Practices Built Into myBBS
These examples describe specific product behavior. The linked policies explain Backline's broader commitments and customer responsibilities.
Workspace boundaries
myBBS checks workspace access in the application and scopes supported database operations by organization and entity.
Read about securityQuickBooks connections
Connections use Intuit authorization. We verify the return is for the company being connected and request accounting access, not QuickBooks Payments access.
Read about connected dataStored connection credentials
QuickBooks connection tokens are encrypted before storage. A local disconnect marks the grant revoked and removes its stored token material.
Manage or disconnect dataReviewed financial changes
In supported bank journal workflows, an authorized person other than the preparer must approve the exact draft before it is sent to QuickBooks. The result is checked against QuickBooks readback.
Read about human reviewWhat you can do
- Manage a connection or request your data — find the process for disconnecting services and requesting access, export, correction, or deletion.
- Report a security concern — use the contact and vulnerability-reporting instructions in our Security policy.
Security review and assurance
If your review calls for an independent assessment, certification, or contractual security terms, contact Backline. We will confirm what documentation is available, its scope, and any confidentiality requirements before you rely on it.
[email protected]For the complete Terms, Privacy Policy, Security policy, and other notices, visit the Legal Center.