Effective Date: April 21, 2026 Last Updated: April 21, 2026

Overview

Phaedrus Quality Bookkeeping (“PQB,” “we,” “our”) is operated by BrightZen, Inc. This Privacy Policy describes how we collect, use, and protect information when you connect your QuickBooks Online account to our application.

Information We Collect

When you authorize PQB to connect to your QuickBooks Online account, we may access the following data through the Intuit API:

  • Financial data: Chart of accounts, transactions, invoices, bills, journal entries, and financial reports
  • Company information: Company name, fiscal year settings, and account structure
  • Payment data: Payment records and receivables (if payment scope is authorized)

We also collect:

  • Connection metadata: Your QuickBooks Realm ID, OAuth tokens, and authorization timestamps
  • Usage data: Which API endpoints are called and when, for debugging and performance monitoring

How We Use Your Information

We use your QuickBooks data exclusively to:

  • Perform automated bookkeeping quality checks
  • Generate financial reports and summaries
  • Identify categorization errors, anomalies, and reconciliation issues
  • Support BrightZen’s Weekly Accounting service delivery

Data Sharing

We do not sell, rent, or share your financial data with any third party.

Your data is accessed only by:

  • BrightZen’s internal systems and authorized team members
  • The Intuit API infrastructure (as required for data retrieval)

Data Storage and Security

  • OAuth refresh tokens are stored securely on BrightZen’s private infrastructure
  • Financial data is processed in real-time and is not permanently stored in bulk
  • All API communications use HTTPS/TLS encryption
  • Access is restricted to authorized BrightZen systems

Your Rights

You may at any time:

  • Disconnect PQB from your QuickBooks account through QuickBooks settings
  • Request deletion of any stored tokens or metadata by contacting us
  • Request information about what data we have accessed

Disconnecting your account immediately revokes PQB’s access to your QuickBooks data.

Data Retention

  • OAuth tokens are retained only while your account is connected
  • Connection metadata is retained for up to 12 months after disconnection for audit purposes
  • No bulk financial data is retained after processing

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact

For privacy questions or data requests:

BrightZen, Inc. Email: phaedrus@brightzen.com Address: PO Box 2697, Rancho Santa Fe, CA 92067