Terms of Use
1. Who we are and what the Service does
GenerosityQB is independent software that helps tax-exempt and nonprofit organizations connect to QuickBooks Online (Intuit), load sales-receipt gift data for a tax year, generate year-end donation letters (PDF and email), and (on eligible plans) view donation Insights analytics.
GenerosityQB is not affiliated with, endorsed by, or sponsored by Intuit Inc. QuickBooks® is a registered trademark of Intuit Inc. We are not a CPA firm, law firm, or tax advisor. Letters and reports you generate are tools you control; you are responsible for their accuracy and compliance with applicable tax and nonprofit rules.
2. Eligibility and accounts
You must be able to form a binding contract and have authority to connect the QuickBooks Online company you use with the Service. Access is typically granted after you sign in with Intuit OAuth. You are responsible for activity under your connection and for keeping credentials and authorized access secure.
3. Your QuickBooks data and content
- Your data remains yours. Gift and customer information originates in your QuickBooks Online company file.
- We load sales receipts and related company details when you use the Service. We do not sell your donor gift lists.
- You grant us a limited license to process data as needed to provide the Service (generate PDFs, send emails you initiate, show Insights, process payments).
- Letter text, organization profile, logos, unlocks, and subscription status we store for the Service are described in our Privacy Policy.
- You represent that you have the right to process donor and customer information under applicable privacy and nonprofit laws, and that emails you send are lawful and appropriate.
4. Acceptable use
You agree not to:
- Use the Service for unlawful purposes or to mislead donors or tax authorities;
- Attempt to access another organization’s data without authorization;
- Probe, overload, or disrupt the Service or related infrastructure;
- Reverse engineer the Service except where prohibited by law from restriction;
- Misrepresent that GenerosityQB is Intuit or an official QuickBooks product;
- Upload malicious content or abuse email/PDF features for spam or fraud.
We may suspend or terminate access for violations or risk to the Service or others.
5. Plans, billing, and payments
Features may require payment. Plans may include, for example:
- Pay as you go — unlock individual donors for clean PDFs/email for a tax year (per published pricing, subject to minimums);
- Pro — subscription for a QuickBooks company with broader access (e.g. unlimited letters and Insights) for the subscription period;
- Insights unlocks — where offered for a company and tax year.
Payments are processed by Stripe (or another processor we designate). Card data is handled by Stripe, not stored on our servers as full card numbers. Fees, renewals, and taxes are as shown at checkout or in Stripe.
Pro subscriptions renew according to Stripe until canceled. You may cancel Pro in the Service (where available) or via Stripe Customer Portal; access continues through the paid period when cancel-at-period-end applies. Unless required by law, fees are non-refundable once charged, except where we state otherwise or Stripe rules require.
If a subscription lapses, fails payment, or is invalid, the company may revert to pay-as-you-go or limited access. Already-paid donor unlocks generally remain according to our billing records.
6. Emails and communications
When you send donor emails through the Service, you are the sender for compliance purposes (content, recipient lists, CAN-SPAM/CASL and similar rules). You must set an accurate organization reply-to address. Contact-form messages and transactional notices (billing, security) may be sent by us as described in the Privacy Policy.
7. Intellectual property
The Service, branding, software, and documentation are owned by GenerosityQB or its licensors. You retain ownership of your organization content and QuickBooks data. Feedback you provide may be used to improve the Service without obligation to you.
8. Third-party services
The Service depends on third parties, including Intuit QuickBooks Online, Stripe, and email providers (e.g. Resend). Their terms and availability apply. We are not responsible for outages, API changes, or policy changes of third parties.
9. Disclaimers
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that outputs are error-free, that QBO data is complete, or that use will meet any particular legal or IRS requirement. You should review all letters and reports before sending them to donors.
10. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, GENEROSITYQB AND ITS OPERATORS SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, DATA, OR GOODWILL. OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SERVICE SHALL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE CLAIM (OR ONE HUNDRED U.S. DOLLARS IF YOU HAVE NOT PAID). Some jurisdictions do not allow certain limitations; in those cases our liability is limited to the fullest extent allowed.
11. Indemnity
You will defend and indemnify GenerosityQB and its operators against claims arising from your content, donor communications, misuse of the Service, or violation of these Terms or applicable law, except to the extent caused by our willful misconduct.
12. Suspension and termination
You may stop using the Service and disconnect QuickBooks at any time. We may suspend or terminate access for breach, non-payment, legal risk, or discontinuation of the Service. Provisions that by nature should survive (including ownership, disclaimers, liability limits, and indemnity) will survive termination.
13. Changes
We may update these Terms by posting a revised version with a new “Last updated” date. Continued use after changes constitutes acceptance, except where law requires additional consent.
14. Governing law
These Terms are governed by the laws of the State of Washington, USA, without regard to conflict-of-law rules, unless mandatory consumer law in your jurisdiction provides otherwise. Courts in Washington shall have exclusive jurisdiction, subject to applicable consumer protections.
15. Contact
Questions about these Terms: Contact us or email the address listed on the Contact page / your account communications.