4.2. Maximum Limits for Concurrent File Access. When you purchase a Software license, you may be able to use the Software to manage multiple (different) company files. Depending on the edition of the Software, type and number of user licenses you purchase (for example, Software versions or licenses that allow for multiple users or multiple user mode), and subject to your payment of applicable additional or multi-user license fee(s), 2 or more networked users may be able to open, manage, and/or collaborate on the same company file at the same time. As set forth above in Section 4.1., there may be limits to the number of concurrent networked users who may simultaneously access any single company file. Additionally, if you have not acquired sufficient user licenses the Software may not support or allow the opening or managing of different company files simultaneously. You are responsible for all access and use (and for maintaining password protection) of all your company data files.
4.3. Maximum Limits for List Entries. When you purchase a Software license, and depending on the particular Software edition and operating system platform (Windows or Mac), there may be limits to the number of lists, list entries, and custom fields permitted for each list in your company data file based on your version of the Software. See the Software website, or packaging or installation guide for more information. Within the Software, you can also press the F2 key to display certain product information, including the version of QuickBooks Desktop Software you are running, the size and location of your company file, and the number of lists or number of entries you have in your lists.
5. ADDITIONAL LICENSES AND SERVICES AVAILABLE BY SUBSCRIPTION. Additional Subscription licenses and Services that may be obtained in connection with the Software include the following:
5.1. Money Movement Services.
5.1.1. Intuit Payments Inc. Intuit and its subsidiaries and/or affiliates offer add-on services that include payments functionality that you can obtain in connection with your use of the Software (the “Ancillary Payments Services”). The Ancillary Payments Services, defined and described below, are the following additional Subscription licenses and Services that may be obtained in connection with the Software: Payroll for Desktop Service(s); Assisted Payroll Subscription for Desktop; and Direct Deposit Service(s). To the extent that your use of the Ancillary Payments Services involves the transmission of funds, whether in connection with payroll processing, tax payments, payments to vendors, or other similar payments-related services (collectively, “Money Movement Services”) such Money Movement Services are provided to you by Intuit Payments Inc. (“IPI”), a licensed money transmitter. Please note that while the Money Movement Services are provided by IPI, under certain circumstances IPI is not required to provide such services under its money transmission licenses. All references in this Agreement to “Intuit,” “we,” “us,” “our,” or similar terms, shall be understood to mean IPI solely with respect to the provision of Money Movement Services. For payment processing services for merchants, please see Section 6.9 below.
5.1.2. General Conditions for Money Movement Services.
126.96.36.199. The Money Movement Services are available only in the United States (but not the U.S. Virgin Islands, Puerto Rico, and other U.S. territories and possessions). To be able to use the Money Movement Services, you: must not be domiciled, reside, or have a principal place of business outside the United States; must not be engaged in any illegal activity or any activity reasonably likely to cause notoriety, harm, or damage to the reputation of Intuit, IPI or any banks or other service providers we use to provide the Money Movement Services; must not be listed on any other third party or governmental sanctions lists; and must comply with the Acceptable Use Policy. If you are engaged in any of the prohibited activities, business types, or transactions described in our Acceptable Use Policy, you are not eligible (or may become ineligible) to use the Money Movement Services. In addition, you may not, and may not attempt to use the Money Movement Services to transfer funds to a person, entity, or jurisdiction outside of the United States or in any instance in which such transactions are prohibited by law, nor may you use the Money Movement Services for any funds transfers not part of the Ancillary Payments Services. If there are multiple licensed Software users, you affirm that each user of the Money Movement Services who initiates a payment request is authorized to do so on your behalf.
188.8.131.52. From time to time, IPI may publish additional guidelines, policies, and rules (collectively “IPI Policies”) regarding the Money Movement Services and will provide appropriate notice to you regarding such IPI Policies. Consistent with any such notice provided to you, you understand and agree that your use of the Money Movement Services must be consistent with such IPI Policies, and agree to provide any information we deem necessary to verify your compliance with such IPI Policies.
184.108.40.206. In order to comply with applicable federal laws relating to anti-money laundering and terrorism financing, including the USA PATRIOT Act and the Bank Secrecy Act, IPI may request that you provide information beyond what is required for your use of the Software, including but not limited to: a copy of a government-issued ID (such as a passport or driver’s license); your business license; taxpayer ID number; financial or bank statements; utility bills; or your personal or business tax returns. In addition, you agree and authorize IPI (directly or through third parties) to make any inquiries we consider necessary to verify your or, in the case of an entity, the principals’ and/or owners’, identities, or to determine your current and ongoing creditworthiness, financial status, and/or ability to perform the obligations hereunder. This may include asking you to confirm email address, mobile/phone numbers, or bank accounts, or verifying information you have provided using third-party databases (including by obtaining your individual and business credit report, personal profile, or other information from one or more third-party databases). You consent to IPI updating your account information from time to time based on information provided by you, your bank, other payments services providers, or other data sources used to evaluate the current status of the business and/or its owners.
220.127.116.11. IPI may establish processing limits and assign a maximum dollar amount for Money Movement Services provided to you during any applicable period of time identified by IPI. Consistent with obligations under applicable state money transmission laws and federal anti-money laundering laws, IPI may, in its sole discretion, place holds on any Payments (as defined below) initiated by you in order to protect against potential risk or fraud. Reasons for holds are proprietary to IPI and Intuit and may be based on multiple factors, including, but not limited to: (i) no or limited payments processing history with Intuit; (ii) past performance or standing of your account, including return or dispute rates; or (iii) businesses offering higher risk goods or services. You understand and agree that IPI’s evaluation of risk may result in your ineligibility for some or all Money Movement Services provided in connection with the Ancillary Payments Services, including with respect to the settlement timing for Payments (subject to applicable restrictions under state money transmission laws). IPI also reserves the right, in its sole discretion, to review and reject any Payment. If a Payment is cleared after review, we will provide notice to you. Otherwise, we will attempt to cancel the Payment and your funds may be returned. IPI will have no liability for any losses, either direct or indirect, which you may attribute to any hold, review, or other delay or suspension of a Payment.
18.104.22.168. Without limiting the conditions of termination as set forth in Section 14 below, IPI reserves the right, in its sole discretion and with or without notice or cause, to suspend or terminate the provision of Money Movement Services, including without limitation, if: (a) we have reason to believe that fraudulent transactions or other activity prohibited by this Agreement has occurred; (b) such action is necessary to prevent loss to us; or (c) you violate any portion of this Agreement, including the Acceptable Use Policy. Upon termination, your ability to use the Ancillary Payments Services may be limited as we will not be able to facilitate transmissions of funds on your behalf. Any funds that remain in your account for any reason, including your abandonment of your account or your failure to remedy any deficiencies in the information we are required to collect for anti-money laundering purposes, for the applicable time period as mandated or allowed by applicable law may be remitted to your state of residency or otherwise in accordance with unclaimed property laws. We may also unwind transactions or direct funds to specially designated accounts pursuant to anti-money laundering, sanctions or other compliance requirements.
5.1.3. IPI Provision of Money Movement Services.
22.214.171.124. The Ancillary Payments Services provide functionality to enable you to track, calculate, and initiate payroll and other payments to employees, tax payments to taxing authorities, and other payments to employees or third-party vendors. Specific conditions and requirements for each of the Ancillary Payments Services is provided below. This section describes rights, responsibilities, and obligations with respect to the transmission of funds on your behalf in connection with the Money Movement Services.
126.96.36.199. With respect to the Money Movement Services, you are the “Payor” and the person or entity you are seeking to pay (which may be a vendor, taxing authority, or Employee, as defined below) is a “Payee.” As a Payor, an eligible transfer of funds to a Payee that you initiate through any of the Ancillary Payments Services, in accordance with the specific terms set forth below and any instructions provided through the applicable software, constitutes a “Payment.” When you make a valid Payment request, IPI receives funds from you and transmits the funds to the Payee in accordance with your instructions.
188.8.131.52. To use the Money Movement Services and to initiate a Payment, you must have a demand deposit account with an eligible financial institution capable of enabling Automated Clearing House (“ACH”) transactions and such account must be identified when you enable the Ancillary Payments Services (“Your Account”). You can change Your Account in accordance with instructions provided through the Ancillary Payments Services settings. Please note, however, that under certain circumstances IPI reserves the right to use wire drawdown requests or other funding methods (collectively “Debits”) to fund your Payments.
184.108.40.206. You may request that IPI initiate a Payment to a Payee or Payees online (“Payment Transaction(s)”). After you submit your Payment Transaction, IPI will confirm receipt of the Payment request. Your Payment Transaction will not be processed if you do not receive our confirmation before the Payment Transaction is over. However, a confirmation does not mean that your Payment Transaction is error-free, and if errors are detected later we may be unable to complete your Payment Transaction. We will make reasonable efforts to tell you if we cannot complete your Payment Transaction. Payment Transactions taking place after certain processing deadlines may be considered to occur on the next business day. Specific information regarding Payment Transactions for applicable Ancillary Payments Services is provided in the below descriptions of the applicable service.
