Terms of Use (End-User License Agreement)

Last updated September 27, 2026

These Terms of Use (“Terms”) apply when you, a Clear View Finances client, connect your QuickBooks Online company to the private app operated by Clear View Finances (“Clear View,” “we,” “us”). By connecting, you agree to these Terms. If you do not agree, please do not connect.

1. What the app is

The app is an internal tool used only by Clear View Finances. It lets us read data from your QuickBooks Online company, with your permission, so we can do the bookkeeping work you engaged us for, such as a catch-up or cleanup assessment. The app is not offered to the public and you do not install or run any software.

2. Your permission

By approving the connection on Intuit’s sign-in page, you confirm that you are authorized to give access to that QuickBooks Online company, and you give Clear View Finances permission to read its data for your engagement.

3. Read-only access

The app only reads data. It does not create, change, or delete anything in your QuickBooks Online company.

4. How we handle your data

We use your data only for your engagement, never sell it, share it only with the AI service we use to help review it (explained in our Privacy Policy), and delete it when the engagement ends or sooner if you ask. Details are in our Privacy Policy, which is part of these Terms.

5. Disconnecting

You can disconnect at any time from inside QuickBooks Online (in Settings, under Apps or connected apps) or by emailing us. After you disconnect, we cannot pull new data. You can ask us to delete data already pulled.

6. Your bookkeeping engagement

These Terms cover only the QuickBooks connection. The bookkeeping work itself, including fees and deliverables, is covered by your separate agreement or arrangement with Clear View Finances. If these Terms and that agreement conflict about the work, that agreement controls.

7. QuickBooks and Intuit

QuickBooks and QuickBooks Online are products of Intuit Inc. Clear View Finances is not Intuit and is not affiliated with or endorsed by Intuit. Your use of QuickBooks Online is governed by your own agreement with Intuit. We are not responsible for QuickBooks Online being available or working correctly.

8. No warranty

The app is provided “as is” and “as available.” To the extent allowed by law, we make no warranties about the app, express or implied, including warranties of merchantability or fitness for a particular purpose.

9. Limitation of liability

To the extent allowed by law, Clear View Finances is not liable for any indirect, incidental, special, or consequential damages arising from the connection or the app. This section does not limit any responsibility we have under your separate engagement agreement or that cannot be limited by law.

10. Ending the connection

You can end the connection at any time by disconnecting. We may also end it at any time, for example when your engagement ends.

11. Changes to these Terms

If we change these Terms, we will update the date at the top of this page. If a change is significant, we will let connected clients know by email.

12. Governing law

These Terms are governed by the laws of the State of South Carolina.

13. Contact

Clear View Finances
Upstate South Carolina
Email: CLEARVIEWFINANCES@PROTON.ME