QuickBooks is a read-only connection: HomecareHQ reads your financial data, it never writes to QuickBooks.
Connect
1
Open Integrations
In HomecareHQ, go to Admin Settings → Integrations.
2
Connect QuickBooks
On the QuickBooks card, click Connect.
3
Sign in with Intuit
A secure Intuit sign-in window opens. Log in and authorize HomecareHQ to read your company’s
accounting data.
4
Confirm the sync
HomecareHQ pulls your financials into a working copy. When the sync finishes, you’re ready to
ask.
Your credentials never touch HomecareHQ’s own systems. When you connect a system, you
enter its credentials into a secure dialog hosted by our credential vault partner
(Nango), where they are encrypted and stored. HomecareHQ only ever asks the vault to
fetch data on your behalf — it never sees or stores your password. You can disconnect at any
time from Admin Settings → Integrations.
What you can ask
Each answer can be rendered as a chart and saved to a dashboard
that refreshes against current data.