220.127.116.11. IPI generally processes Payment Transactions using the ACH. Such transactions are governed by the rules of the National Automated Clearing House Association (“NACHA”). NACHA may amend these NACHA Operating Rules at any time. By initiating a Payment, you authorize IPI to initiate credit and debit entries to Your Account, and to send Payments electronically or by any other commercially accepted method to the Payee or Payees you have designated and pursuant to instructions you provide with your Payment Transaction. You also authorize and direct the depository financial institution that holds Your Account to charge each debit to Your Account for that amount to be credited to IPI, and to respond to inquiries from IPI regarding your information and Your Account. This authorization will remain in full force and effect until IPI has received written notification from you of its termination in such time and in such manner as to afford IPI and the depository financial institution that holds Your Account a reasonable opportunity to act on it. For Payees that will receive disbursements via ACH, you agree to obtain the Payee’s consent to credit their bank account and initiate a disbursement over the ACH network. Such consent must be in a form and manner that complies with the NACHA Operating Rules. You also agree to maintain the security and integrity of all information that you collect and/or provide to IPI that IPI uses to process a Payment Transaction, whether using the ACH or otherwise.
5.2. QuickBooks (Basic, Standard, or Enhanced) Payroll Subscription for Desktop (each and all referred to here as, “Payroll for Desktop Service(s)”)
5.2.1. Subscribing to the Payroll for Desktop Service. To subscribe to a Subscription Plan for a Payroll for Desktop Service and to be able to calculate applicable payroll taxes and make payments, you must: (i) have registered the Software, and (ii) have internet access. If applicable, you may be able to purchase a Subscription for the Payroll for Desktop Service online or by phone, or you may be able to subscribe from within the Software by selecting the appropriate employee menu item, and you will need to activate the Payroll for Desktop Service within the Software using the numerical key provided to you at the time of Subscription purchase. If you subscribe, your use of the Payroll for Desktop Services shall be subject to this Agreement and in accordance with this Section (and to any Subscription Plan terms or other terms and conditions that accompany the Payroll for Desktop Service itself). For purposes of this Agreement, the Payroll for Desktop Service does not include or apply to Software and Trial versions that do not include or offer access to the applicable Payroll for Desktop Service.
5.2.2. License Grant and Restrictions. For license(s) granted to you for use of the Payroll Desktop Services, see Section 3.1.7., above.
5.2.3. Activating the Payroll for Desktop Service. The Subscription for the applicable Payroll for Desktop Service you purchased will begin after it is activated within the Software and after we receive and process all the information requested during sign up, including your credit card or bank account information. Any Subscription for Payroll for Desktop Service purchased at a physical retail store location will begin after you activate the Payroll for Desktop Service Subscription online, which activation must occur no later than 60 days from purchase or the date indicated on the exterior of the Software packaging, whichever is earlier.
5.2.4. Unless You Have Purchased a Software Bundle or Subscription with Payroll Services Already Included, a Separate Payroll for Desktop Service Subscription Is Required for Each Registered Copy of Software. Unless you purchased a desktop Software bundle or Subscription with payroll Services already included (i.e., QuickBooks Desktop Pro + Payroll), then for each registered copy of the Software, you must purchase a separate Payroll for Desktop Service Subscription in order to be able to use the Payroll for Desktop Service with that particular registered copy of the Software. For purposes of the Payroll for Desktop Service Subscription, QuickBooks Desktop Pro, QuickBooks Desktop Premier Multi-user pack, and QuickBooks Desktop Enterprise Solutions Business Management user pack are each considered a single registered copy of the Software. If you are using one of the aforementioned versions of the Software, you will need only one Subscription to the applicable Payroll for Desktop Service. For every Payroll for Desktop Service Subscription, Intuit may impose a limit on the number of employer identification numbers (EINs) for or with which you can use the Payroll for Desktop Service and if you exceed this limit, you may be required to pay additional fees.
5.2.5. Payroll Tax Table Updates
18.104.22.168. Updates to payroll tax tables may be provided, when-and-if they are made available by Intuit in its sole discretion, to active subscribers to the Payroll for Desktop Service. We strongly recommend that you connect to your applicable Payroll for Desktop Service regularly to validate your Subscription and to be sure you have the most currently available Payroll for Desktop Service Updates, including the most current rates and calculations for supported tax tables. Failure to connect to your Payroll for Desktop Service regularly may result in inaccurate withholding from payroll and you hereby assume any and all liability resulting from any such inaccurate withholding, or resulting in any way from your failure to regularly connect and update your Payroll for Desktop Service. Also, as a safety measure, and due to the nature and frequency of changes in payroll tax rates, if your Payroll for Desktop Service Subscription expires, you will be unable to continue to process payroll using Payroll for Desktop Service tax tables or tax forms, and if this occurs, you must connect to your Payroll for Desktop Service, bring your Subscription account current if necessary, and get the latest Payroll for Desktop Service Updates in order to again be able to process payroll.
22.214.171.124. The Payroll for Desktop Services may contain dated information. In using the Payroll for Desktop Service, you understand that it may not include all the information or the most current information relevant to your particular needs or situation.
5.2.6. Preparation and Filing (or E-Filing and E-Payment) of Payroll Taxes and Other Liabilities
126.96.36.199. Payroll for Desktop Services may include the option to track certain year-end or other payroll taxes and liabilities to aid your completion of forms, records, slips, or other reports for you to file with relevant governmental taxing and revenue authorities. Depending on your location and/or the version of Software or Payroll for Desktop Service you use, the Payroll for Desktop Services may include capabilities to assist you with the preparation and filing of necessary files, forms, or other documentation, either by providing the means to file materials by electronic transmission (from within the Software directly to the applicable governmental authority), or by providing the means to create a file which can be saved to your local computer desktop for filing by means of online transfer (i.e., manually locating and uploading saved file(s) from your computer desktop to the applicable governmental website via a web browser), as well as the possible option to print checks for your delivery to the applicable taxing authority. You understand, however, that regardless of the features or options available with the Payroll for Desktop Services, you alone are responsible for timely preparation and remittance of all required payroll liabilities and taxes filings, including verifying that any Payroll Transaction (defined below) has been sent, received, and accepted by the relevant taxing authority, and if necessary, you are also responsible for manually delivering any filings and payments to the relevant taxing authority in the event that any online Payroll Transaction is rejected, in order to ensure timely receipt of such filing(s) or payment(s) by the taxing authority before the required due date.
188.8.131.52. To be able to electronically file and pay your payroll taxes and other liabilities, whether by transacting directly or by uploading a file from your computer with or to the applicable governmental taxing and revenue authority website (each and all “Payroll Transaction(s)”) using the Software, you must have an internet connection, a valid license for a compatible, currently supported and registered version of the Software, and an active Subscription to the Enhanced Payroll for Desktop Service. If you are located in a country or region (and if the version of the Software you are using has the capability) and if you choose to electronically file and/or pay your Payroll Transaction by transmitting directly via the Software (and not by manually uploading a file from your computer desktop) to the website of a governmental taxing and revenue authority, the Payroll Transaction will be forwarded to Intuit’s Electronic Filing Center where Intuit will convert it to a standardized format and transmit it to the applicable governmental taxing and revenue authority (the “Electronic Filing Services”). Except to the extent required by applicable law, Intuit has no obligation to store, maintain, or provide to you any information you provide to Intuit, and you agree to print and save a copy of each Payroll Transaction for your records. By using the Electronic Filing Services system to prepare and submit Payroll Transaction filings, you consent to the disclosure to the IRS and any other applicable taxing and revenue authority of all information pertaining to your use of the Electronic Filing Services. Use of the Electronic Filing Services system to prepare and submit Payroll Transactions with applicable governmental taxing authorities is subject to availability. If Intuit tells you that information concerning your Payroll Transactions has changed, you must use this corrected information in the future to initiate Payroll Transactions.
184.108.40.206. If you are located in a country or region (and if the version of the Software you are using has capability) allowing for the filing of Payroll Transactions directly with a governmental taxing and revenue authority, then by using the Electronic Filing Services for Payroll Transactions, you authorize Intuit to send Payroll Transactions, electronically or by any other commercially accepted method, to the applicable financial institution or governmental taxing and revenue authority. You authorize Intuit and its agents (if applicable) to take steps necessary for enrolling you with the appropriate taxing authorities for the purposes of e-filing and e-payment of Payroll Transactions at our discretion. You also authorize and direct the institution which holds Your Account to charge each debit to Your Account(s) and pay that amount to the governmental taxing authority. The authorizations in this Section remain in effect until you notify Intuit the authorization is revoked.
