Overview
[Full Circle SFDC] ("we," "us," or "our") operates an internal integration between QuickBooks Online and Salesforce. This privacy policy describes how data accessed through this integration is collected, used, and protected.
Data We Access
Through our QuickBooks Online integration, we access the following data:
Invoice records including invoice number, date, due date, amount, and balance
Customer reference information used to match invoices to Salesforce accounts
How We Use This Data
Data accessed from QuickBooks Online is used solely for internal business operations — specifically to synchronize invoice records into our Salesforce CRM system. We do not sell, share, or distribute this data to any third parties.
Data Storage
Invoice data is stored within our Salesforce organization, which is protected by Salesforce's enterprise-grade security infrastructure. Access is restricted to authorized employees only.
Data Retention
Invoice data is retained in Salesforce for as long as it is needed for business operations. Users may request deletion of data by contacting [your email address].
Contact
For questions about this privacy policy, contact [jeremy.bannon@fullcirclesfdc.com].