Terms of Service

The service

SyncMate Pro reads bank and credit card statements and images of paid checks, suggests how transactions should be categorized, matches them to what is already in QuickBooks Online, helps prove each period's reconciliation, and posts transactions to QuickBooks when you tell it to. It also connects to BQE Core and Harvest where you choose to.

Deleting from QuickBooks

The Deleter removes transactions from QuickBooks Online when you confirm it. A deleted transaction cannot be restored in QuickBooks. Only an organization's owner, and admins the owner allows, can use it, and it will not delete a transaction QuickBooks shows as reconciled. SyncMate Pro keeps a copy of each deleted transaction in the audit log. You are responsible for what you choose to delete.

You review before anything is posted

The service makes suggestions. Some come from AI models and some from past decisions, and any of them can be wrong. You are responsible for reviewing categories, payees, matches and reconciliations before you post them, and for the accuracy of your books, returns and filings. SyncMate Pro is not accounting, tax or legal advice.

Accounts and organizations

• Keep your sign-in details to yourself. You are responsible for what happens under your account.
• A firm's owners and admins decide who joins the firm and which clients each member can open.
• A business decides which firms it engages, and can end an engagement at any time.
• You must be at least 18 and using the service for business purposes.

Your data

You own the information you bring to the service. You give us permission to store and process it to provide the service, to support you, and to improve the service as the Privacy Policy describes. If you upload your clients' information, you confirm you are allowed to, and that you have met any professional or legal duty that applies to sharing it with a service provider.

Connected services

QuickBooks Online, QuickBooks Desktop, BQE Core and Harvest are run by other companies under their own terms. When you connect one, you authorize us to read from it and write to it on your instructions. We are not responsible for their availability, or for changes they make that affect the service.

QuickBooks Desktop is reached through the QuickBooks Web Connector, which runs on your own computer and syncs only while that computer is on and allowed to open the company file. You are responsible for that computer, for keeping the Web Connector password private, and for whom you allow to open the company file.

Acceptable use

Do not:

• use the service for anything unlawful, or with information you have no right to use;
• try to reach another organization's information, or get around access controls;
• interfere with the service, overload it, or probe it for weaknesses without our written permission;
• copy, resell or reverse-engineer the service.

Fees

Any fees are agreed with you separately. If a fee changes, we will tell you before the change takes effect.

Our property

The software, its design and its content belong to us. If you send us feedback or suggestions, we may use them without owing you anything.

Suspension and ending

You can stop using the service at any time and ask us to delete your information. We may suspend or end access if these terms are broken, or if we must to protect the service or other users. Where we can, we will warn you first and give you a chance to export your information.

Disclaimers

The service is provided "as is" and "as available". To the extent the law allows, we make no promises beyond what these terms say, including that the service will be uninterrupted or error-free, or that every suggestion will be correct.

Limits on liability

To the extent the law allows, we are not liable for indirect, incidental, special or consequential losses, or for lost profits, revenue or data. Our total liability for any claim about the service is limited to the amount you paid us for it in the 12 months before the claim.

Changes to these terms

If we change these terms we will update the date at the top of this page. If a change is significant, we will tell account owners by email or in the app before it takes effect. Continuing to use the service after that means you accept the new terms.

Contact

Questions about these terms: support@syncmatepro.com.