5.2.7. Satisfaction Guarantee. For terms and conditions relating to the Payroll for Desktop Service satisfaction guarantee, see Section 15 below.
5.2.8. Termination and Amendment. For terms and conditions relating to Payroll for Desktop Service or Subscription termination, see Section 220.127.116.11 above and Section 14 below.
5.2.9. Restrictions and Limits for Processing Employee Payroll
18.104.22.168. Certain Payroll for Desktop Service Subscription Plans may have restrictions on the number of Employees for whom payroll can be processed. When you purchase an Employee-limited Payroll for Desktop Service or Subscription, you may only be allowed to process payroll up to a certain number of Employees and you may be required to choose a higher Payroll for Desktop Service level or pay an additional fee if you wish to process payroll for more or additional Employees. If you wish to process payroll for fewer Employees, you must choose a lower Payroll for Desktop Service level. Other Payroll for Desktop Services or Subscription Plans may be subject to a per-Employee pricing model, and you may have to pay additional fees for each Employee you add. The term, “Employees,” as used in this Section, refers to all employees and contractors paid on the computer(s) used by the individual(s) for whom a Software license was purchased. We may collect and make use of information about how many Employees you pay and may suggest or recommend an alternate Payroll for Desktop Service level for you based on that information.
22.214.171.124. If you subscribed to a paid Basic or Enhanced Payroll for Desktop Service Subscription Plan under a pricing option which charges a per Employee fee at the end of each month, you are required to connect to your Payroll for Desktop Service at least once every 30 days to allow Intuit to send your payroll data to the Intuit online servers for purposes of calculating your per Employee fee.
5.3. Assisted Payroll Subscription for Desktop (“Assisted Payroll for Desktop Service(s)”)
5.3.1. Using Assisted Payroll for Desktop Services. To be able to subscribe to Assisted Payroll for Desktop Services and in order for you to calculate federal and state payroll taxes and make payments, you must have an internet connection and a valid license for a compatible, currently supported, and registered version of the Software. You may subscribe to Assisted Payroll for Desktop Services through the Software. You are solely responsible and liable for the security, and for controlling any access to or use, of any forms W-2 viewed and/or saved on your computer. You agree that Intuit is not and shall not be responsible for the accuracy of any forms W-2. For purposes of this Agreement, the Assisted Payroll for Desktop Service does not include or apply to Software and Trial versions that do not include access to the Assisted Payroll for Desktop Service.
5.3.2. License Grant and Restrictions. For license(s) granted to you for use of the Assisted Payroll Desktop Services, see Section 3.1.8., above.
5.3.3. Satisfaction Guarantee. For terms and conditions relating to Assisted Payroll for Desktop Service satisfaction guarantee, see Section 15 below.
5.3.4. Termination and Amendment. For terms and conditions relating to Assisted Payroll for Desktop Service termination, see 126.96.36.199 above and Section 14 below. Service availability and additional terms and conditions of Assisted Payroll are provided within the QuickBooks Assisted Payroll for Desktop Services agreement.
5.4. Direct Deposit (“Direct Deposit Service(s)”)
5.4.1. Activating the Direct Deposit Service. In order for you to access, sign up, and activate the Direct Deposit Service option you must have an internet connection and a valid (i) license for a compatible and currently supported version of the Software; (ii) active Subscription for Payroll for Desktop Services; (iii) EIN; and (iv) a bank account capable of processing ACH transactions and otherwise meeting the applicable requirements set forth in Section 188.8.131.52, above. Forms and information to apply and/or subscribe to the Direct Deposit Services are provided through the Software. The Direct Deposit Service will begin after it is activated within the Software and after we receive and process all the information requested during sign up, including any credit card or bank account information. Information you provide IPI must be accurate and complete or direct deposits may not be made, and we will be unable to perform the Direct Deposit Service for you. For purposes of this Agreement, the Direct Deposit Service does not include or apply to Software and Trial versions that do not include access to the Direct Deposit Service.
5.4.2. Use and Restrictions
184.108.40.206. You may use the Direct Deposit Service only for direct deposit payments to your employees or vendors (including 1099 vendors, additional fees may apply) for payroll or ancillary Money Movement Services, such as expense reimbursement. You may make such Payments by initiating electronic withdrawals within the Software from Your Account. You may identify other financial institutions in the future to fund the direct deposit payments to your Payees. Under certain circumstances Intuit may use Debits to fund your direct deposits. Debits will also be initiated to pay fees for the Direct Deposit Service and any adjustments to those fees.
220.127.116.11. Optional special processing requests may be available as part of the Direct Deposit Service for an additional charge. Special processing fees may apply to some Payments Transactions.
5.4.3. Payor Responsibilities. You must send your Payment Transaction prior to the applicable processing lead time stated within the Direct Deposit Service or your Payment Transaction may not be processed. Typically, Payments must be submitted at least 2 business days before the due date, although standard submission timing can be 5 business days in advance. We reserve the right to change these applicable processing lead times from time to time, and you should refer to the lead times stated within the Direct Deposit Service for the most up to date information. Debits will be charged to Your Account one business banking day before the pay date of the applicable Payment and you must have sufficient funds in Your Account to fulfill your Transaction on that date. After that, no interest or earnings will accrue to you and IPI will hold the money until the Payments are made. Once your Payments are complete and submitted you may recall and resubmit them until we send them through the ACH. You are solely responsible for verifying that all Payments have been received and are accurate. You must keep any payroll, vendor, tax or other records you need for reference, even though we may have information about the Payments in our files.
5.4.4. Authorization and Agreement for Direct Payments (ACH debits). You acknowledge and agree that (i) most Payment Transactions will go through the ACH; (ii) your Payment Transactions will be governed by the NACHA Operating Rules; and (iii) the origination of ACH transactions to Your Account must comply with the provisions of U.S. law. You must indemnify and defend IPI and Intuit against any claims or lawsuits, including attorneys’ fees that arise from or result from your Payment Transactions. If we tell you that an account number or other information concerning your Payment Transactions has changed, you must use this corrected information to initiate future Payment Transactions. You authorize IPI to initiate debit entries to Your Account and to debit the same to such account, and to send Payment Transactions electronically or by any other commercially accepted method to Your Account. You authorize and direct the depository financial institution that holds Your Account to charge each debit to Your Account and pay that amount to IPI, and to respond to inquiries from Intuit regarding your information and Your Account. This authorization will remain in full force and effect until IPI has received written notification from you of its termination in such time and in such manner as to afford IPI and the depository financial institution that holds Your Account a reasonable opportunity to act on it.
5.4.5. Representations and Warranties. You represent and warrant to us that (i) each person or entity to whom you send Payments has authorized the Payments and any necessary adjustments to be applied to his, her or its account; (ii) at the time any Payment is made you have no actual knowledge that the authorization has been revoked or terminated; (iii) your Payments comply with the laws that apply to them; (iv) that you have authorization to make withdrawals to Your Account; and (v) that all the information you provided to enter into the Agreement is true and correct.
5.4.6. Password Security. You create a user ID and/or password to initiate Payment Transactions. You are the only person authorized to use your user ID and/or password and for maintaining the confidentiality of your user ID and/or password. You shall not permit or allow other persons to have access to or use your user ID and/or password, except if you choose to share your user ID and/or password with your agents. You are responsible for the use of the Software and Direct Deposit Service under your user ID and/or password. You authorize and direct IPI and all impacted financial institutions to carry out all Payment Transactions initiated with your user ID and/or password. If your password is compromised, you must change your password and notify Intuit immediately to prevent unauthorized use of your account.
5.4.7. Your Account. We may refuse to process your Payment Transaction if we reasonably believe that Your Account balance is insufficient to cover the dollar amount of the Payment Transaction or for any other reason we deem reasonable. If any amount debited against you is dishonored or returned for any reason, such as, but not limited to, non-sufficient funds, account closed, inability to locate account, or reversal by you and/or your bank, we may: (i) reverse any corresponding credit issued to us, you, your Payees or any other party without liability to you or any other party; (ii) reverse direct deposit transactions; (iii) refuse to perform further Services; (iv) apply any money currently held by IPI to any amount owed to us by you; (v) charge you a one-time insufficient funds penalty fee; (vi) report this information to any and all credit agencies and/or financial institutions; and/or (vii) immediately terminate this Agreement. We may assess and collect interest on any amounts due and unpaid 10 days after demand. If further collection attempts are required, all of our collections costs, including any costs associated with termination of this Agreement and including but not limited to, attorney fees, where permitted by law, will be charged to you. This section shall, to the extent applicable, survive the termination of this Agreement.
