Modern Broker Bookkeeping End-User License Agreement
Effective date: October 11, 2026
This End-User License Agreement ("EULA") is between Modern Broker, Inc. ("Modern Broker," "we," "us") and you, the authorized user who connects a QuickBooks Online company to Modern Broker Bookkeeping (the "App"). By connecting or using the App, you agree to this EULA. If you do not agree, do not connect or use the App.
The App
The App is a private bookkeeping tool. It connects only to QuickBooks Online companies owned by Modern Broker and its principals that we authorize. It is not offered to the public.
License
We grant you a limited, non-exclusive, non-transferable, revocable license to use the App for the connected company's own bookkeeping and reporting. All rights not expressly granted are reserved by Modern Broker.
Restrictions
You may not:
- share, sublicense, rent, resell or transfer the App
- copy, modify, reverse engineer or decompile the App, except as the law allows
- connect a QuickBooks company you are not authorized to manage
- use the App to violate Intuit's terms or any law
Your data and responsibilities
The App reads and writes accounting data in connected QuickBooks Online companies. It does this to categorize transactions, help reconcile accounts and prepare reports. You confirm that you have authority over each company you connect. Review the App's categorizations, reconciliations and reports before relying on them for tax filings, lending or other decisions. How we handle QuickBooks data is described in our Privacy Policy.
Disconnecting
You can disconnect the App at any time. In QuickBooks Online, go to the Apps section, open your connected apps and choose Disconnect. You can also contact us and we will disconnect it for you. After you disconnect, the App can no longer access the company, and we delete its stored access tokens. Data already in your QuickBooks company stays there. To reconnect, visit modernbroker.com/bookkeeping.
Third-party services
The App relies on Intuit (QuickBooks Online) and Anthropic (Claude). Your use of QuickBooks is governed by Intuit's own terms. QuickBooks is a trademark of Intuit Inc. Modern Broker is not affiliated with or endorsed by Intuit, and Intuit is not responsible for the App.
Termination
This EULA lasts until you disconnect the App or we end your access. We may suspend or end access at any time, for example if you breach this EULA. The sections on restrictions, disclaimers, limitation of liability and governing law survive termination.
Disclaimers
The App is provided "as is" and "as available," without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose and non-infringement. We do not warrant that the App will be error-free, uninterrupted or that its output will be accurate.
Limitation of liability
To the fullest extent the law allows, Modern Broker will not be liable for any indirect, incidental, special, consequential or punitive damages, or for lost profits or data, arising from your use of the App. Our total liability for any claim relating to the App will not exceed $100.
Governing law
This EULA is governed by California law. Any dispute will be resolved in the state or federal courts located in San Luis Obispo County, California.
Changes
We may update this EULA. We will post the new version at modernbroker.com/eula with a new effective date. Continued use of the App means you accept the changes.
Contact us
Modern Broker, Inc.
610 W Main Street, Visalia, CA 93291
info@modernbroker.com · 559-667-4711