QuickBooks Online Integration

Foundry offers an optional integration with QuickBooks Online (“QuickBooks”) so that contractors and service professionals can keep their books in sync with the jobs, estimates, invoices, and payments they manage in Foundry. This page describes exactly what QuickBooks data we read and write, why we access it, how long we keep it, and how you can revoke access at any time.

This disclosure supplements Foundry’s Privacy Policy. In the event of any conflict with the Privacy Policy specifically as it relates to data obtained from the QuickBooks Online API, this page controls.

1. When the Integration Applies

This disclosure applies only if you, as a Foundry account holder, choose to connect your QuickBooks Online company to Foundry from Settings → Integrations. If you do not connect QuickBooks, Foundry does not access your QuickBooks data and this page does not apply to your account.

Foundry currently requests only the Accounting scope from Intuit. We do not request access to QuickBooks Payroll, QuickBooks Time, QuickBooks Payments tokens, or any other Intuit product.

2. What QuickBooks Data We Read

When you are connected, Foundry may read the following data from your QuickBooks company:

• Customers — name, email address, phone number, and billing address. We read this so that customer records you create or update in Foundry can be matched to the correct customer in your books.
• Invoices — invoice number, line items, amounts, tax, status, due date, and payment dates. We read this so that invoices sent from Foundry reflect the same outstanding balances and payment state as your books.
• Payments — payment date, amount, payment method, and the invoice(s) a payment was applied to. We read this so payments recorded in QuickBooks stay in sync with what Foundry shows on a job.
• Items (products and services) — name, description, unit price, and type. We read this so line items you add to a Foundry estimate or invoice can map to the same product/service you use in QuickBooks.
• Company profile — company name, country, and currency preferences. We read this once at connect time so Foundry can render amounts in the correct currency and confirm the connection is valid.

We do not read chart-of-accounts data, payroll data, vendor records, bank feeds, bill payments, journal entries, or any other QuickBooks entity not listed above.

3. What QuickBooks Data We Write

When you create, update, or mark paid the corresponding entities in Foundry — or when you run a one-time sync from Settings → Integrations → “Sync All” — Foundry may create or update the following records in your QuickBooks company on your behalf:

• Customer records, so new Foundry clients appear in your books.
• Invoice records, so invoices sent from Foundry are reflected on your Accounts Receivable.
• Payment records, so payments collected through Foundry are applied to the matching invoice in QuickBooks.
• Item records, so new products or services you add to a Foundry estimate or invoice exist as items in QuickBooks.

We do not write to any QuickBooks entity not listed here, and we do not delete QuickBooks records.

4. How We Store and Retain QuickBooks Data

Foundry does not maintain a separate long-term copy of your QuickBooks ledger. The QuickBooks records Foundry reads are used to drive the sync in real time and to populate the integration UI; once the sync has completed, the corresponding Foundry records (customers, invoices, payments, items) are held under your Foundry account under the terms of Foundry’s Privacy Policy.

Your QuickBooks OAuth tokens (access token, refresh token, and realm ID) are encrypted at rest using AES-256-GCM. Tokens are held only for the duration of the connection and are automatically refreshed before expiry.

Foundry keeps a limited, operational log of each API call to QuickBooks so that we can debug sync failures and audit the integration. These logs are used only for operating and troubleshooting the integration and are not shared with third parties.

5. No Resharing With Third Parties

Foundry does not sell, rent, share, or transfer QuickBooks data to any third party for their own use. We do not use QuickBooks data for advertising, marketing, profiling, or to train generalized or foundational machine-learning models.

The only parties that may process QuickBooks data on our behalf are infrastructure vendors (for example, cloud hosting and database providers) acting under written confidentiality and data-processing obligations, strictly to the extent necessary to operate Foundry for you.

6. Disconnecting and Revoking Access

You can disconnect Foundry from QuickBooks at any time from Settings → Integrations → “Disconnect from QuickBooks”. When you disconnect:

• Foundry revokes its OAuth tokens with Intuit immediately.
• Foundry stops reading from and writing to your QuickBooks company.
• Records that were previously imported into Foundry (such as customers, invoices, or payments) remain in your Foundry account and can be managed or deleted there.
• Records that Foundry previously wrote to QuickBooks remain in your QuickBooks company; you may edit or delete them directly in QuickBooks.

You can also revoke Foundry’s access directly from inside QuickBooks (Intuit account → Connected apps). If you do, Foundry will detect the revocation on the next sync attempt and stop accessing your QuickBooks data.

7. Your Rights

QuickBooks data processed by Foundry is subject to the same user rights described in the Foundry Privacy Policy, Section 10 (Your Choices and Rights), including rights to access, correct, and delete information that may apply under GDPR, CCPA, and other applicable laws. To exercise those rights, contact us using the details below.

8. Contact

Questions or concerns specifically about the QuickBooks Online integration can be sent to:

Foundry Connects LLC
44 Washington Street, 1130
Morristown, NJ 07960
support@foundryconnects.com

Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.