5.4.8. General. If applicable, any sales, use or other taxes payable on the Direct Deposit Service that we must pay will be collected in the same way your fees are paid. If you (i) default in the payment of any sum of money hereunder; (ii) default in the performance of any other obligations under this Agreement; or (iii) commit an act of Bankruptcy or become the subject of any proceeding under the Bankruptcy Act or become insolvent, or if any substantial portion of your property becomes subject to levy, seizure, assignment, application for sale for or by any creditor or governmental agency, then Intuit may, at its option and upon written notice thereof (x) terminate the Agreement; (y) declare all amounts owed immediately due and payable; and/or (z) require you to deposit an amount equal to its average future monthly or annual processing charges to prepay for any future processing.
5.4.9. Termination and Amendment. For terms and conditions relating to Direct Deposit Service termination, see Section 18.104.22.168 above and Section 14 below.
6. OTHER SERVICES, TOOLS, AND FEATURES
6.1. Other Intuit Offerings. Active Payroll for Desktop Services subscribers may or may not have access to additional Intuit offerings during the term of their Subscription on a when-and-if available basis. Any additional Intuit offerings provided during the active Subscription cease immediately when the active Subscription terminates.
6.2. Authorized Users; Online Communication and Collaboration; Client Collaborator Tool
6.2.1. Authorized Users. You agree that granting Authorized Users access to your Software data is voluntary and that you are responsible for revoking any permissions to access your Software and Software data from such Authorized Users. You are responsible for setting the right data level permissions and are responsible for the actions of the users to whom you grant permissions.
6.2.2. Online Communication and Collaboration. You agree that from time to time you and your Authorized Users may opt to use certain tools available from within the software that facilitates online communication and collaboration. Separate fees, terms and conditions may apply. You agree that if you and your Authorized Users choose to use these online tools, certain of your Software data may be uploaded to Intuit servers in order to provide the online tool functionality to you.
6.2.3. Client Collaborator Tool. If you and your accountant are using the Client Collaborator, you agree that the accountant owns all the data in the Client Collaborator, and that Intuit will not make the data contained in Client Collaborator available to you unless your accountant agrees.
6.3. Beta Features. From time to time, Intuit in its sole discretion, may extend (or otherwise include in or with the Software) the opportunity for you to use or try new or updated Beta Features and to provide feedback (fees may apply). You understand and agree that your use of the Beta Features is voluntary and Intuit is not obligated to provide you with any Beta Features. You understand that once you use the Beta Features, you may be unable to revert back to the earlier non-beta version of the same or similar feature. Additionally, if such reversion is possible, you may not be able to return or restore data created within the Beta Feature back to the earlier non-beta version. The Beta Features are provided on an “as is” basis and may contain errors or inaccuracies that could cause failures, corruption or loss of data and/or information from any connected device. You acknowledge and agree that all use of the Beta Features is at your sole risk. Beta Features may not be available to all users, or with or in all software editions or countries.
6.4. Custom Form Designs. If you obtain any images from Intuit to be used as background imagery for forms in the Software forms customization feature (additional fees may apply), you understand and agree that such designs may only be used with your QuickBooks forms. For example, you are authorized to use these images on QuickBooks forms that you print or email. You may also order matching business cards and other promotional print items that Intuit offers. You may also customize QuickBooks forms with these images on behalf of your clients who use QuickBooks. However, you may not resell these images or use them for any other purposes, including use on third party generated materials such as forms, web-based materials, or other custom printed business identity products.
6.5. Data Files Transfer(s) to QuickBooks Online. If available, you may have the option for a limited transfer of data files from select versions of the Software to select versions of QBO (see materials and documentation accompanying the Software for details). The Terms of Service for QBO shall apply to both the transfer of the Software data files and your use of QBO.
6.6. Data Transfer Feature
6.6.2. License You Grant By Use of Applications and the Data Transfer Feature. Intuit may use (and provide to third parties) a service for Data Transfer in order to, among other things, facilitate certain interoperability, data integration, and data access between the Software and the applicable Application. By signing up or by using any Third Party Application, you agree that: (i) the Third Party Application provider may have access to and use your applicable Software data to provide to you the particular Third Party Application or related Services per the Third Party Application terms and conditions; and (ii) the Third Party Application provider may transfer your data from the Third Party Application to Intuit for Intuit’s use per the terms of this Agreement. You grant Intuit all rights to use your Software data as reasonably necessary to facilitate the Data Transfer to Third Party Application providers and you acknowledge that Third Party Application providers may be located in a country that does not have adequate security controls to protect your Software data. Please carefully review the Third Party Application terms and conditions. If you do not agree with the terms and conditions of any Third Party Application, including Data Transfer, you should not use or access the Third Party Application or permit it to have access to your Software data. Please contact the Third Party Application provider for technical issues with the Third Party Application or Data Transfer to and from the Software and Third Party Application. If you want to revoke your authorization to provide your Software data to a Third Party Application, Intuit may provide a feature within the Software or on a website for the Software to allow you to disable such third party access. You acknowledge that turning off such access may affect an Application’s functionality or features, and that, you remain liable to the Third Party Application provider for any fees charged to you.
6.6.3. Intuit Has No Responsibility for Third Party Applications or Related Data Transfers. You agree and acknowledge that (i) Intuit has no control over any Third Party Applications; and (ii) Intuit does not endorse or recommend Third Party Applications even if they are marketed or distributed via our Software, Services, or other products or websites, or otherwise associated with Intuit. You agree that the Third Party Application providers, and not Intuit, are solely responsible for the Data Transfer, the Third Party Application’s performance (including technical support), the content on the Third Party Application provider’s website(s) and their use or disclosure of your data. Intuit will not be liable for any damages, claims or liabilities arising from the third parties or Third Party Applications.
6.6.4. Use of Applications Must Comply with Applicable Laws. You agree that you will (i) comply with all applicable laws, regulation and ordinances; (ii) not use any Application in any manner that would infringe or violate the rights of Intuit, any Third Party Application provider, or other third party; and (iii) not use the Applications in any way in furtherance of criminal, fraudulent or other unlawful activity.
6.6.5. Workers’ Compensation Pay-As-You-Go Service and Data Transfer. You may be offered Workers’ Compensation Pay-As-You-Go service provided by third parties such as an insurance carrier or its service provider. To determine your eligibility to participate in this add-on service, Intuit may share a limited amount of your information, such as FEIN, with participating third parties, if you agree. The third parties’ use of your information will be solely in connection with the Pay-As-You-Go service or workers’ compensation insurance. No employee or payroll information will be shared with the third party, until you register for this add-on service or provide us or the third party your authorization to share your data. Additional fees and terms may apply to the add-on service.
6.7. Income and Employment Verification Service. If you elect to enroll in any of the subscription services within any Payroll Services that offer income and employment verification service (“IEVS”), as available within your product, in addition to the terms set forth above, the following additional terms shall apply:
6.7.1 General. IEVS is powered by The Work Number® (“TWN”) from TALX Corporation, a wholly owned subsidiary of Equifax, Inc., and a provider of Equifax Workforce Solutions (“EWS”). You agree that the business information and personal information provided in connection with the use of Payroll Services, including income and employment information of your current or former employees (collectively, “Verification Data”) may be shared with EWS, as permitted in this Section 6, for disclosure to certain entities and their agents (collectively, “Verifiers”). This will only happen in accordance with the “Disclosure” section below. If you do not want this service for your employees and/or if you do not want Verification Data to be shared with Verifiers, you must update your preferences and opt out. This can be done at any time by unchecking the “Income & Employment” box in your “Company Preferences.”
6.7.2 Disclosure. The Verification Data will only be shared with EWS upon request of your employees (or former employees) or in response to a Verifier’s certified permissible request under the Fair Credit Reporting Act (“FCRA”).
6.7.3 Data Accuracy: You agree that you will maintain accurate and up to date Verification Data. You further agree that you will cooperate with Intuit’s request to verify the accuracy of Verification Data and or other information provided within Payroll Services.
6.8. Data Import. The Software may include a feature that allows you to import, where applicable, certain information from eligible third parties using the Intuit Interchange Format (IIF) or another data format authorized by Intuit. You are responsible for verifying the accuracy of the information that is imported. This functionality is limited to those data types and formats that the Software can read. If the data type or format is not supported, you may need to manually enter your data. You represent that you have the necessary rights to permit any such data import from your third parties. Third parties are not affiliated with or endorsed or sponsored by us.
