QuickBooks information and exact owner-approved changes.

Exactly what Roy reads

Roy reads Company information, Customers, Estimates, Invoices, and Payments from the company an owner confirms.

Changes Roy can make

Roy may create or update a Customer. A verified owner’s request approves one exact change. Roy saves the approval before making the change. The approval cannot be reused or expanded; a different change requires a new owner request.

What Roy does not do

• No payments, refunds, voids, deletion, transfers, reconciliation, chart-of-accounts changes, or direct ledger changes.
• No QuickBooks Payments, payroll, bank-account, tax-return, or card-data access.
• No automatic linking of uncertain records across different apps and no business claim based on information that is out of date, conflicting, incomplete, or cannot be fairly compared.

Owner confirmation and AI use

The connection belongs to the Roy business and owner who started it. Roy finds the QuickBooks company and asks the owner to confirm its name before using it. Relevant facts may be processed by Google Gemini to answer the owner or prepare a business-specific reminder, as described in the Privacy Policy.

Connect or reconnect

Start from Connections in the owner’s secure Roy dashboard. If you need a fresh dashboard link, text Roy from the verified owner number and ask to connect QuickBooks Online. Never use a sign-in link sent by someone you do not know.