AE Migration: privacy policy
AE Migration is an internal tool of TX Cleopatra Records ("we", "us"). It connects only to our own QuickBooks Online company. We use it to move our accounting records there from our previous accounting software and to check that they arrived correctly. It is not offered to anyone outside our company.
What the app can access
When one of our QuickBooks Online administrators authorizes it, the app can read and write the accounting data in our QuickBooks Online company through Intuit's Accounting API. That includes:
- the chart of accounts, classes, locations and payment terms;
- customers, vendors, and products and services;
- journal entries, invoices, credit memos, bills, payments and bill payments;
- reports such as the trial balance, profit and loss and aging reports.
Customer and vendor records can include the names, postal addresses, email addresses and phone numbers of the people and businesses we deal with. We already hold this information in our own business records.
How we use it
We use the data only to:
- load our records into QuickBooks Online;
- check them against our previous system;
- correct or undo a load if something goes wrong.
We don't use the data for advertising, profiling or anything else. We don't sell it, and we don't combine it with any other company's data.
Where it is kept
- The app runs on company computers with full-disk encryption. It saves only the working files and check reports needed for the migration.
- The app's access tokens are stored encrypted, and its credentials are never written to logs.
- The app's logs record technical details only: the time, the type of request, the result code and Intuit's transaction ID. They contain no accounting data.
Who can see it
- Our own staff who run the migration, and our outside accountants.
- We operate the app with an AI coding assistant (Claude, provided by Anthropic). While running the app, the assistant can process the data the app reads, under our agreement with that provider.
No one else has access to the data through the app.
How long we keep it
We keep the working files with our accounting records for as long as we need them for the migration and for our record-keeping obligations, then delete them. If the app is disconnected from QuickBooks Online, its access stops at once and we delete its stored tokens.
Questions and requests
To find out what information we hold about you, or to ask us to correct or delete it, write to us at contact@cleorecs.com. We'll respond as the law requires.
Changes
If we change how the app uses data, we'll update this page and the date at the top.