6.9. Financial Institution Services
6.9.1. General. In connection with your use of the Software and as part of the functionality of certain versions of the Software, you may have access to certain online Services that may be made available by your financial institution (“FI Services”), including online banking, online payment, online investment account download, online bill pay, and online trading. The Software is designed to allow you to access participating FI Services (if and to the extent provided by your financial institutions) to set up banking information and allow the Software to access your account(s) and download transactions into the Software. You acknowledge and agree that Intuit (i) has no control over the FI Services or access to the FI Services as may be permitted by your financial institution(s); (ii) does not guarantee that you will be able to use the Software with the FI Services; and (iii) will have no liability whatsoever for any actions or inactions on the part of the financial institutions resulting in your inability to use the Software to access your accounts, obtain data, download transactions, or otherwise use or access the FI Services.
6.9.2. Collection of Financial Institution Account Data. You acknowledge that in accessing any FI Services through the Software, your financial institution account access number(s), password(s), security question(s) and answer(s), account number(s), login information, and any other security or access information, and the actual data in your account(s) with such financial institution(s) such as bank balances, credit card charges, debits and deposits (collectively, “FI Account Data”), may be collected and stored in the Software depending upon your financial institution and type of account. You authorize Intuit, in conjunction with Intuit’s operation of the Software for purposes of the Fi Services, to (i) collect your FI Account Data; (ii) reformat and manipulate such FI Account Data; (iii) create and provide hypertext links to your financial institutions; (iv) access the financial institutions’ websites using your FI Account Data; and (v) take such other actions as are reasonably necessary to perform the actions described in (i) through (iv) in order for you to access the FI Services. You hereby represent that you are the legal owner of your FI Account Data and that you have the authority to appoint, and hereby expressly do appoint Intuit as your agent with limited power of attorney to access and retrieve your FI Account Data on your behalf.
6.9.3. Information from Financial Institutions’ Websites. You acknowledge and agree that (i) some financial institutions may not allow the Software to access the FI Services; (ii) financial institutions may make changes to their websites, with or without notice to us, that may affect overall performance of the FI Services and prevent or delay the FI Services from such websites; and (iii) the Software refreshes the Software account data by collecting the FI Account Data automatically or manually (depending on your financial institution or any changes by you that may require updating), so your most recent transactions may not always be reflected in any account balances or other account information presented to you in the Software. If you see a discrepancy in the Software account data, and in any case before making any transactions or decisions based on such account information presented in the Software, you must check the last refresh date for the account, confirm the FI Account Data, and manually update such data as necessary.
6.11 Payment Processing Services. If you choose from within the Software to apply for and use Intuit Payment Solutions, LLC’s payment processing services, you understand and agree to the most current version of the Intuit Payment Merchant Agreement.
6.12. QuickBooks Workforce / Employee Portal. As part of the Payroll for Desktop Services, your employee(s) may choose to sign up for QuickBooks Workforce (“Workforce”), which will allow them to view a limited amount of your payroll data pertaining solely to their employment (e.g., paychecks, hours, time off). During employee onboarding, your employee(s) may enter their personal, bank account, and Federal and/or state payroll withholding information (collectively “Information”) or you may enter such Information into your Payroll Services account for them. We may use the Information to send an invitation to your employee(s) to create a Workforce account. Your employee(s) must consent to electronically exchanging Information through Workforce. Intuit is not responsible for any Information submitted through Workforce or liable for any claims related to the amounts withheld from paychecks. The information may also be shared in accordance with this Agreement and Intuit’s Global Privacy Statement. You agree to the following:
6.12.1 Electronic Signature. If available, your employee(s) may choose to, but are not obligated to, use the electronic signature service provided (“E-Sign”), which will allow them to electronically sign and/or certify that the Information submitted through Workforce is true, correct, and complete to the best of their knowledge under penalty of perjury. Each time your employee(s) choose to use E-Sign, the employee expressly (i) affirms that he/she is able to access and view the Information he/she is electronically signing in E-Sign; (ii) consents to conduct business electronically with respect to the transaction contemplated; and (iii) agrees to the use of electronic signatures. Enforceability of electronic signatures varies by jurisdiction. Please consult with your professional advisor to determine applicability to your situation. Intuit has no responsibility or liability with respect to the content, validity, or enforceability of any electronic signature, nor is it responsible or liable for any matters or disputes arising from the submission of any of your employees’ Information through Workforce. If required by local law, you are solely responsible for obtaining physical documents containing your employees’ Information (e.g., W-4, state, or local tax withholding forms), and Intuit has no responsibility or liability with respect to such physical documents. Intuit makes no representations or warranties regarding the validity or enforceability of electronic signatures through Workforce.
6.12.2 Change in Preference. Your employee(s) may choose to change their preference to manually sign and/or receive Information from electronic to paper format, you must provide email or paper confirmation regarding the employee(s) changed preference. This notice must include the date by which the employee(s) will begin receiving paper format again. Intuit has no responsibility or liability with respect to obtaining physical copies.
6.12.3 Termination of Employment. If your employee(s) is/are terminated, whether voluntarily or involuntarily, their Information in Workforce will be retained for as long as it is necessary for Intuit to comply with its data retention requirements.
6.13 QuickBooks Desktop File Doctor Service. You may be able use the QuickBooks Desktop File Doctor Service to capture certain financial information which has become unusable, or if you desire to create a new data file, subject to the terms set forth below. QuickBooks Desktop File Doctor Service includes the following: Intuit Data Services; the File Doctor Diagnostic Tool and Data Recovery Support and Password Removal. Separate fees, additional terms and conditions may apply.
QuickBooks Desktop File Doctor Service is designed to help you to fix certain types of file and/or data corruption, Windows setup problems, and network setup problems and test your network, and help resolve network problems that affect QuickBooks Desktop. Any access or use of QuickBooks Desktop File Doctor Service from or with QuickBooks Desktop shall also be subject to and governed by the terms of the End User License Agreement for QuickBooks Desktop Software, applicable to your licensed version (the “QB Desktop EULA”) and is also subject to Intuit’s discontinuation policy as described in the QuickBooks Desktop EULA and also at https://quickbooks.intuit.com/learn-support/en-us/discontinue-products/quickbooks-desktop-service-discontinuation-policy-and-upgrade/00/185560.
If you select the Data File Transfer option, you acknowledge and agree that, while the QuickBooks Desktop File Doctor Service can typically be performed within the estimated times shown on the QuickBooks website, these times are estimates and additional time may be needed by Intuit to complete the Services depending on your specific needs with unusable data or a corrupted file, or due to circumstances beyond our control.
Intuit will notify you by email or phone when the QuickBooks Desktop File Doctor Service is complete and the Data files are deliverable, if any, and are available for retrieval. You must retrieve any such Data files by downloading them from the Intuit website within ten (10) business days or by any other means Intuit makes available to you after notice of completion of the Services is given. Intuit will not be responsible for and may delete any such files after 10 days.
6.14. Intuit Data Protect Services.
6.14.1. Use with QuickBooks Desktop Software. If you are a licensed user of Intuit’s QuickBooks® Desktop software (“QB Desktop”), the Intuit Data Protect Services contains certain features and functionality that allow you to upload, access and manage your data and other Content from within QB Desktop. Any access or use of the Intuit Data Protect Services from or with QB Desktop may be limited to only certain versions of the QB Desktop and shall also be subject to and governed by the terms of this End User License Agreement. Access or use of the Intuit Data Protect Services is also subject to Intuit’s service discontinuation policy.
6.14.2. Uploaded Data; Content. You agree and acknowledge that you are solely responsible for all data and other Content you upload to the Intuit Data Protect Services. Intuit does not control the data or other Content stored within users’ accounts and does not have any obligation to monitor such data or Content for any purpose.
You acknowledge and agree that your account may be subject to limitations on storage, and/or the quantity, size and format of the data or other Content permitted for upload to the Intuit Data Protect Services. Intuit reserves the right to change such limitations from time to time, and the changes will be effective when posted on the Intuit Data Protect Services website or when we notify you by other means.
When you upload data or other Content to the Intuit Data Protect Services, please be advised that the Intuit Data Protect Services does not perform any virus-checking or other scanning for harmful code and the original resolution of your Content may be affected. You are solely responsible for any data or Content that may be lost or unrecoverable through your use of the Intuit Data Protect Services.
You acknowledge that Intuit and its licensees may display advertisements and other information adjacent to or included with your data or Content on and through the Intuit Data Protect Services.
You acknowledge that as an active subscriber to the Intuit Data Protect Services you may be offered additional discounts, products and services at Intuit’s discretion, when and if they become available.
6.14.3. Payment. Fees apply for the Intuit Data Protect Services and you will be charged the applicable subscription fee on a recurring monthly or yearly basis.
6.14.4. Upgrades/Downgrades. If you wish to upgrade to a higher tier Intuit Data Protect Services subscription, or downgrade to a lower tier Services subscription, please contact Intuit Support. Unless provided to you otherwise refunds shall be as follows:
If you upgrade to a higher-priced tier, you will receive a pro-rated refund for the remainder of the lower-tier subscription amount. You will then be charged the higher-tier subscription amount to reflect the higher pricing of your new higher-tier subscription. Your new subscription period will start on the day of the new higher-tier subscription.
