Privacy policy
In short: Berry Group Books Link uses the data of the Berry group of companies, currently Tristate Wrecker (together, “the Berry group companies”) only for the Berry group companies' own accounting and tax work. Results are shown only to people the Berry group companies authorise. No company's data leaves the Berry group companies' control. The data isn't sold, isn't shared for marketing, and isn't used for advertising.
1. Who we are
Coleman Dewberry built and runs Berry Group Books Link for the Berry group of companies, currently Tristate Wrecker. A company's QuickBooks Online company is connected to the app only when that company's QuickBooks administrator approves it, and each company connects separately. Questions about this policy go to cole@berrytransportation.com.
2. What the app collects
From QuickBooks Online, for each company that has connected the app:
- the company's name and QuickBooks ID, as QuickBooks reports them
- the account lists (the chart of accounts, including inactive accounts)
- the trial balance, for the current and prior periods
- the general ledger: every transaction line, with its date, type, number, account, name, memo and amount
From the Berry group companies' staff: trial balance and general ledger exports from QuickBooks (Online or Desktop) that they upload, and the supporting documents and notes they add to a workpaper. The app can work from these files whether or not a company uses QuickBooks Online.
From Intuit: the connection keys QuickBooks issues when a company's administrator connects the app. Each company has its own keys.
The app never sees anyone's QuickBooks password. It doesn't use QuickBooks Payroll or QuickBooks Payments. Payroll or card-processing entries reach it only as the lines the books already show in the general ledger and the trial balance.
3. How it's used
For the Berry group companies' own accounting and tax work, and nothing else:
- The app builds the working trial balance, ledger drill-downs and supporting schedules for a company from the trial balance and general ledger it reads from QuickBooks Online or that staff upload.
- The app only reads from QuickBooks. It writes nothing there.
- Results are shown only to people the Berry group companies authorise.
No company's data leaves the Berry group companies' control. The app doesn't sell the data or use it for advertising or profiling. It doesn't send the data to any artificial-intelligence service.
4. Where it's kept
On a server that the Berry group companies control, in the United States. A copy of what the app read from a company's QuickBooks is kept with that company's workpaper records, so a workpaper can be shown later exactly as it was made. Nightly backups of the app's data are kept on the server and copied to a second location (a OneDrive account kept by the Berry group's IT administrator), which mirrors the server's nightly backups; section 7 says how long copies stay there.
5. Who can see it
- People the Berry group companies authorise, who must sign in to the app
- Coleman Dewberry, to support and maintain the app
- Intuit, which provides QuickBooks and handles the connection
- Microsoft, which stores the second backup copy in OneDrive. It holds the books data in that copy but doesn't use it
- Cloudflare, which hosts this site and relays the one-time QuickBooks sign-in step to the server. During that step it sees the company's QuickBooks ID and the one-time sign-in code, which expires within minutes. It never sees the books data the app reads
No one else, unless the law requires it.
6. How it's protected
- Everything the app exchanges with QuickBooks is encrypted in transit (HTTPS).
- The QuickBooks connection keys are stored encrypted on the server, one set per company. Only the service that uses them can read them.
- The app requires sign-in, its pages are served only over HTTPS, and it is reachable only on the Berry group companies' private network.
- The app's logs hold what's needed to fix problems: error details and status codes, and, for connection-key errors, QuickBooks request IDs. They don't hold passwords, connection keys or data read from QuickBooks.
7. How long it's kept
A company's workpaper records, including what was read from its QuickBooks, are kept as part of that company's accounting records for as long as it keeps those records. When a company disconnects the app, that company's QuickBooks connection keys stop working. We delete them within 30 days of QuickBooks refusing them, which normally happens within two days of a disconnect. If our server is offline or can't reach QuickBooks during that time, deletion is delayed by as long. Deleted data leaves the server's nightly backups after 30 days. The server also keeps database copies made before software updates, normally the last five, whatever their age; older ones are removed as later updates finish. The second location mirrors the server's nightly backups, so data leaves it at the next nightly copy after it leaves the server, and can then stay in that account's recycle bin for as long as OneDrive keeps deleted files. Each company can ask us to delete its stored QuickBooks data at any time, subject to its own record-keeping duties; we do this by hand and confirm to the company when it is done.
8. Cookies
The app uses cookies only to keep you signed in and to protect its forms. This site uses no cookies, analytics or tracking.
9. Your choices
Each Berry group company can disconnect the app from its QuickBooks at any time, without affecting the other companies, and can ask us for a copy of its stored data, or for its deletion, at cole@berrytransportation.com.
10. Changes
When this policy changes, the effective date above changes too. We tell the Berry group companies about any material change before it applies.