Terms of Use

Last updated: October 21, 2026

1. Agreement

These Terms of Use are an agreement between you and ReconciledBooksCo ("we," "us," or "our"). They cover reconciledbooksco.com and every spreadsheet template, workbook, document, and browser app we sell or give away (together, the "Products"). By using the site or a Product, you agree to these terms. If you do not agree, do not use the site or the Products. Our Privacy policy and Refund policy are part of these terms.

2. Not professional advice

The Products, the blog, and everything else on this site are organizational tools and general information. They are not accounting, tax, legal, or financial advice, and using them does not create a client relationship with anyone. Rules differ by country, state, organization type, and situation. Consult a licensed professional, such as a CPA, an enrolled agent, or an attorney, before you make a decision that depends on these questions.

3. You verify the results

The Products do the math and flag common problems, but the numbers come from what you enter or import. You are responsible for checking your inputs, reviewing every result, total, report, and suggested journal entry before you rely on it, and keeping your own backups. A Product that shows a $0.00 difference or no warnings does not mean your books are complete, correct, or compliant.

4. License for purchased Products

When you buy or download a Product, we grant you a limited, non-exclusive, non-transferable license to use it for your own personal or business records. The organization and household limits in our Refund policy apply: one organization per purchase for church, nonprofit, club, and business products, and one household per purchase for household and caregiver products. You may make copies for your own use and backups, and you may edit the files to fit your records.

You may not:

• resell, sublicense, rent, or give away a Product or any part of it;
• share the files or the download link with people outside the licensed organization or household;
• post a Product, in original or modified form, where others can download it;
• repackage a Product as your own template, app, or course material; or
• remove our name or notices from a Product.

The license ends if you break these terms. We keep all rights we do not expressly grant.

5. Purchases, delivery, and final sale

Buy Now and Get it free open checkout in a new tab. Checkout, payment, and delivery are handled by a third-party checkout provider and its payment processors, under their own terms. Prices are shown in US dollars and may change at any time, but a change does not affect an order you have already paid for.

Products are digital downloads, delivered right after payment. Because they are digital, all sales are final once delivered. If a file will not open or a download link fails, contact us through the form and we will fix the file or send it again, as described in our Refund policy. That fix or re-send is your only remedy for a file that will not open. Nothing in these terms limits a right you have under a law that cannot be waived.

6. As is, no warranty

The site and the Products are provided "as is" and "as available," with all faults. To the fullest extent the law allows, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, non-infringement, and that a Product will be error-free, uninterrupted, or compatible with your software, browser, or device. Spreadsheet programs and browsers change over time, and we do not promise that a Product will keep working with every future version.

7. Limitation of liability

To the fullest extent the law allows, ReconciledBooksCo will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, penalties, interest, tax assessments, or the cost of professional services, arising from the site or a Product, even if we were told such damages were possible. Our total liability for any claim about the site or a Product is limited to the amount you paid us for the Product the claim is about. For a free Product, that amount is zero.

8. Indemnification

You agree to defend, indemnify, and hold harmless ReconciledBooksCo from any claim, loss, liability, or expense, including reasonable attorneys' fees, that arises from your use of the site or a Product, the records, reports, or filings you prepare with a Product, your breach of these terms, or your violation of any law or the rights of anyone else.

9. Third-party links, checkout, and tools

The site links to other websites and uses services run by other companies, including the checkout provider and payment processors, the contact form service, video players, and social networks. Products are built to work in third-party software such as Microsoft Excel, Google Sheets, and web browsers. We do not control those companies, their sites, or their software, and we are not responsible for their content, availability, security, pricing, or practices. Your use of them is under their own terms and privacy policies.

10. Intellectual property and trademarks

The site, the Products, and their text, layouts, formulas, designs, code, images, and videos belong to ReconciledBooksCo and are protected by copyright and other laws. Buying a Product gives you the license in section 4, not ownership. ReconciledBooksCo, ReconMatch, and our logo are our marks.

QuickBooks and Intuit are trademarks of Intuit Inc. Microsoft and Excel are trademarks of Microsoft Corporation. Google and Google Sheets are trademarks of Google LLC. Other product and company names belong to their owners. We mention them only to describe compatibility or to discuss them. Some pages include a QuickBooks affiliate link, explained on our Affiliate disclosure page. Except for that affiliate program, ReconciledBooksCo is not affiliated with, sponsored by, or endorsed by those companies.

11. Acceptable use

When you use the site, you agree not to:

• break any law, or use a Product to hide, falsify, or misreport financial information;
• try to get around checkout, a download limit, or any security feature;
• copy, scrape, or harvest the site or its content in bulk;
• upload or send malware, or interfere with how the site works;
• send spam, abusive messages, or someone else's private information through the contact form; or
• pretend to be ReconciledBooksCo or anyone else.

12. Changes to these terms

We may update these terms. When we do, we will post the new version on this page and change the date at the top. Changes apply from that date and do not apply to a purchase completed before it. If you keep using the site or a Product after a change, you accept the updated terms.

13. Governing law and venue

These terms are governed by the laws of the State of Texas, without regard to its conflict-of-law rules. Any dispute about the site, a Product, or these terms will be brought only in the state or federal courts located in Bexar County, Texas, and you and we consent to their jurisdiction.

14. General

If a court finds part of these terms unenforceable, the rest stays in effect. If we do not enforce a term right away, we have not waived it. These terms, with the Privacy and Refund policies, are the whole agreement between you and us about the site and the Products.

15. Contact

Questions about these terms: contact us through the form.