QuickBooks Online Integration EULA

Last updated August 27, 2026

This End User License Agreement (this “EULA”) governs the license and use of the QuickBooks® Online integration feature of the Awali platform (the “QBO Integration”) made available by Samson Advisory (“Samson Advisory”, “we”, “us”, or “our”) to its clients (“Client” or “you”).

1. Relationship to the MSA; Order of Precedence

This EULA supplements and is incorporated into the MSA. It does not replace the MSA, and it does not create a separate or standalone license. Capitalized terms used but not defined in this EULA have the meanings given to them in the MSA.

In the event of a conflict or inconsistency among the documents governing the QBO Integration, the following order of precedence controls:

1. The MSA;
2. The applicable Statement of Work or Project Plan (each, an “SOW”);
3. This EULA; and
4. Any product documentation, configuration guide, or release note published for the QBO Integration.

Where the MSA addresses a subject also addressed here — including confidentiality, data ownership, warranties, limitation of liability, indemnification, insurance, term, termination, governing law, and dispute resolution — the MSA controls, and the provisions of this EULA on that subject apply only to the extent they are not inconsistent with the MSA.

2. Definitions

• “Awali Platform” means the Awali application operated by Samson Advisory, as licensed to Client under the MSA.
• “QBO Integration” means the feature of the Awali Platform that connects to QuickBooks Online, including the connection itself, the synchronization logic, field mappings, and related configuration and monitoring tools.
• “QBO Company” means the QuickBooks Online company file or realm that Client authorizes Samson Advisory to access.
• “QBO Data” means data read from, or written to, a QBO Company through the QBO Integration.
• “Connected Application” means a business application, other than QuickBooks Online, that Client designates as a source or destination for data moved by the QBO Integration.
• “Intuit” means Intuit Inc. and its affiliates, the provider of QuickBooks Online.
• “Authorized Users” means the individuals Client designates and Samson Advisory provisions to access the Awali Platform on Client’s behalf.

3. License Grant

Subject to Client’s compliance with the MSA, the applicable SOW, and this EULA, and for so long as each remains in effect, Samson Advisory grants Client a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the QBO Integration solely:

• For Client’s own internal business purposes;
• In connection with the QBO Company or Companies Client has expressly authorized;
• For the scope, duration, and purposes described in the applicable SOW; and
• By Authorized Users, each accessing the platform under their own individual credentials.

The QBO Integration is licensed, not sold. Samson Advisory and its licensors retain all right, title, and interest in and to the Awali Platform and the QBO Integration, including all software, logic, mappings, configurations, and improvements. All rights not expressly granted in this EULA are reserved.

4. Authorization to Connect

The QBO Integration is enabled only when an authorized administrator of Client’s QuickBooks Online account grants access through Intuit’s official OAuth 2.0 authorization flow. By authorizing that connection, Client represents and warrants that:

• Client owns or otherwise controls the QBO Company, and the individual granting access is authorized to do so on Client’s behalf;
• Client has the right to permit Samson Advisory to read data from and write data to the QBO Company;
• Client has the right to transfer data between the QBO Company and each Connected Application it designates, and has obtained any consents or permissions required to do so; and
• Client’s authorization does not violate its agreement with Intuit or any other agreement or law binding on Client.

Samson Advisory does not request, receive, or store QuickBooks Online usernames, passwords, or other Intuit login credentials. Client may revoke the authorization at any time as described in Section 12.

5. Bidirectional Operation; Client Acknowledgment

CLIENT ACKNOWLEDGES AND EXPRESSLY AGREES THAT THE QBO INTEGRATION WRITES TO CLIENT’S QUICKBOOKS ONLINE COMPANY. The QBO Integration operates as a bridge between QuickBooks Online and Connected Applications that do not communicate with QuickBooks Online directly. In the course of that operation it may create, update, and otherwise modify accounting records in the QBO Company — including invoices, bills, payments, customers, vendors, items, and journal entries — based on data originating in Connected Applications and according to the field mappings, sync rules, and approval steps Client configures.

Client is responsible for the configuration it approves and for the resulting records. Records written into the QBO Company become part of Client’s books and records, are within Client’s possession and control, and remain there if this EULA or the MSA terminates.

6. Client Responsibilities

Client is responsible for:

• Its Intuit relationship. Maintaining a valid QuickBooks Online subscription and complying with Client’s own agreement with Intuit. Samson Advisory does not provide QuickBooks Online and is not responsible for it.
• Configuration. Reviewing and approving field mappings, sync rules, filters, and schedules before they are enabled, and reviewing them again after any material change to Client’s chart of accounts, workflows, or Connected Applications.
• Review and reconciliation. Reviewing records created or modified in the QBO Company and reconciling its books. Samson Advisory provides an audit record of each write, but Client remains responsible for the accuracy and completeness of its own financial records.
• Access hygiene. Designating Authorized Users, promptly notifying us of personnel changes, and ensuring Authorized Users do not share credentials. Multi-factor authentication is required for all access and may not be disabled or circumvented.
• Its own data. The accuracy, legality, and quality of the data it supplies or directs us to move, and the lawfulness of its instructions.
• Backups. Maintaining its own backups of its QuickBooks Online data in accordance with its records-retention obligations.

