CopyMyBooks
A developer asked to copy your books
Someone building software for QuickBooks sent you a CopyMyBooks link. Here's what approving it means, what you control, and how to stop it at any time.
- Your company is only read
- CopyMyBooks never changes anything in it. The copy goes into the developer's own test company.
- You choose what to hide
- Names, contact details, real email addresses, notes and attachments. The developer can't turn your choices off.
- Deleted within 24 hours
- Your books are kept encrypted for 60 minutes after a copy, never more than 24 hours, then deleted (backups, kept a few days, expire on their own).
- Stop any time
- In QuickBooks: Apps, then My apps, then disconnect CopyMyBooks.
What happens when you approve
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You open the link
It shows who asked: the developer's name and email address. Only an admin of the company can approve: the owner, or a bookkeeper with admin rights. You don't need a CopyMyBooks account. A link works once and expires after 7 days.
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You choose what every copy must hide
Each of these applies to every copy the developer makes:
- Disguise people. Customers, vendors and employees get consistent made-up names, phone numbers and addresses.
- Make email addresses undeliverable. Test companies can really send email, so this keeps a test from ever reaching your customers.
- Leave out free text and files. Notes and memos, messages to customers, line descriptions, custom fields and attachments aren't copied.
Disguising works on fields named as such. Other free text and files aren't searched, which is why leaving them out is a separate choice. Descriptions on your products and services list are still copied.
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You approve on Intuit's own screen
You sign in to QuickBooks at Intuit, not on our site, and allow CopyMyBooks to connect. Intuit's screen doesn't offer a read-only choice, so the permission it shows is broader than what we do: CopyMyBooks only reads.
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The developer makes copies
Copies go only into the developer's sandboxes: test companies in their Intuit developer account. Lists and transactions are copied; your company settings aren't.
What we keep, and for how long
- Your books, read for a copy: encrypted, and deleted 60 minutes after they're read or copied. The developer can extend that an hour at a time, but never past 24 hours. Database backups, kept a few days, expire on their own.
- The connection to your company: until the developer disconnects it. Disconnect CopyMyBooks in QuickBooks and it stops working at once.
- We don't sell your data, show ads, or use it to train AI.
The privacy policy has every detail.
Questions
Is CopyMyBooks part of Intuit?
No. It's an independent app that connects through Intuit's standard approval, the same way every QuickBooks Online app does. It isn't affiliated with or endorsed by Intuit.
I don't recognise the person who sent the link.
Then don't approve it. Nothing happens unless you approve. If you think a link was sent to you by mistake or to mislead you, email dev@copymybooks.com.
Can I change my choices later?
Changing what's hidden takes a new approval by an admin of the company. The developer can't loosen your choices on their own.
Who is responsible for the copy?
Once a copy is in the developer's test company, the developer is. Our terms let them use copies only to build and test software.
Anything else: dev@copymybooks.com.