Yes. Connecting QuickBooks is one of the safest and most efficient ways to share your financial data with Brillian.
How the connection works
Brillian connects to QuickBooks Online through its official, secure API using industry-standard authorization. You approve the connection directly through Intuit — Brillian never sees or stores your QuickBooks login credentials.
What Brillian can access
The connection is read-only and limited to the financial data needed for your valuation, such as income statements and balance sheets. Brillian cannot make changes to your books, initiate payments, or access banking credentials.
How your data is protected
Once received, your QuickBooks data is protected using the same standards applied to all financial data on Brillian: encrypted in transit and at rest, with access controlled by strict time- and role-based permissions. For more detail, see Where is my data stored and is it safe?
Your choice going forward
If you change your mind in the future, you have the ability to disconnect Brillian from QuickBooks at any time, which would remove Brillian's access to read your data going forward. You have the ability to remove the connection and turn off Brillian's access at any point in your QuickBooks Online settings.
Why connect QuickBooks
Beyond security, connecting QuickBooks allows your valuation to refresh automatically as your financials update — keeping your numbers current with no extra work on your part.
If you have any questions, reach out through the chat in your account or contact us directly at [email protected].