7. Restrictions

Client shall not, and shall not permit any third party to:

• Use the QBO Integration to access any QuickBooks Online company that Client does not own or is not expressly authorized to access;
• Resell, sublicense, rent, lease, distribute, or provide the QBO Integration to any third party, or use it in a service-bureau, time-sharing, or outsourced-processing capacity for the benefit of any third party;
• Copy, modify, translate, reverse engineer, decompile, disassemble, or attempt to derive the source code, structure, or underlying logic of the Awali Platform or the QBO Integration, except to the extent this restriction is prohibited by applicable law;
• Circumvent or interfere with authentication, multi-factor authentication, access controls, rate limits, logging, or audit functions;
• Use automated means to extract data from the Awali Platform other than through interfaces we make available for that purpose;
• Use the QBO Integration in violation of the Intuit Developer Terms of Service, the Intuit Platform Agreement, Intuit’s API usage requirements, or any applicable law or regulation; or
• Remove, obscure, or alter any proprietary notice, mark, or attribution appearing in the Awali Platform or in materials we provide.

8. Intuit Is Not a Party

Intuit is not a party to this EULA, the MSA, or any SOW. QuickBooks Online is provided to Client by Intuit under Client’s own separate agreement with Intuit, and Client’s use of QuickBooks Online is governed by that agreement.

• Samson Advisory is an independent developer on the Intuit developer platform. We are not an agent, partner, joint venturer, or representative of Intuit, and nothing in this EULA should be read as an endorsement of the Awali Platform by Intuit.
• INTUIT MAKES NO WARRANTY OF ANY KIND WITH RESPECT TO THE AWALI PLATFORM OR THE QBO INTEGRATION AND HAS NO LIABILITY TO CLIENT ARISING FROM THEM.
• Intuit may change, deprecate, rate-limit, suspend, or discontinue the QuickBooks Online APIs at any time. Any such change may modify, degrade, interrupt, or permanently end the QBO Integration or any part of it, and Samson Advisory is not liable for Intuit’s actions. We will make commercially reasonable efforts to notify Client of a change we know will materially affect Client’s integration.
• Intuit is an intended third-party beneficiary of Sections 4, 7, and 8 of this EULA and may enforce them directly against Client.

9. No Accounting, Tax, or Professional Advice

The QBO Integration is a data-movement and automation tool. IT IS NOT AN ACCOUNTING, BOOKKEEPING, AUDIT, TAX, LEGAL, OR FINANCIAL ADVICE SERVICE, AND IT DOES NOT SUBSTITUTE FOR REVIEW BY A QUALIFIED PROFESSIONAL.

Samson Advisory does not certify, audit, attest to, or opine on Client’s financial statements, tax positions, or the accuracy of Client’s books. Client is solely responsible for the accuracy of its financial records, for its accounting policies and period-close procedures, for reviewing records the QBO Integration creates or modifies, and for engaging its own certified public accountant, tax adviser, or auditor as it deems appropriate. Where Samson Advisory personnel provide advisory services, those services are governed by the MSA and the applicable SOW, not by this EULA.

10. Data Ownership, Use, and Security

As between the parties, Client owns its QBO Data. Client grants Samson Advisory only the limited right to access, process, store, and transmit QBO Data as necessary to operate the QBO Integration and perform the services described in the applicable SOW.

Our collection, use, storage, disclosure, retention, and deletion of QBO Data is described in our Privacy Policy, and Section 3 of that Policy applies specifically to QuickBooks Online data. In summary, and without limiting the Privacy Policy or the confidentiality provisions of the MSA:

• QBO Data is stored in an encrypted database, encrypted at rest, and is transmitted only over TLS 1.2 or higher.
• Access is limited to the authorized project team members assigned to Client’s engagement, on a least-privilege, need-to-know basis, and multi-factor authentication is required for all such access.
• QBO Data is transmitted only to the Connected Applications Client has expressly designated. It is never sold, rented, licensed, or disclosed to any third party for that party’s own purposes, and it is never used for advertising, benchmarking, resale, or the training of general-purpose or third-party AI or machine-learning models.
• Client’s QBO Data is not commingled with any other client’s data.
• Reads are logged and every write is audited with its originating record, acting user or automation, and timestamp.

If we become aware of a security incident affecting Client’s QBO Data, we will notify Client without undue delay in accordance with the MSA, and will notify Intuit where required.

