earlier reports, exports or other retained copies. Deletion requests are handled as a separate coordinated process.

Contact, security and changes

For access, correction, deletion, recipient changes, disconnection, support or security concerns, contact jimbarnesiv@gmail.com and identify the affected company. We verify your authority before acting. Do not send passwords, client secrets, OAuth tokens or financial records in an initial request.

We use OAuth rather than shared QuickBooks passwords and restrict report access. No system guarantees uninterrupted availability or absolute security. Material changes to data uses or recipients require accurate disclosures and any consent or Intuit approval required before implementation.

Application terms | Connect or reconnect | Disconnect or withdraw consent