AI tool privacy · Intuit
QuickBooks AI (Intuit Assist) and your company’s data
By David Michaelson, MS Last checked October 23, 2026
The short answer
Intuit’s privacy statement says it may use your information to train its AI and machine learning models, and the QuickBooks terms say what you type to its AI assistants may be used to improve them; the pages we read describe no setting to turn this off.
Safer setup: Keep the books in QuickBooks, but do not paste extra customer details, such as notes or ID numbers, into QuickBooks AI chats. Give staff only the QuickBooks access their job needs.
The five answers
Each answer comes from Intuit’s own policy or help pages, with the link and the date we read it. Setting names are quoted exactly as Intuit writes them.
| Question | QuickBooks Online accounts |
|---|---|
| Trains on your data by default? | Yes. Intuit’s privacy statement says it may use personal information to train its AI and machine learning models, and the QuickBooks terms say content you give its AI assistants may be used to improve them. The pages we read describe no opt-out for this. Read on October 23, 2026 Source: intuit.com |
| How long your data is kept | As long as Intuit needs it. Intuit says it keeps personal information as long as needed to meet its retention requirements, provide its services, and run its business, and it may keep some even after a deletion request. Read on October 23, 2026 Source: intuit.com |
| Who can see it | Your team, under the access rights the owner or admin sets. Intuit also says that when you use its AI chat and digital assistants, it may process your information by automated and manual, human, methods. Read on October 23, 2026 Source: intuit.com |
| Where data is stored | In the United States and other countries. Intuit says U.S. tax return information is stored in the United States, and that it may store and process other personal information in any country where it or its service providers operate. Read on October 23, 2026 Source: intuit.com |
| How to delete | Ask Intuit to delete your personal information through your account settings or the Intuit Privacy Center, or by phone. Intuit may keep some data where the law or its business needs require. Read on October 23, 2026 Source: intuit.com |
Safer setup, step by step
- Give each person their own QuickBooks login with only the access rights they need. The business owner or an admin controls these rights. Source: intuit.com for this step
- Do not type customer details into AI chats that the task does not need. The QuickBooks terms say what you give its AI assistants may be used to improve them. Source: intuit.com for this step
- To ask Intuit to delete personal information, use your account settings or the Intuit Privacy Center. Source: intuit.com for this step
What to write in your policy
Staff use QuickBooks AI only for bookkeeping tasks inside our company QuickBooks account. Customer details beyond what the task needs stay out of AI chats.
Building your own approved tools list? The SafeStart Handbook includes one, with company accounts and safer privacy settings.