Privacy Policy for We3 Oversee Quickbooks Payment Integration

Effective Date: 11/11/2025

Last Updated: 11/11/2025

1. Introduction

We3 Oversee (“we,” “our,” or “us”) provides Quickbooks Payment Integration (the “App”), which integrates with QuickBooks and your website to streamline payments. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our App and services.

 

By using our App, you agree to the collection and use of information in accordance with this Privacy Policy.

2. Information We Collect

2.1 Information from QuickBooks

When you connect our App to your QuickBooks account, we may access and collect:

  • Company information (name, address, tax ID)
  • Customer and vendor data (names, contact information, addresses)
  • Financial data (invoices, bills, payments, expenses, revenue)
  • Chart of accounts information
  • Transaction history
  • User information (names, email addresses, roles)
  • Reports and analytics data
  • Any other data you authorize us to access through QuickBooks

2.2 Information from Your Website

We collect information through our integration with your website, including:

  • User account information
  • Order and transaction data
  • Customer contact information
  • Payment information
  • Product or service details
  • Usage data and analytics

2.3 Information You Provide Directly

  • Account registration information (name, email, phone number)
  • Profile information
  • Communication preferences
  • Support requests and correspondence
  • Feedback and survey responses

2.4 Automatically Collected Information

  • IP addresses
  • Browser type and version
  • Device information
  • Log data (access times, pages viewed, actions taken)
  • Cookies and similar tracking technologies

3. How We Use Your Information

We use the collected information for the following purposes:

 

3.1 Core App Functionality

  • Synchronize data between QuickBooks and your website
  • Process and reconcile transactions
  • Generate reports and analytics
  • Maintain accurate financial records
  • Automate accounting workflows

3.2 Service Improvement

  • Monitor and analyze usage patterns
  • Improve App performance and features
  • Develop new features and services
  • Troubleshoot technical issues
  • Conduct testing and quality assurance

3.3 Communication

  • Send service-related notifications
  • Provide customer support
  • Send updates about the App
  • Respond to inquiries and requests
  • Send marketing communications (with your consent)

3.4 Legal and Security

  • Comply with legal obligations
  • Enforce our Terms of Service
  • Protect against fraud and abuse
  • Maintain security and prevent unauthorized access
  • Resolve disputes

4. How We Share Your Information

4.1 Service Providers

We may share your information with third-party service providers who assist us in:

  • Cloud hosting and storage
  • Data analytics
  • Customer support
  • Payment processing
  • Email delivery
  • Security services

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 QuickBooks Integration

Your data is shared with Intuit Inc. (QuickBooks provider) as necessary to facilitate the integration. QuickBooks’ use of your data is governed by their own privacy policy.

4.3 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

4.4 Legal Requirements

We may disclose your information when required by law or in response to:

  • Court orders or subpoenas
  • Legal proceedings
  • Government or regulatory requests
  • Protection of our rights and property
  • Investigation of fraud or security issues

4.5 With Your Consent

We may share your information with other third parties when you provide explicit consent.

5. Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Secure authentication protocols
  • Regular security assessments
  • Access controls and authorization procedures
  • Employee training on data protection
  • Incident response procedures

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to:

  • Provide our services
  • Comply with legal obligations
  • Resolve disputes
  • Enforce our agreements

When you terminate your account, we will delete or anonymize your information within [specify timeframe, e.g., 90 days], unless we are required to retain it for legal or regulatory purposes.

Financial records may be retained for longer periods as required by applicable accounting and tax laws.

7. Your Rights and Choices

7.1 Access and Correction

You have the right to access and update your personal information through your account settings or by contacting us.

7.2 Data Portability

You may request a copy of your data in a structured, commonly used format.

7.3 Deletion

You may request deletion of your personal information, subject to certain legal exceptions.

7.4 Opt-Out of Marketing

You can opt out of marketing communications by:

  • Clicking the unsubscribe link in our emails
  • Adjusting your communication preferences in your account settings
  • Contacting us directly

7.5 Cookie Management

You can control cookies through your browser settings. Note that disabling cookies may affect App functionality.

7.6 Do Not Sell My Information

We do not sell your personal information to third parties.

8. QuickBooks Integration Specifics

8.1 Authorization

You must authorize our App to access your QuickBooks data. You can revoke this authorization at any time through your QuickBooks account settings.

8.2 Data Synchronization

Our App synchronizes data with QuickBooks according to your settings. You control what data is synchronized.

8.3 QuickBooks Terms

Your use of QuickBooks is subject to Intuit’s Terms of Service and Privacy Policy.

9. Children's Privacy

Our App is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

11. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

  • Right to know what personal information we collect, use, and disclose
  • Right to request deletion of your personal information
  • Right to opt-out of the sale of personal information (we do not sell personal information)
  • Right to non-discrimination for exercising your rights

To exercise these rights, contact us at [contact email].

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by:

  • Posting the updated policy on our website
  • Sending an email notification
  • Displaying a notice in the App

Your continued use of the App after changes become effective constitutes acceptance of the updated Privacy Policy.

13. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

We3Oversee
 Email: info@weoversee4u.com
Address: 5818 Beach Dr SW, Shallotte, NC 28470
 

For QuickBooks-specific questions, please refer to Intuit’s privacy policy at https://www.intuit.com/privacy/

14. Consent

By using our App, you consent to the collection, use, and sharing of your information as described in this Privacy Policy.

Last Review Date: 11/11/2025