The Vivid Nest · QuickBooks Online integration

Privacy Policy

Effective date: November 13, 2026

This policy describes how The Vivid Nest LLC (the “Operator”) handles information through The Vivid Nest’s QuickBooks Online integration (the “Integration”). The Integration is for internal use by the company’s authorized operator. Intuit handles QuickBooks Online information under its own privacy statement.

Information we access

The Integration uses Intuit authorization to connect to an approved QuickBooks Online company. It uses authorization tokens and a company identifier to make authorized requests. Felix can view financial information from business and personal checking accounts made available to the Integration. The Integration can read and write authorized QuickBooks Online records, including invoices. Invoice records can contain recipient names, contact details, and billing information.

How we use and share information

The Integration uses this information for internal bookkeeping and invoicing. Felix runs on a private server. Private financial reports are available to the account owner within Vivid Nest. QuickBooks Online sends invoices to their intended recipients using standard invoice details, such as the amount owed. Invoices sent to recipients do not include checking account balances. Felix uses existing QuickBooks transaction categories as a reference when categorizing transactions. We do not use QuickBooks records to train or fine-tune the model.

Storage and retention

We keep copies of QuickBooks data in logs and backups only as long as needed to operate the integration, including restoring it after a failure, or as required by law.

Disconnecting and requesting deletion

An authorized QuickBooks Online user can revoke the Integration’s access through QuickBooks Online. Revocation ends the Integration’s access to that company. Copies already held in logs and backups are subject to the retention policy above. To request access to, correction of, or secure deletion of data held by the Integration, contact us below. We honor deletion requests subject to applicable legal recordkeeping obligations. Disconnecting the Integration leaves accounting records in QuickBooks Online.

Contact

For privacy questions or requests, contact info@thevividnest.net. See also the End-User License Agreement.