If you downgrade to a lower-priced tier, you will receive a pro-rated refund for the remainder of the higher-tier subscription amount. You will then be charged the entire lower-tier subscription amount to reflect the lower pricing of your new lower-tier subscription. Your new subscription period will start on the day of the new lower-tier subscription
If you subscribe to the Intuit Data Protect Services as part of a support or bundle plan and were previously subscribed to the Intuit Data Protect Services separately, you will not be entitled to a refund for the remainder of the billing period for the separately purchased Service. No discounts will be given on the bundled services for previous subscribers who purchased the Service separately.
6.14.5 Cancellation. Upon cancellation, for a period of thirty (30) days, you will be able to access the Intuit Data Protect Services, and only data and other Content you uploaded to the Intuit Data Protect Services up to the end of your subscription term, as specified in the product or product program pages on http://www.intuit.com. After the thirty (30) days, you will not have any access to the Intuit Data Protect Services, data and other Content you uploaded. There are no refunds upon cancellation. Follow product instructions to cancel your account.
7. ACQUIRING A PAYROLL FOR DESKTOP SERVICES SUBSCRIPTION
7.1. You Must Be a Licensed QuickBooks Desktop Software User to Subscribe. Whether you purchased your Software license on a standalone or Subscription basis (depending on your location and the purchase options available to you), you may obtain a monthly or annual subscription to the Payroll for Desktop Service at any time by going to the QuickBooks web site, http://www.quickbooks.intuit.com/. You must be a licensed subscriber or licensed user of the latest or applicable (currently supported or non-discontinued) QuickBooks Desktop software version in order to use the Payroll for Desktop Service. Restrictions, additional terms, and fees apply. If you purchased a Subscription to QuickBooks Desktop Enterprise, the Payroll for Desktop Service may be included depending on your choice of Subscription.
7.2. Use of Services May Require Acceptance of Additional Terms. The Services, including but not limited to the Payroll for Desktop Services or other Services, Applications, tools, features, and Subscriptions may be accompanied by (and use or continued use subject to this Agreement and your acceptance of) separate agreements, terms, and conditions, as well as payment of any applicable fees.
7.3. Updates and Upgrades. For additional information about Payroll for Desktop Service Updates, Upgrades, and eligibility see Section 10 below.
8. PAYING FOR YOUR SUBSCRIPTION PLAN AND ANY SERVICES. When you subscribe to a paid Subscription Plan or any Services, you must have a valid credit card or a valid debit card with a Visa or MasterCard logo (“Card”) or sufficient funds in an acceptable U.S. checking or savings account to cover an electronic debit of the initial and monthly Subscription fee to obtain (and to maintain uninterrupted) the applicable Subscription. The information you provide must be accurate and complete. When you subscribe and provide payment information, your Card or bank account will be debited (initially), and will be thereafter automatically re-debited, at the then current Subscription rate, at the beginning of each applicable monthly, quarterly, or one-year Subscription Plan term (“Renewal Term”) to maintain the applicable Subscription. You may notify us at any time to cancel a Subscription. To help minimize the potential for unwanted Renewal Term charges, you should notify us of your desire to cancel a Subscription Plan prior to the beginning of the next Renewal Term.
9. WARRANTY DISCLAIMER
9.1. General. For general Software warranty disclaimers, see Section A.7.1. Additional warranty disclaimers are provided below.
9.2. Payroll Tax Tables. YOU ASSUME FULL RESPONSIBILITY FOR YOUR SELECTION OF THE TAX TABLE TO ACHIEVE YOUR INTENDED PURPOSES, FOR THE PROPER INSTALLATION AND USE OF ANY TAX TABLE, AND FOR VERIFYING THE RESULTS OBTAINED FROM USE OF THE TAX TABLES. INTUIT AND ITS SUPPLIERS DISCLAIM AND EXCLUDE ANY TERM, REPRESENTATION, WARRANTY, OR CONDITION THAT ANY TAX TABLE OR FUNCTIONS CONTAINED IN ANY TAX TABLE WILL MEET YOUR REQUIREMENTS, OR THAT THE OPERATION OF THE TAX TABLES WILL BE UNINTERRUPTED OR ERROR FREE.
9.3. Payroll for Desktop Services. YOU ASSUME FULL RESPONSIBILITY FOR THE USE OF THE PAYROLL FOR DESKTOP SERVICES TO ACHIEVE YOUR INTENDED PURPOSES, FOR THE PROPER INSTALLATION AND USE OF THE PAYROLL FOR DESKTOP SERVICE AND FOR VERIFYING THE RESULTS OBTAINED FROM USE OF THE PAYROLL FOR DESKTOP SERVICE. IN ADDITION TO THE OTHER DISCLAIMERS IN THIS AGREEMENT, INTUIT AND ITS SUPPLIERS DISCLAIM ANY WARRANTY THAT THE PAYROLL FOR DESKTOP SERVICE WILL MEET YOUR REQUIREMENTS, OR THAT THE OPERATION OF THE PAYROLL FOR DESKTOP SERVICE WILL BE UNINTERRUPTED OR ERROR FREE.
10. RECEIVING SOFTWARE UPDATES; UPDATE AVAILABILITY AND ELIGIBILITY FOR UPGRADE(S)
10.1. Receiving Software Updates. If and when you connect to the internet and use the Software, Intuit may also include Updates in the transmission or install programs you may have requested. Updates may sometimes include bug fixes or other important or critical patches. You are required to install all Updates promptly in order to ensure full functionality of the QuickBooks Desktop software and we recommend that you turn on ‘auto update’ to help ensure timely receipt of all such Updates. Additionally, certain Updates may require you to Uninstall and re-install the QuickBooks Desktop software to continue your eligibility to receive all future updates, including critical updates.
10.2. Update Availability and Eligibility for Upgrade Based on Software License Type. In exchange for your continued compliance with this Agreement, and any changes or modification to this Agreement made by Intuit as described above in Section A.9., you shall have access to the purchased Software or Subscription in accordance with the following provisions:
10.2.1. Software Licensed on a Standalone Basis. If you purchased your license for QuickBooks Desktop software by making a one-time, upfront payment at retail or directly from Intuit and not under a Subscription, you are entitled to receive: (i) access to the features of the specific version of the QuickBooks Desktop software product and version purchased; and (ii) Updates and Enhancements to the QuickBooks Desktop software on a when-and-if available basis through the then-current support discontinuation or end date for the particular QuickBooks Desktop software version, which for QuickBooks Desktop 2021 is May 31, 2024 (see Section 13 below). Updates and Enhancements do not include future Upgrades to the Software. Intuit’s obligations to you under this Section are contingent upon you installing all Updates within 30 days after release or upon being notified by Intuit or its representatives of their availability, whichever occurs first. Software purchased on a separate standalone basis, including eligibility for Updates and Enhancements, is subject to the terms of this Agreement and the discontinuation policy and termination provisions in Sections 13 and 14 below.
10.2.2. Software Licensed on a Subscription Basis. If you purchased a Subscription based license for the Software, which generally means that you will be paying for your use of the Software on a monthly or annual basis then, so long as your Subscription remains active and so long as Intuit is receiving the applicable payment from you, you are entitled to receive as part of your active Subscription: (i) access to the features of the Software subscribed to by you; (ii) Updates and Enhancements on a when-and-if available basis; (iii) certain additional products, add-ons or other Services, and/or discounts generally provided by Intuit to all subscribers, when-and-if they should be made available to you (such products, add-ons or other Services may be accompanied by, and use subject to, additional terms, conditions, and fees); and (iv) for subscribers under certain qualifying Subscriptions only, the right to receive new releases (i.e., Upgrades) of the Software when-and-if they are available (also referred to in this Agreement as “Version Protection”). Software licensed on a Subscription basis is eligible for Updates and Enhancements only during the active Subscription period. Neither Updates nor Enhancements include future Upgrades to the Software. Upgrades are only offered on a when-and-if available basis and only to active subscribers under certain qualifying Subscriptions. If you are entitled to receive an Upgrade under an active qualifying Subscription, you may be required to accept different or additional software license terms and conditions as provided. Additionally, if you have purchased a Subscription that includes support, or if you have subscribed to a separate support Services plan, you will also be entitled to receive support Services as described in Section 12 below. If the term of your Software, Services, or other Subscription expires or is terminated for any reason, you will no longer be authorized to receive or install such Updates and Enhancements and you will no longer be entitled to receive Upgrades.
