Privacy Policy (Internal Use)

Last updated: 2025-12-29

This app is used internally to integrate Perfex CRM with QuickBooks Online.

Information We Process

• Customer contact information (e.g., name, email, phone, address)
• Invoices, payments, and expense records
• Products/services and related accounting metadata (as applicable)

How We Use Information

We use this information solely for business operations and accounting synchronization.

Sharing

We do not sell personal information. Data is shared only with QuickBooks Online as part of the integration.

Security

Access is restricted to authorized personnel. We use reasonable security measures, but no system is 100% secure.

Contact

For questions, contact your system administrator.