top of page

PRIVACY AND DATA HANDLING POLICY

Last Updated: February 24, 2026

1. DATA COLLECTION: This Application collects financial transaction data from QuickBooks Online via the Intuit REST API. This includes, but is not limited to: Payment amounts, dates, customer names, and invoice status.

​

2. DATA STORAGE: All retrieved data is stored securely within our company’s Microsoft Fabric OneLake environment. Data is encrypted at rest and in transit using Microsoft’s enterprise-grade security protocols.

​

3. DATA USAGE: Data is used exclusively for internal business intelligence, revenue tracking, and financial forecasting within Power BI. We do not sell, rent, or share this data with third parties.

​

4. ACCESS CONTROL: Access to the stored data is restricted to authorized personnel via Microsoft Entra ID (formerly Azure AD) roles.

​

5. DATA RETENTION: Data will be retained in the Fabric Lakehouse as long as necessary for historical financial analysis, or until a request for deletion is made by the Data Controller.

Stay up to date with 1stWroe

Follow us on social media

  • YouTube
  • Instagram
  • Facebook
  • LinkedIn
  • Twitter

© 2026 by 1stWroe LLC

bottom of page