11. Availability, Changes, and Support

Service levels, support commitments, and fees for the QBO Integration are those set out in the MSA and the applicable SOW. This EULA does not create any service level or support obligation that the MSA or SOW does not already provide.

We may modify, update, or improve the QBO Integration from time to time, including to maintain compatibility with changes made by Intuit or by a Connected Application. We will not make a change that materially reduces the core functionality Client is licensed to use under an active SOW without notifying Client. Synchronization is dependent on the availability of the QuickBooks Online APIs, Client’s Connected Applications, and Client’s network, none of which we control.

12. Term, Suspension, and Termination

This EULA takes effect when Client first authorizes a connection to a QBO Company and continues for as long as the MSA and at least one SOW authorizing the QBO Integration remain in effect. It terminates automatically, without notice, on expiration or termination of the MSA.

Client may disconnect the QBO Integration at any time, for any reason, without notice to us — either from within the Awali Platform or directly in QuickBooks Online under Settings → Manage Apps → Disconnect. Disconnection immediately invalidates our OAuth tokens and stops all further reading from and writing to the QBO Company.

We may suspend the QBO Integration on notice if Client’s use violates Section 7, if suspension is necessary to protect the security or integrity of the platform or of Client’s data, or if required by Intuit or by law. We will restore access promptly once the cause is resolved.

On termination or disconnection: (a) the license in Section 3 ends; (b) we cease all access to the QBO Company; (c) QBO Data we hold is deleted or returned as described in Section 3 of the Privacy Policy and the applicable SOW; and (d) records already written into Client’s QBO Company remain in Client’s QuickBooks Online account under Client’s control. Sections 5, 7, 8, 9, 10, 13, 14, and 16, and any provision that by its nature should survive, survive termination.

13. Disclaimer of Warranties

EXCEPT AS EXPRESSLY PROVIDED IN THE MSA, THE QBO INTEGRATION IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. SAMSON ADVISORY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE QBO INTEGRATION WILL BE UNINTERRUPTED OR ERROR-FREE, THAT EVERY RECORD WILL SYNCHRONIZE SUCCESSFULLY OR WITHOUT DELAY, OR THAT THE RESULTING ACCOUNTING RECORDS WILL BE FREE OF ERROR. THIS SECTION DOES NOT LIMIT ANY EXPRESS WARRANTY GIVEN IN THE MSA, WHICH CONTROLS.

14. Limitation of Liability

The limitations and exclusions of liability set out in the MSA apply to this EULA and to the QBO Integration, and are incorporated here by reference. IN NO EVENT WILL SAMSON ADVISORY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, GOODWILL, OR DATA, ARISING OUT OF OR RELATING TO THE QBO INTEGRATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SAMSON ADVISORY’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE QBO INTEGRATION IS SUBJECT TO, AND WILL NOT EXCEED, THE LIABILITY CAP SET OUT IN THE MSA.

Nothing in this Section limits liability that cannot be limited under applicable law.

15. Indemnification

The indemnification provisions of the MSA govern. Without limiting them, Client will defend and indemnify Samson Advisory against claims arising from Client’s breach of Section 4 (Authorization to Connect) or Section 7 (Restrictions), including any claim that Client lacked the right to authorize access to a QBO Company or to move data to or from a Connected Application.

16. Governing Law and Disputes

This EULA is governed by, and disputes arising under it are resolved in accordance with, the governing law and dispute resolution provisions of the MSA. If the MSA is silent, this EULA is governed by the laws of the State of Texas, without regard to its conflict of laws principles, and the state and federal courts located in Travis County, Texas have exclusive jurisdiction.

17. General

• Amendments. We may update this EULA from time to time. We will update the “Last updated” date above, and material changes affecting an active engagement will be communicated through the notice provisions of the MSA. Continued use of the QBO Integration after a change takes effect constitutes acceptance.
• Assignment. Client may not assign or transfer this EULA or any license granted under it without our prior written consent, except as permitted by the MSA.
• Severability. If any provision is held unenforceable, it will be modified to the minimum extent necessary and the remaining provisions will remain in full force.
• No waiver. A failure to enforce any provision is not a waiver of the right to enforce it later.
• Entire agreement. This EULA, together with the MSA, the applicable SOW, and our Privacy Policy, constitutes the entire agreement regarding the QBO Integration and supersedes all prior understandings on that subject.

18. Contact

Questions about this EULA or the QuickBooks Online integration should be directed to:

Samson Advisory
Attn: Legal
2301 W Anderson Ln #102-126
Austin, TX 78757
United States
Phone: 512-635-2718
Email: robert@samsonadvisory.com

QuickBooks and QuickBooks Online are registered trademarks of Intuit Inc., used here for identification purposes only. Samson Advisory is not affiliated with, endorsed by, or sponsored by Intuit Inc.