10.2.3. QuickBooks Desktop Enterprise Solutions, QuickBooks Desktop Enterprise Subscription Plan, QuickBooks Desktop Pro Plus, and QuickBooks Desktop Premier Plus Subscriptions (or other released versions). During your active Subscription term, you are entitled to the applicable QuickBooks Desktop Software, Enhancements, Updates, and Upgrades to the Software, when-and-if they are available. When your Subscription terminates or lapses, you will lose your license to use the QuickBooks Desktop Software. Though you will no longer have access to the Software and all related Services, you will retain access to your company data file stored on your device, which can be reinstated to a readable QuickBooks Desktop format upon reactivation of your Subscription or with the purchase of a license to the Software.
10.2.4. ProAdvisor Deluxe and Premium and QuickBooks Accountant Desktop Plus Subscription. During your active Subscription term, you are entitled to the applicable QuickBooks Desktop Software, Enhancements, Updates, and Upgrades to the Software, when-and-if they are available. When your Subscription terminates or lapses, you will retain your license to use the QuickBooks Desktop Software, as well as Enhancements and Updates when-and-if they are available, but will no longer be entitled to Upgrades.
10.2.5. Enhanced Payroll Plus and Assisted Payroll Plus Subscription. During your active Subscription term, you are entitled to Payroll for Desktop Services, the applicable QuickBooks Desktop Software, Enhancements, Updates, and Upgrades to the Software, when-and-if they are available. When your Subscription terminates or lapses, you will retain your license to use the QuickBooks Desktop Software, as well as Enhancements and Updates when-and-if they are available, but will no longer be entitled to Upgrades nor have access to the Payroll for Desktop Services.
10.2.6. Payroll for Desktop Services. All Payroll for Desktop Services interoperate only with compatible, supported versions of the Software; so from time to time you may need to install Software Updates (or allow Intuit to install them electronically) or purchase and install Software Upgrades to be able to continue using the applicable Payroll for Desktop Service.
11. DELIVERY OF SOFTWARE ELECTRONICALLY OR VIA PHYSICAL MEDIA. As determined by Intuit in its sole discretion, the Software, Subscription, and related Services may be provided via physical media (e.g. DVD) and/or electronically via the internet. You may be charged an additional fee if Intuit makes the Software, Subscription, or Services available electronically and via physical media, or different media form or format (some of which could be fee-based) and you choose physical media or otherwise choose the form or format which is identified as having an additional fee. Any software that is delivered by electronic transmission (regardless of whether a replacement copy is ordered) will be deemed delivered on the date that Intuit makes such program available for download. It is your sole responsibility to establish and maintain in good working order adequate internet access in order to receive the Software, Subscription, or related Services, if applicable, as well as the computer via which you will access or use any of these.
12. HELP AND SUPPORT
12.1. Support Services. Support Services are technical assistance and customer service provided by Intuit in connection with Software, Services, or Subscriptions using various means, including in-product, internet, chat, e-mail, and telephone, some of which may require payment of additional fee(s). The terms and conditions governing the offering or provision of support Services are subject to change as may be announced by Intuit from time to time. Please consult the QuickBooks support website (currently accessible at, https://community.intuit.com/products/quickbooks-help-en-us) for the most up-to-date information relating to support and any associated fees, as well as Updates to the Software. By using QuickBooks support Services, you authorize Intuit to collect certain company data files in order to provide you with a better customer support experience.
12.2. Support Services Fees. Only subscribers with (active, paid accounts in good standing and) specified Subscriptions and an included or paid support plan have access to the support Services. If you purchased a Software license on a standalone basis by making a one-time payment, or if your particular Subscription plan does not include support, you will have to pay a fee to access the support Services. Availability and access to all Services, including Support Services for your Software, is subject to the then-current Intuit discontinuation policy applicable to your particular Software version (see below).
13. DISCONTINUATION POLICY AND END OF SOFTWARE SUPPORT
13.1. Discontinuation Policy; Software Support End-Date; Non-Supported System Requirements, Services, or Software
13.1.1. Discontinuation Policy (Software End-of-Life). The Intuit Software is subject to Intuit’s discontinuation policy and Intuit reserves the right to discontinue all support for the Intuit Software, and/or for any features, online or other Services or content accessible through the Intuit Software in accordance with its current discontinuation policy. If the Intuit Software offers Services that require a connection to an Intuit server (including internet-based Services), such as downloading financial data from a participating bank, credit union, credit card, brokerage, mutual fund accounts, online bill paying, and downloading stock/fund quotes and news, such Services may expire in accordance with Intuit’s current discontinuation policy. Once an Intuit Software version or its support is discontinued, no replacement CDs or future support or Updates, will be provided or made available by Intuit for that particular Software version. You understand that discontinued Software versions (i.e., Software versions for which support and Updates are no longer provided) may in the future be vulnerable to un-patched issues, including bugs, security, and other risks, and that Intuit is not responsible for your continued use of such Software.
13.1.2. Intuit Software Support Discontinuation or End-Date. Subject to Intuit’s discontinuation policy and notwithstanding any Subscription terms provided separately, Intuit will provide support for QuickBooks Desktop software until the then-current support discontinuation or end date for the particular QuickBooks Desktop software version, which for QuickBooks Desktop 2020 is until May 31, 2024. More information about the discontinuation policy relating to the Software is available at https://quickbooks.intuit.com/learn-support/en-us/discontinue-products/quickbooks-desktop-service-discontinuation-policy-and-upgrade/00/185560.
13.1.3. Non-Supported System Requirements, Services, or Software (i.e., no longer supported by their third party providers). System requirements and operating environments for use of the Software as designed, including currently-supported operating systems, database engines, browsers and other technical components are available on the website for the Software. Notwithstanding anything above to the contrary, Intuit will not provide (and is not in any way liable to you for) Software support for Services, software, or system requirements or operating environments, including any operating system, database server or browser version, or other technical component, that is unsupported by its originating third party provider. In the event that any currently-supported Services, software, system requirement or operating environment, or other technical component is discontinued or no longer supported by its provider, Intuit will likewise discontinue its Software support for that particular Service, software, system requirement, operating environment or system, database server or browser version, or other technical component.
14.1. General. Support for the Software will be discontinued or terminated as described above in Section B.13. Your rights to use the Software, including your access to and use of any Services or Subscription, may be terminated by Intuit immediately and without notice in accordance with the termination provisions of this Agreement, including those above in Section A.10., or in this section B.14, if at any time you fail to comply with any term or condition of this Agreement.
14.2. Payroll for Desktop Service
14.2.1. Your rights to any Payroll for Desktop Services Subscription may be terminated by Intuit if Intuit is unable to debit your payment method in accordance with this Agreement, Intuit will not provide refunds for any Payroll for Desktop Services outside of the 60-Day Satisfaction Guarantee period described in Section 15 below. Intuit has the right to change or add to the terms or conditions of any Payroll for Desktop Service or Subscription Plan at any time (provided that it is not Intuit’s intent that such change substantially affect the license rights granted to you and for which consideration was paid by you), and to change the method of delivering or accessing the Payroll for Desktop Service and/or the Subscription fee, and to change, delete, discontinue or impose conditions on any feature or aspect of the Payroll for Desktop Service. In this event you will receive notice of such change, typically via email or on www.quickbooks.com. For the latest version of the terms or conditions of the applicable Payroll for Desktop Service, go to www.payroll.com, or such other site designated by Intuit.
14.2.2. In addition to termination of your rights as described above, you understand that if you subscribe and use any Payroll for Desktop Service to process payroll fraudulently, Intuit will share your name and other information we collect with similar payroll processors in an attempt to collect outstanding amounts you owe to Intuit and other payroll processors.
14.3. Assisted Payroll for Desktop Service. Intuit has the right to change or add to the terms or conditions of Assisted Payroll at any time (provided that it is not Intuit’s intent that such change substantially affect the license rights granted to you and for which consideration was paid by you), and to change the method of delivering or accessing Assisted Payroll and/or the Subscription fee and to change, delete, discontinue or impose conditions on any feature or aspect of the Assisted Payroll for Desktop Service.
14.4. Direct Deposit Service. Your access to and use of the Direct Deposit Service may be terminated by Intuit in accordance with the termination provisions of this Agreement. You may terminate your use of the Direct Deposit Service by notifying us that you no longer wish to use the Direct Deposit Service. Access to the Direct Deposit Service will remain in effect until we have a reasonable opportunity to act on the notice. If you terminate the Direct Deposit Service, no fees you have paid will be refunded, if applicable.
