Never writes to your books.
No record is created, edited, or deleted in QuickBooks by ChurnRisk, at any point.
QuickBooks Online
QuickBooks support, read-only and explained.
The connector currently uses Intuit Development credentials, so it can connect sandbox companies only. Real-company connections are pending Intuit review.
The workspace is live. A real company's books cannot be connected today.
Scope
What ChurnRisk reads
Once production access is approved: customers, invoices, credit memos, payments, and estimates, up to the plan's history depth. Nothing more is requested.
History depth is set by plan, and the first backfill can only read what the connected book actually holds. A file with eighteen months of trading history gives eighteen months of baseline, whatever the plan allows.
| Plan | History depth |
|---|---|
| Starter | 24 months |
| Growth | 24 months |
| Scale | 36 months |
| Enterprise | Custom |
Limits
What ChurnRisk never does
Never reaches past customer revenue.
Payroll, banking, and the chart of accounts are out of scope beyond what is needed to identify customer revenue.
The connection is read-only at the permission level, not as a promise.
Your accountant can verify the granted scope in QuickBooks at any time.
Freshness
How the connection stays truthful
In production, QuickBooks notifications are paired with scheduled reconciliation because events can be missed or arrive out of order.
If the connection goes stale, the product says so and lowers confidence. Stale data is never silently presented as fresh.
First connection
Backfill
After real-company access is approved, connecting starts a historical backfill so baselines are learned from existing history.
Most files complete the same day. Larger files take longer, and the connection screen shows live progress instead of a spinner.
Reversible
Disconnecting and deletion
Disconnect any time in two clicks. Your data can be exported before or after, and deletion on request removes derived signals as well as raw records.
Cancelling your subscription never locks you out of your own evidence.
What is kept after a deletion request is the audit evidence that the deletion happened, which does not contain the deleted content. The privacy page states the retention and deletion terms in full.
Start with the product that is available.
Create a workspace now. If connector timing affects your evaluation, talk to us before you plan around a real-company connection.
Sandbox companies only until Intuit approves production credentials.
