Executive Reporting Terms Addendum

Effective November 14, 2026

This addendum governs use of Executive Reporting, the private QuickBooks Online financial-reporting application administered by James Barnes. It adds application-specific terms to the information on this website. Your separate bookkeeping or services engagement, if any, continues to govern commercial scope and fees. This addendum does not create a new subscription or change those fees.

Authorized reporting

You must have authority to authorize the selected QuickBooks company and identify the reports, destinations and recipients permitted for it. Authorization uses Intuit's OAuth consent flow. Do not give the administrator your QuickBooks password or send API keys or tokens. Access for one company does not authorize another company's data.

Executive Reporting reads accounting information and produces agreed reports for household, rental, restaurant or bookkeeping purposes. It is not intended to initiate payments or change accounting transactions. Reports depend on source records, refresh timing and mapping; review them before making business decisions. Technical support does not authorize changes to accounting records or business-reporting logic outside the separately agreed scope.

Data protection and AI restrictions

The Executive Reporting Privacy Addendum describes data categories, storage, authorized recipients, retention and deletion. We operate independently of Intuit and do not process your data on Intuit's behalf.

QuickBooks data, including aggregated, anonymized or transformed data, must not be used to train, fine-tune or develop AI or machine-learning models. Optional AI-assisted report analysis requires a separately authorized workflow and provider agreements satisfying applicable Intuit restrictions. A no-training setting or a user's consent alone does not override those restrictions.

Revocation and support

You may revoke authorization or end application use at any time. Access and processing must stop immediately on revocation or cessation of use. Previously stored information is handled under the privacy addendum's deletion requirements, subject to legally required record keeping. Disconnection and deletion are separate steps.

Intuit's own terms continue to apply to QuickBooks and its authorization services. Nothing in this addendum grants rights that Intuit withholds or changes a separate services agreement without the parties' agreement.

For application support, privacy requests or recipient changes, contact jimbarnesiv@gmail.com. Identify the company without sending credentials or financial records in an initial request. We verify authority before acting.

Privacy addendum | Connect or reconnect | Disconnect or withdraw consent