15. 60-DAY SATISFACTION GUARANTEE
15.1. General. If within 60 days of purchase, you are not satisfied with the Software and you purchased the Software from a retail store, you may uninstall and delete all copies of the Software from your computer(s) and return it within 60 days of purchase to the store where you purchased your license with a dated receipt for a full refund. If the store is unable or unwilling to issue a refund or if you obtained the Software directly from Intuit, you may uninstall and delete all copies of the Software and return the Software with a dated receipt or packing slip within 60 days of purchase via U.S. mail to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004 or via UPS to Intuit Inc., Returns Department, 110 Hidden Lake Circle, Duncan, SC 29334. If you obtained the Software directly from Intuit via an internet download, you may submit a written request to Intuit including your name, contact and product order information to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004. If the Software was pre-installed on your computer when you bought it, or if DVDs came packaged with your computer at no extra charge, follow the manufacturer’s applicable return policy. If you obtained the Software by downloading it on your computer, contact the provider of the download site. Intuit will not provide refunds outside the 60-Day Satisfaction period.
15.2. Payroll for Desktop Service. If you are not satisfied with the Basic or Enhanced Payroll Subscription and you purchased the Subscription from a retail store, you may uninstall and delete all copies of the Software from your computer(s) and return it within 60 days of purchase to the store where you purchased your license with a dated receipt for a full refund of the purchase price. If the store is unable or unwilling to issue a refund or if you obtained the Subscription directly from Intuit, you may uninstall and delete all copies of the Software and return the Software with a dated receipt or packing slip within 60 days of purchase via U.S. mail to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004, or via UPS to Intuit Inc., Returns Department, 110 Hidden Lake Circle, Duncan, SC 29334. If you obtained the Subscription directly from Intuit via an internet download, you may submit a written request to Intuit including your name, contact and product order information to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004.
15.3. Assisted Payroll for Desktop Service. If you are not satisfied with the Assisted Payroll Subscription and you obtained the Subscription directly from Intuit, you may uninstall and delete all copies of the Software and return the Software with a dated receipt or packing slip within 60 days from submission of your first payroll for a full refund of your sign-up fee and transaction fees via U.S. mail to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004, or via UPS to Intuit Inc., Returns Department, 110 Hidden Lake Circle, Duncan, SC 29334. If you obtained the Subscription directly from Intuit via an internet download, you may submit a written request to Intuit including your name, contact and product order information to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004.
16. LIMITED WARRANTY
16.1. Tax Tables. Intuit warrants that the tax table(s), if and when made available by Intuit, will operate substantially as described in the related documentation. The tax table is designed to provide you with information only and you understand and agree that Intuit is not engaged in rendering legal, accounting or other professional advice or services. If legal advice or other expert assistance is required, you should seek the service of a competent professional. It is your responsibility to be knowledgeable of tax table changes that affect you and to ensure that you follow these changes by law.
16.2. If the DVD is Defective within 60 Days of Shipment. If the DVD on which the Software is stored is defective, then return the DVD to Intuit Inc., Returns Department, PO Box 19004, Greenville, SC 29602-9004 within 60 days of shipment (or in the case of a retail purchase, within 60 days of purchase) with a dated receipt or packing slip, and a replacement DVD will be mailed to you.
16.3. If the DVD is Defective More than 60 Days after Purchase. If more than 60 days has elapsed from the purchase date and the DVD is defective and you would like a replacement while that version is still commercially available, you may obtain a replacement by sending your defective DVD and a check for the applicable amount published by Intuit (additional fees may apply per replacement), plus applicable taxes, to Intuit at the address listed in Section 16.2 above. For all orders shipped within the U.S., please add all applicable shipping and handling charges, state and local sales tax as well as tax on shipping and handling based on your shipping address.
16.4. If the DVD or Software Included or Pre-Installed with Your Purchased Computer is Defective or Functioning Improperly. If the Software was pre-installed on your computer when you bought it, or if DVDs came packaged with your computer at no extra charge, and the Software is defective or was installed improperly, you may obtain replacement DVDs from the company that manufactured your computer, at its option, by sending your request stating the nature of the problem, plus a copy of your dated receipt for the computer on which the Software was installed, to the manufacturer of the computer.
16.5. If You Obtained the Software By Download. If you obtained the Software by downloading it on your computer and the Software installed improperly, contact the provider of the download site.
17. INTUIT’S ENTIRE LIABILITY AND YOUR EXCLUSIVE REMEDIES. SECTION A.8., AND SECTION B.15. AND B.16. OF THIS AGREEMENT SET FORTH INTUIT’S SOLE AND ENTIRE LIABILITY AND YOUR EXCLUSIVE REMEDIES IN THE EVENT OF YOUR DISSATISFACTION WITH THE SUBSCRIPTION, THE SOFTWARE, DEFECTIVE DVDS OR APPLICABLE SETUP SERVICE, UPDATE SERVICE, TECHNICAL SUPPORT/SUPPORT SERVICE PROVIDED AS PART OF OR IN CONNECTION WITH THE SUBSCRIPTION OR THE SOFTWARE.
18. NO ADVICE. As stated in Section A.6.1., Intuit does not give professional advice. Neither the Software, nor any Services or Subscriptions (including but not limited to any Payroll for Desktop Services, Assisted Payroll for Desktop Services, Direct Deposit Services, tax tables, or other Services, features, or offerings) provided or made available to you by Intuit or otherwise accessible for your use in, through, or in connection with the Software, include or facilitate access to the internet for connecting to any Service or otherwise, and neither furnishes or constitutes legal or professional services or advice, advice of deductions or direct deposit to Payees, or advice or information regarding any selected tax table or local, governmental, or other taxes.
19. HEALTH INFORMATION AND PRIVACY. If you intend to use the Software, related Services and content in conjunction with the medical or health information of particular individuals, you acknowledge and agree that the Software, related Services and content are not HIPAA-ready or HIPAA-compliant and will not assist with or ensure compliance with HIPAA, and that you are solely responsible for using the Software, related Services and content in a manner consistent with all applicable federal and state privacy laws relating to medical or health information.
20. THIRD PARTY NOTICES
20.1. QlikTech Terms. If you are a QuickBooks Desktop Enterprise solutions customer, and subscribe to the Advanced Reports Service (additional fees may apply), the following terms apply:
20.1.1. User acknowledges that the Software contains or incorporates proprietary software owned by QlikTech and its affiliates (“QlikView Products”). User is expressly prohibited from using the QlikView Products in any way other than integrated with the data structures of the OEM Product. User has no license or any other right to the QlikView Products, and may under no circumstances whatsoever use the QlikView Products independently or separated from the OEM Product. QlikTech and its affiliates are third party beneficiaries of this Agreement and may enforce the applicable terms and conditions of this Agreement.
20.1.2. User may only use the QlikView Products for its own internal purposes in accordance with the terms of this Agreement. User shall not, directly or indirectly: (i) sell, rent, sublicense, publish, display, loan, distribute or lease the QlikView Products; (ii) transfer to any other person or entity any of its rights to use the QlikView Products except as expressly permitted hereunder; (iii) reverse engineer, decompile, disassemble, modify, translate, make any attempt to discover the source code of the QlikView Products or underlying ideas or algorithms of the QlikView Products or any software contained therein, or create derivative works from the QlikView Products unless explicitly permitted by applicable and mandatory law; (iii) remove, delete or modify any copyright notices or any other proprietary notices or legends on, in or from the QlikView Products; or (iv) use the QlikView Products in any manner not authorized by this Agreement.
20.1.3. QlikTech and its affiliates, or their respective suppliers or licensors where applicable, own and retain all right, title and interest in and to the QlikView Products, and their respective patents, trademarks (registered or unregistered), trade names, service marks, logos, designs, copyrights, trade secrets and confidential information. User does not acquire any right, title or interest in or to the QlikView Products or any intellectual proprietary rights contained therein.
20.1.4. User agrees to (i) comply with all applicable local, state, national and foreign laws and regulations in connection with User’s use of the QlikView Products, including those related to data privacy, copyright, export control and the transmission of technical or personal data; and (ii) use reasonable security precautions for providing access to the QlikView Products by its employees or other individuals to whom User provides access and to prevent unauthorized access to use of the QlikView Products. User is fully responsible for all data it introduces into the QlikView Products, including but not limited to adequate protection and backup, and none of Intuit, QlikTech or their respective affiliates shall have any obligation or liability with respect thereto.
20.1.5. Individual software components, each of which has its own copyright and its own applicable license conditions (“QlikView Third Party Software”) may be distributed, embedded, or bundled with the QlikView Products. Such QlikView Third Party Software is separately licensed by its copyright holder. Use of the QlikView Third Party Software must be in accordance with its license terms available at http://www.qlik.com/us/info/software-ula?ga-link=footer. No representations, warranties or other commitments of any kind are made regarding such Third Party Software.
20.1.6. Your rights to access/use the QlikView Products shall be immediately terminated upon your breach of any of the terms of this Section.
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Mountain View, CA 94039-7850
Rev August 2021