CanCorp Order Manager
Quickbooks Connection Privacy Addendum
This addendum describes the QuickBooks connection in CanCorp Order Manager. It supplements CanCorp Branding Inc.'s existing Privacy Policy at CanCorp Privacy Policy.
Information involved
The connection stores the Intuit company identifier, environment (test or production), encrypted access and refresh tokens, connection time and authorizing staff account. The initial verification reads company name, identifier and country. The read-only accounting client is designed to retrieve individual estimate, invoice and payment records for order-related checks; automatic import of those records into orders is not yet active.
Purpose and access
Information is used for CanCorp's own order management and connection verification. Company-accounting reads and connection management are restricted to the authorized manager in the current version. Authorized CSR staff can view connection status and perform their assigned manual order-workflow tasks. Accounting data is not published for customers of other businesses, sold, or used to build cross-customer profiles.
Service providers and storage
Intuit provides QuickBooks and the authorization service. CanCorp hosts the app and its storage on Cloudflare. App credentials and the encryption key are held as server-side secrets; stored authorization tokens are encrypted. Service providers may process information outside Canada as described in CanCorp's existing Privacy Policy.
AI processing
The current QuickBooks connection does not send accounting records to an AI service. AI-based email intake, replies and use of accounting data are separate future features and are not activated by connecting QuickBooks. Any change to this use will need an updated implementation and applicable disclosures and authorization.
Retention and disconnection
Active connection credentials are retained while the company is connected. Disconnecting revokes the authorization and removes the active connection record and pending authorization requests for that environment. Previously retained business and order records follow CanCorp's existing record-retention policy and are not automatically erased by disconnecting QuickBooks.
Questions and requests
Contact csr@cancorpbranding.com or 403-536-0759 about access, correction, disconnection or privacy questions. CanCorp will verify the requester's authority before acting on company-account access requests.