Use the minimum data needed to run the accounts receivable work.
QuickBooks Online remains the accounting source of truth. Get Paid Utah adds the operating record needed to manage overdue receivables: blockers, service evidence, contacts, promises, disputes, owners, next actions, and expected-cash dates.
Client-approved connection
The QuickBooks Online connection is configured during onboarding with the client’s authorization. Access is limited to the accounting information needed for the agreed receivables workflow.
Controlled setup path
A structured QuickBooks export may be used to establish the opening baseline while the live connection is being completed. The baseline is reconciled before it becomes an operating report.
No credentials by message
Get Paid Utah will not ask for QuickBooks passwords, verification codes, access tokens, bank credentials, payment-card data, or Social Security numbers by email, text, chat, or routine calls.
No changes to the books
The service is designed to read and organize accounts receivable information, not post transactions or change the client’s accounting records. Payments and credits are reconciled back to QuickBooks.
What is in scope
The working scope may include business customer and contact details, invoice and payment records, credit and balance information, service-completion evidence, collection notes, promises, disputes, assignments, and follow-up dates for the agreed entities and locations.
Account Assistant and AI processing
The Account Assistant is a human-controlled feature. It runs only when an authorized workspace user explicitly requests assistance for a selected account. To create the requested summary, priority recommendation, caveats, or draft email, Get Paid Utah sends a bounded account context through its AI service infrastructure, currently using Netlify AI Gateway and an OpenAI model service. The context may include the selected business customer and contact status, invoice numbers, dates and balances, recent interaction notes, payment promises, disputes or blockers, expected-payment information, next steps, payment-plan status, and recent payment/reconciliation status.
The Account Assistant is advisory. Its output is labeled as AI-generated and must be reviewed by a person. It does not automatically send a message, save the draft, change an account, create a payment promise, change an expected-payment record, record a payment, alter a balance, or modify QuickBooks. Separately, an authorized user can request an internal-note suggestion from one assigned inbound customer text in the Communications Timeline. That selected text is sent through the AI service infrastructure for a neutral draft. The user must review or edit it and explicitly save it before it becomes account history. It does not automatically send a reply, create a promise, change expected cash, record a payment, or modify accounting records.
What stays with the client
The client controls accounting accuracy, write-offs, credits, settlements, customer policies, and legal decisions. For explicitly enrolled business-to-business invoices, Get Paid Utah may make the customer calls and send the emails authorized in the client-specific agreement. Get Paid Utah documents that activity, tracks promises and blockers, reconciles confirmed results, and runs the weekly operating cadence within the agreed scope.
Access and lifecycle
Users should receive only the access needed for their role. The onboarding scope identifies the responsible sponsor and accounts receivable owner. When an engagement ends, access, integration credentials, and data return or deletion are handled according to the customer-specific agreement, applicable recordkeeping needs, and the documented offboarding process.
Website inquiries are separate from client data. Do not submit receivables records through the public walkthrough form. See the privacy policy for information collected through this website and the terms of service for client responsibilities and subscription terms.