Strategic Finance LLC

Support

Help with Strategic Finance Connect, the QuickBooks Online connection for Strategic Finance LLC clients and the businesses we work with.

Email us

Contact

We typically reply within one business day.

Frequently asked

Common questions.

How do I connect?

From the app page, choose Connect to QuickBooks, sign in with your Intuit account, and select the QuickBooks Online company to connect. You will be asked to authorize Strategic Finance Connect to access that company's accounting data.

How do I disconnect?

Open QuickBooks Online, go to Settings, then Connected Apps, and disconnect Strategic Finance Connect. You can also use the direct disconnect link on the app page, or contact us and we will disconnect it for you.

What data is accessed?

Strategic Finance Connect reads company information, the chart of accounts, financial reports, transactions, and lists such as customers and vendors. It does not access bank login credentials, card numbers, or Intuit's payments scope. See the Privacy Policy for the full list.

Can I have my data deleted?

Yes. Email us a written request and we will delete your records, including from backups, within 30 days, except for anything we are required to keep for legal, tax, or professional reasons. See the Privacy Policy for details.