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