Privacy Policy

Last updated: August 8, 2026

This Privacy Policy explains how NS Adamson Development and Consulting LLC (“NS Adamson,” “we,” “us,” or “our”), the provider of the BuildLedger software service (the “Service”), collects, uses, discloses, and protects information in connection with the Service. BuildLedger is a project-management CRM that helps contractors and trades manage clients, quotes, jobs, change orders, expenses, invoicing, and payments, and that can synchronize accounting records with a customer’s QuickBooks Online company.

By using the Service, you agree to this Policy. If you do not agree, do not use the Service.

1. Information We Collect

Information you provide

  • Account & business information — names, email addresses, phone numbers, user roles, company name, address, logo, and login credentials of the businesses and users that use the Service.
  • Your customers’ information — information you enter about your own clients, such as their names, email addresses, phone numbers, project addresses, and job details, so that you can manage your projects and billing.
  • Financial & transaction data — quotes, jobs, change orders, expenses, invoices, payment schedules, deposits, and related amounts.

Payment information

When you or your clients make a payment through the Service, payment card and bank-account details are collected and processed directly by our third-party payment processor through its secure, hosted tokenizer. We do not receive or store full payment card numbers or full bank-account numbers. We retain only transaction metadata such as amount, processing fee, payment method type, transaction status, and the processor’s transaction identifiers.

QuickBooks Online data

If you connect a QuickBooks Online company, we access and store accounting data through Intuit’s authorized API as described in Section 3, together with the OAuth access/refresh tokens and QuickBooks record identifiers needed to perform the synchronization you request.

Information collected automatically

We collect limited technical and log information such as IP address, browser/device type, timestamps, and actions taken within the Service, used for security, auditing, troubleshooting, and improving the Service.

2. How We Use Information

  • To provide, operate, secure, and maintain the Service and its features.
  • To create and manage records (clients, quotes, jobs, invoices, payments) on your behalf.
  • To process payments through our payment processor and to record the results.
  • To synchronize invoices, payments, deposits, and customers with a connected QuickBooks Online company at your direction.
  • To send transactional and service communications (for example, invoices, receipts, and notifications).
  • To detect, prevent, and investigate fraud, abuse, security incidents, and technical issues, including maintaining an audit log of user actions.
  • To comply with legal obligations and enforce our agreements.

We do not sell personal information, and we do not use it for advertising.

3. QuickBooks Online & Intuit Data

We access your QuickBooks Online data only after you explicitly authorize the connection through Intuit’s OAuth 2.0 flow, and only to provide the accounting-sync features you request.

  • Scope. The Service requests the QuickBooks Online Accounting scope. We create and update records such as customers, invoices, payments, credit memos, bank deposits, and adjusting journal entries that correspond to activity in BuildLedger.
  • Purpose limitation. We use Intuit and QuickBooks data solely to provide the synchronization features to you. We do not use it for advertising, we do not sell it, and we do not share it except with the sub-processors and for the purposes described in this Policy.
  • Storage. We securely store the OAuth tokens and the QuickBooks record identifiers required to keep BuildLedger and your QuickBooks company in sync.
  • Your control. You may disconnect QuickBooks Online at any time from within the Service (Settings → QuickBooks). Upon disconnection we stop accessing your QuickBooks company and delete the stored connection tokens.
  • Compliance. Our use of the Intuit Developer platform and QuickBooks Online data is subject to the Intuit Developer terms and applicable Intuit policies.

4. Payment Processing

Payments (credit/debit card and ACH bank transfer) are handled by our third-party payment processor. Card and bank details are entered into the processor’s secure hosted fields and are tokenized by the processor; BuildLedger never receives the full card or bank-account number. Your use of payment features is also subject to the payment processor’s terms and privacy practices. Card surcharges, where applied, are disclosed at the time of payment in accordance with applicable law and card-network rules.

5. How We Share Information

We share information only as needed to operate the Service:

RecipientPurpose
Intuit / QuickBooks OnlineAccounting synchronization you authorize (customers, invoices, payments, deposits).
Payment processorProcessing card and ACH payments and returning transaction results.
Hosting & infrastructure providersRunning the Service and storing data securely.
Email delivery providerSending transactional messages such as invoices and receipts.
Legal / safetyWhen required by law, or to protect our rights, users, or the public.
Business transferIn connection with a merger, acquisition, or sale of assets, subject to this Policy.

We do not sell or rent personal information to third parties.

6. Data Retention

We retain information for as long as your account is active and as needed to provide the Service, comply with our legal obligations, resolve disputes, and enforce our agreements. Business and financial records may be retained for the periods required by applicable tax and accounting laws. When data is no longer needed, we delete or de-identify it.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information, including encryption of data in transit (HTTPS/TLS), authenticated and role-based access controls, credential hashing, audit logging, and least-privilege handling of third-party credentials and tokens. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights & Choices

Depending on your location, you may have the right to access, correct, update, or delete personal information we hold about you, or to object to or restrict certain processing. Texas and other U.S. state residents may have additional rights under applicable state privacy laws. To exercise these rights, contact us using the details in Section 13. If you manage information about your own customers within the Service, you are the controller of that information and are responsible for handling your customers’ requests; we will assist as your processor where required.

9. Disconnecting QuickBooks & Deleting Data

  • You can disconnect QuickBooks Online at any time in Settings → QuickBooks; we then cease access and delete the stored connection tokens.
  • You may request deletion of your account and associated data by contacting us, subject to legal retention obligations.

10. Children’s Privacy

The Service is intended for businesses and is not directed to children under 13, and we do not knowingly collect personal information from children.

11. Location of Processing

The Service is operated from the United States. If you access it from outside the United States, you understand that your information will be processed in the United States, where data-protection laws may differ from those of your jurisdiction.

12. Changes to This Policy

We may update this Policy from time to time. When we do, we will revise the “Last updated” date above and, where appropriate, provide additional notice. Your continued use of the Service after changes take effect constitutes acceptance of the revised Policy.

13. Contact Us

If you have questions or requests regarding this Policy or your information, contact us: