Privacy policy

Your privacy is our priority. Our data handling practices comply with the standards depicted by both state and federal law. The specifics of such privacy program is detailed below. When using or accessing our Site or Service, you agree to both this Policy and our Terms. Please review this policy carefully to understand our data practices and if you have questions, please e-mail privacy@connectbooks.com.

Itemized sends the info to QuickBooks on a product level, so you can see your profits/sales/inventory and more for each product in Quickbooks.

It’s right for businesses who want to make inventory, pricing and other tactical decisions based on product sales.

Summary sends a summary of all transaction info to QuickBooks without dividing it by product. It accurately syncs expenses, fees and all transaction data correctly in QuickBooks and gives you perfect books, but doesn’t break data down per SKU. (You still get detailed product analysis and reports in the ConnectBooks app).

It’s right for businesses who want clean QuickBooks, taxes filed correctly, or an overview of profits and losses.

Your privacy is our priority. Our data handling practices comply with the standards of both state and federal law. The specifics of such privacy practices are detailed below. When using or accessing our Site or Service, you agree to both this Policy and our Terms. Please review this policy carefully to understand our data practices and if you have questions, please e-mail privacy@connectbooks.com.

Processing

When you sign-up for or use the Site or Service, we may collect or store personal information (“PI”) from you such as your first name, last name, e-mail address and phone number when you sign-up for our service.

If needed, we may disclose your PI, for example, to process your transactions, comply with legal requests or report to credit-reporting agencies. Additionally, we at times collect publicly available data and link such data to data from you for the purpose of marketing or managing your account.

Cross-Device or Platform Use

We may use data received from one browser or device and link that data to another platform or device or at times send such data to our third-parties.

Purpose

We require your personal information for business operation and managing your preferences. We use information for related and additional purposes as allowed by law such as:

servicing your account;
processing transactions;
communicating with you;
improving our Site, products, or services;
legal compliance;
responding to court orders and investigations;
responding to credit bureaus;
risk management;
information security and anti-fraud;
marketing or personalizing the presentation of our products and services to you;
tracking website usage, such as number of hits, pages visited, and the length of user sessions in order to evaluate the usefulness of our sites; and
using read-receipt notifications in our email communications.

Jurisdiction

Our Site is intended for North American visitors. If you browse this Site or use our Service your information will be processed within the United States.

We do not target our marketing to the EU or conduct business in or to the EU in any meaningful way. All Customers are required to have a valid US address.

If you are a resident of the European Economic Area (“EEA”), or are accessing this site from within the EEA, you are not to use the Site or the Services.

Disclosure of Information

We may share your information with relevant parties, as examples:

Third-party service providers (i.e. analytics, marketing, web production); and
Other third parties to comply with legal requirements such as:
to enforce our Terms or verify information to that end;
enforce our other rights;
resolve security or operational concerns;
emergency responses; or
otherwise to protect our customers or other parties.

Security

We aim to use reasonable physical, technical, and administrative safeguards to protect PI. However, no data transmission or storage system can be guaranteed to be perfect. If you believe you have a security concern relating to this site, please immediately contact us at privacy@connectbooks.com.

Itemized sends the info to QuickBooks on a product level, so you can see your profits/sales/inventory and more for each product in Quickbooks.

It’s right for businesses who want to make inventory, pricing and other tactical decisions based on product sales.

Summary sends a summary of all transaction info to QuickBooks without dividing it by product. It accurately syncs expenses, fees and all transaction data correctly in QuickBooks and gives you perfect books, but doesn’t break data down per SKU. (You still get detailed product analysis and reports in the ConnectBooks app).

It’s right for businesses who want clean QuickBooks, taxes filed correctly, or an overview of profits and losses.

CCPA Privacy Notice for California Residents

Last Revised: May 31, 2023

This Privacy Notice for California Residents supplements the information contained in ConnectBook’s Privacy Policy and applies solely to all visitors, users, and others who reside in the State of California (“consumers” or “you”). We adopt this notice to comply with the California Consumer Privacy Act of 2018 (CCPA), as amended, and any terms defined in the CCPA have the same meaning when used in this Notice.

