QBAM Financial Packet Generator

Hallows & co

Hallows & co uses an internal tool to generate quarterly and monthly financial review packets for our clients, using data from your connected QuickBooks Online company. This tool is operated by Hallows & co staff on your behalf — there is no separate customer-facing portal or login for this integration.

Connecting or Reconnecting

If your Hallows & co representative asks you to connect (or reconnect) your QuickBooks Online company, you’ll be taken directly to QuickBooks’ own secure authorization screen to approve the connection. No account or login with Hallows & co is required.

Disconnecting

You can disconnect this integration at any time in either of these ways:

• In QuickBooks Online, go to Settings → Apps → My Apps, find the app, and select Disconnect.
• Contact your Hallows & co representative and ask them to disconnect it on your behalf.

Questions

For any questions about this connection or how your data is used, contact your Hallows & co representative or call 435-529-3351. See also our Privacy Policy.