End User Licence Agreement

Effective date: 13 September 2026

This agreement governs use of the RTS Portfolio Finance application (the “Application”), provided by Remote Technology Services, LLC (“RTS”, “we”, “us”). It applies to the authorized personnel of RTS and its affiliated entities who use the Application (“you”). By connecting a QuickBooks Online company to the Application, you accept these terms.

1. What the Application is

The Application is a private, internal tool. It reads Profit & Loss reports and company profile information from QuickBooks Online companies operated by RTS and its affiliates, and assembles them into internal financial reporting. It is not sold, licensed, distributed or made available to the public, and it is not listed on the QuickBooks App Store.

2. Licence granted

RTS grants you a limited, non-exclusive, non-transferable, revocable licence to use the Application for the internal business purposes of RTS and its affiliated entities. No other right is granted.

3. Read-only operation

The Application is read-only with respect to QuickBooks data. It does not create, modify, delete or submit any record in QuickBooks Online. This restriction is enforced in the software itself: any request other than a read is rejected before it is sent.

Nothing in the Application is a substitute for your accounting records. QuickBooks Online remains the system of record, and figures produced by the Application are reporting outputs, not books of account.

4. Your responsibilities

• Connect only QuickBooks companies you are authorized to administer
• Keep the credentials and authorization tokens used by the Application confidential
• Disconnect any company that should no longer be accessible, using the procedure published here
• Do not copy, redistribute, sublicense, sell, or make the Application available to any third party
• Do not reverse engineer, decompile or attempt to derive source code except where that restriction is prohibited by law

5. Intuit is not a party

QuickBooks and QuickBooks Online are products of Intuit Inc. Intuit is not a party to this agreement, does not provide the Application, and is not responsible for it. Your use of QuickBooks Online is governed separately by your agreement with Intuit. Access is exercised through Intuit's published APIs under the authorization you grant, and may be revoked by you or by Intuit at any time.

6. Accuracy and professional advice

The Application reports what QuickBooks returns. It does not audit, verify or correct the underlying bookkeeping, and a period with missing or uncategorized data will be reported as such rather than as a zero. Outputs are not accounting, tax, legal or investment advice. Decisions with tax or statutory consequences should be taken with your accountant.

7. No warranty

The Application is provided “as is” and “as available”, without warranty of any kind, express or implied, including any implied warranty of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that it will be uninterrupted, error-free, or that any particular figure it reports is complete.

8. Limitation of liability

To the maximum extent permitted by law, RTS will not be liable for any indirect, incidental, special, consequential or punitive damages, or for any loss of profits, revenue, data or goodwill, arising out of or relating to the Application. Because the Application is provided at no charge for internal use, our aggregate liability arising out of or relating to it will not exceed one hundred United States dollars (US$100).

9. Term and termination

This agreement takes effect when you first connect a QuickBooks company and continues until terminated. You may terminate at any time by disconnecting every connected company. We may suspend or terminate the licence at any time. Sections 5 through 8 survive termination.

10. Changes

We may update this agreement. The effective date above will change when we do. Continued use after an update constitutes acceptance.

11. Governing law

This agreement is governed by the laws of the State of South Carolina, without regard to its conflict of laws rules. The exclusive venue for any dispute is the state or federal courts located in Horry County, South Carolina.

12. Contact

Remote Technology Services, LLC
1293 Professional Drive
Myrtle Beach, SC 29577
jnorris@remotetechservices.net
(800) 478-8105

See also our privacy policy and disconnect instructions.