Where noted in this Notice, the CCPA temporarily exempts personal information reflecting a written or verbal business-to-business communication (“B2B personal information”) from some of its requirements.

1. Information We Collect.

Our Site collects information that identifies, relates to, describes, references is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer, household, or device (“personal information”). Personal information does not include:

publicly available information from government records;
deidentified or aggregated consumer information; and
information excluded from the CCPA’s scope, like:

health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the California Confidentiality of Medical Information Act (CMIA) or clinical trial data; and
personal information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (FCRA), the Gramm-Leach-Bliley Act (GLBA) or California Financial Information Privacy Act (FIPA), and the Driver’s Privacy Protection Act of 1994.

In particular, our Site has collected the following categories of personal information from its consumers within the last twelve (12) months:

Category	Examples	Collected
A. Identifiers.	A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers.	YES
B. Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)).	A name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some personal information included in this category may overlap with other categories.	YES
C. Protected classification characteristics under California or federal law.	Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).	NO
D. Commercial information.	Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.	YES
E. Biometric information.	Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.	NO
F. Internet or other similar network activity.	Browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement.	YES
G. Geolocation data.	Physical location or movements.	NO
H. Sensory data.	Audio, electronic, visual, thermal, olfactory, or similar information.	NO
I. Professional or employment-related information.	Current or past job history or performance evaluations.	NO
J. Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)), as amended.	Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.	NO
K. Inferences drawn from other personal information.	Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.	NO

Our Site obtains the categories of personal information listed above from the following categories of sources:

directly from you--for example, from forms you complete or products and services you purchase; and
indirectly from you--for example, from observing your actions on our Site.

2. Use of Personal Information.

We may use or disclose the personal information we collect for one or more of the purposes enumerated in bullet points immediately following this sentence.

To fulfill or meet the reason for which you provided the information. For example, if you share your name and contact information to request a price quote or ask a question about our products or services, we will use that personal information to respond to your inquiry. If you provide your personal information to purchase a product or service, we will use that information to process your payment and facilitate delivery. We may also save your information to facilitate new product orders or process returns.
To provide, support, personalize, and develop our Site, products, and services.
To create, maintain, customize, and secure your account with us.
To process your requests, purchases, transactions, and payments and prevent transactional fraud.
To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses.
To personalize your Site experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our Site, third-party sites, and via email or text message (with your consent, where required by law).
To help maintain the safety, security, and integrity of our Site, products and services, databases and other technology assets, and business.
For testing, research, analysis, and product development, including to develop and improve our Site, products, and services.
To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.
As described to you when collecting your personal information or as otherwise set forth in the CCPA.
To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us about our Site users is among the assets transferred.

We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice.

3. Sharing Personal Information.

We may disclose your personal information to a third party for a business purpose. When we disclose personal information for a business purpose, we enter a contract that describes the purpose and requires the recipient to both keep that personal information confidential and not use it for any purpose except performing the contract. The CCPA prohibits third parties who purchase the personal information we hold from reselling it unless you have received explicit notice and an opportunity to opt-out of further sales.

We share your personal information with the following categories of third parties:

service providers;
marketing agencies; and
data aggregators.

4. Disclosures of Personal Information for a Business Purpose.

In the preceding twelve (12) months, Company has not disclosed personal information for a business purpose.

5. Sales of Personal Information.

In the preceding twelve (12) months, Company had not sold personal information.

6. Your Rights and Choices.

The CCPA provides consumers (California residents) with specific rights regarding their personal information. This section describes your CCPA rights and explains how to exercise those rights.

6.1 Access to Specific Information and Data Portability Rights.

You have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months. Once we receive and confirm your verifiable consumer request, we will disclose to you the information specified in the bullet points immediately following this sentence.

The categories of personal information we collected about you.
The categories of sources for the personal information we collected about you.
Our business or commercial purpose for collecting or selling that personal information.
The categories of third parties with whom we share that personal information.
The specific pieces of personal information we collected about you (also called a data portability request).
If we sold or disclosed your personal information for a business purpose, we will provide two separate lists disclosing:

sales, identifying the personal information categories that each category of recipient purchased; and
disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained.

