Security & Backup

Keeping Your Information Safe

Is SalesRep360 reliable, secure, and confidential? Is our data safe? Learn how your data is stored, how it is protected, how it is transmitted between QuickBooks and other systems and the hosted server, as well as how you can password-protect specific areas of SalesRep360 by setting up user-level permissions.

Is our data backed up in case of an emergency?

Data is backed up daily and written to a second backup hard drive instantly (using ”RAID” technology). We can perform full backup recovery to a specific day in the previous 14 day period in the event of a system-wide emergency, or individual company account recovery in the case of isolated data loss. Our hardware is also fully redundant so even if one disk or server fails nothing should be lost and the system should not go down. Our uptime is well over 99%.

Where is the data hosted?

We take all reasonable precautions to keep your information safe and secure. Our state-of-the-art redundant server cluster is professionally managed and located within a SSAE 16 ( certified facility in Dallas, Texas.

How is data transmitted to and from QuickBooks?

Your QuickBooks data is transferred back and forth from the hosted server using secure 256-bit SSL encryption. If you are using QuickBooks Online, syncing occurs using SSL encryption directly between SalesRep360's server and Intuit's data center.

Which SalesRep360 screens are secure?

All pages are secured using SSL.

How do I set up user-level permissions?

  • QuickBooks Transactions - Under QuickBooks > Synchronize you can determine which type of transactions get synchronized with SalesRep360, and how many days of history you wish to store.

What is the Audit Trail?

Under QuickBooks > Audit Trail you will find a log of every addition, edit, deletion and sync that has been performed on your Company Account. You can see which table and record was affected, when the change was done, and which user performed the entry.