Terms of service

1. The agreement

These terms are an agreement between GivingBooks Sync LLC ("we," "us"), an Ohio limited liability company doing business as GivingBooks Sync, and the organization that creates an account ("you"). By connecting an account you accept these terms on behalf of your organization. We've tried to write them in plain language; where legal terms are unavoidable, we explain them.

2. The service

We provide software that reads giving data from platforms you connect (such as Planning Center Giving) and creates corresponding accounting entries in your QuickBooks Online company, according to the mappings and settings you configure. You authorize us to access those systems on your behalf via their official authorization mechanisms; you may revoke that authorization at any time — from inside the app, or from Planning Center or Intuit directly.

3. Your responsibilities

• Ensure the people who connect accounts are authorized by your organization to do so.
• Review your books. We automate data entry; we are not your accountant, and we do not provide accounting, tax, or legal advice. Final responsibility for your financial statements remains with you and your bookkeeper or accountant.
• Keep your mappings current when you make significant changes (new funds, new chart of accounts) — we will flag what we detect, but you approve the mapping.
• Comply with the terms of the platforms you connect (Planning Center, Intuit).

4. Fees and stewardship

Subscription fees are stated on our pricing page and billed in advance, monthly or annually. We know most of our customers steward donated funds, and we take that seriously: pricing changes never apply retroactively to founding customers, we don't charge hidden overages, and if you cancel we don't hold your data hostage — everything already posted stays in your QuickBooks. If a billing error is ours, we refund it, promptly and without argument.

5. Accuracy, and what we promise about it

Every entry we create must balance to the cent before it posts; entries that cannot be balanced are withheld and flagged for your review rather than adjusted silently. We maintain an audit trail from every posted entry back to its source period. However, the accuracy of posted entries also depends on the source data and on the mappings you configure, so we cannot guarantee that your financial statements are correct — reviewing them remains your responsibility (see Section 3).

6. Data

Our privacy policy is part of these terms, and Section 2 of it is the part worth reading. In short: we never store donor names, emails, addresses or payment details, and we have no table that could hold them. In daily-summary mode we store fund totals only. In the deposit-matched and per-donation modes we also store a pseudonymous record of each gift — its Planning Center donation ID, date, amount, fee and fund — because matching a bank deposit to the penny is arithmetic on individual gifts and cannot be done from totals alone. Credentials are encrypted, you can disconnect either platform from inside the app at any time, and you can ask us to delete your remaining data.

7. Availability

We aim for the service to run quietly and reliably every day, and we monitor it so that we usually know about a problem before you do. Scheduled syncs that fail are retried and, when necessary, surfaced to you for attention. The service is provided on an "as available" basis during early access; a formal service-level commitment will accompany general availability.

8. Term and termination

You may cancel at any time. Monthly subscriptions end at the close of the current billing period; annual subscriptions run to the end of the paid year. We may suspend or terminate an account for non-payment or material breach of these terms, with notice and a reasonable opportunity to cure wherever practical. On termination we delete the stored Planning Center and QuickBooks authorizations, which ends our access; you can also do that yourself at any time from Organization settings → Connected apps. Your remaining data is deleted on request, as described in the privacy policy.

9. Disclaimers and limits on liability

Except as expressly stated in these terms, the service is provided "as is" and we disclaim implied warranties to the extent the law allows. To the maximum extent permitted by law, our total liability arising out of the service is limited to the amounts you paid us in the twelve months before the claim, and neither party is liable for indirect, incidental, or consequential damages. Nothing in this section limits liability that cannot lawfully be limited.

10. General

These terms are governed by the laws of the State of Ohio. If a dispute arises, we ask that you contact us first — most issues are resolved with a conversation. Neither party may assign this agreement without consent, except to a successor in a merger or asset sale. If any provision is unenforceable, the rest remain in effect. We may update these terms; material changes will be emailed to account administrators before they take effect.

11. Contact

GivingBooks Sync LLC
[MAILING ADDRESS]
hello@givingbookssync.com
Questions about these terms can also be sent through our contact form.