We do not provide these access and data portability rights for B2B personal information.

6.2 Deletion Request Rights.

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable consumer request, we will delete (and direct our service providers to delete) your personal information from our records, unless an exception applies.

We may deny your deletion request if retaining the information is necessary for us or our service provider(s) to do any of the things enumerated in the bullet points immediately following this sentence.

a.

Complete the transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, or otherwise perform our contract with you.

b.

Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities.

c.

Debug products to identify and repair errors that impair existing intended functionality.

d.

Exercise free speech, ensure the right of another consumer to exercise their free speech rights, or exercise another right provided for by law.

e.

Comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 et. seq.), as amended.

f.

Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information’s deletion may likely render impossible or seriously impair the research’s achievement, if you previously provided informed consent.

g.

Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.

h.

Comply with a legal obligation.

i.

Make other internal and lawful uses of that information that are compatible with the context in which you provided it.

We do not provide these deletion rights for B2B personal information.

6.3 Exercising Access, Data Portability, and Deletion Rights.

To exercise the access, data portability, and deletion rights described above, please submit a verifiable consumer request to us by either:

Emailing us at privacy@connectbooks.com.
Calling us at: 845-751-1600

Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child.

You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must:

provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative, which may include:

name, contact information, and information related to your transaction or relationship with the Company, but the specific information requested may differ depending on the circumstances of your request for your security and to protect privacy rights; and

describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it.

We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you.

Making a verifiable consumer request does not require you to create an account with us. However, we do consider requests made through your password-protected account sufficiently verified when the request relates to personal information associated with that specific account.

We will only use the personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request.

6.4 Response Timing and Format.

We endeavor to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to 45 days), we will inform you of the reason and extension period in writing.

If you have an account with us, we will deliver our written response to that account. If you do not have an account with us, we will deliver our written response by mail or electronically, at your option.

Any disclosures we provide will only cover the 12-month period preceding the verifiable consumer request’s receipt. The response we provide will also explain the reasons we cannot comply with a request, if applicable. For data portability requests, we will select a format to provide your personal information that is readily useable and should allow you to transmit the information from one entity to another entity without hindrance.

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.

6.5 Personal Information Sales Opt-out and Opt-In Rights.

If you are 16 years of age or older, you have the right to direct us to not sell your personal information at any time (the “right to opt-out”). We do not sell the personal information of consumers whom we actually know are less than 16 years of age, unless we receive affirmative authorization (the “right to opt-in”) from either the consumer who is at least 13 but not yet 16 years of age, or the parent or guardian of a consumer less than 13 years of age. Consumers who opt-in to personal information sales may opt-out of future sales at any time.

7. Non-Discrimination.

We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not:

deny you goods or services;
charge you different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties;
provide you a different level or quality of goods or services; or
suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services.

However, we may offer you certain financial incentives permitted by the CCPA that can result in different prices, rates, or quality levels. Any CCPA-permitted financial incentive we offer will reasonably relate to your personal information’s value and contain written terms that describe the program’s material aspects. Participation in a financial incentive program requires your prior opt-in consent, which you may revoke at any time.

8. Other California Privacy Rights.

California’s “Shine the Light” law (Civil Code Section § 1798.83) permits users of our Site that are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please send an email to privacy@connectbooks.com or write us at Connectbooks, 21 Grove Street, Suite 210, Spring Valley, New York 10977, United States of America.

9. Changes to Our Privacy Notice.

We reserve the right to amend this CCPA Privacy Notice at our discretion and at any time. When we make changes to this CCPA Privacy Notice, we will post the updated notice on the Site and update the notice’s effective date. Your continued use of our Site following the posting of changes constitutes your acceptance of such changes.

10. Contact Information.

If you have any questions or comments about this notice, the ways in which Company collects and uses your information described here and in the Privacy Policy (see above), your choices and rights regarding such use, or wish to exercise your rights under California law, please do not hesitate to contact us at

Site: https://Connectbooks.com

Email: privacy@connectbooks.com

Postal Address: Connectbooks, 21 Grove Street, Suite 210, Spring Valley, New York 10977