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Connecting QuickBooks Online lets HomecareHQ answer questions about your financials and build dashboards from them — revenue, payer mix, expenses, net, revenue-vs-payroll, margin, and AR aging — interpreted for non-medical homecare.
QuickBooks is a read-only connection: HomecareHQ reads your financial data, it never writes to QuickBooks.

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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.

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What you can ask

You wantTry asking
Revenue trend”What was our revenue by month this year?”
Payer mix”Break down revenue by payer last quarter.”
Expenses”What were our top expense categories last month?”
Cash health”Show our AR aging.”
Each answer can be rendered as a chart and saved to a dashboard that refreshes against current data.

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What we read

QuickBooks reports and lists needed for the metrics above — Profit & Loss, Balance Sheet, AR aging, and your chart of accounts. See Trust & your data.